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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 7 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IREN CALL IREN LIMITED Financial Services 2,071,600.0 $94.7M 0.11% +216K +11.7% $45.73 -8.4%
122 JNJ CALL JOHNSON & JOHNSON Healthcare 372,300.0 $94.6M 0.11% +226K +154.1% $253.97 +6.4%
123 UAL CALL UNITED AIRLS HLDGS INC Industrials 694,200.0 $94.4M 0.11% +144K +26.2% $135.99 -16.8%
124 EWY PUT ISHARES INC 467,500.0 $94.4M 0.11% +357K +323.1% $201.90 -11.7%
125 UBER CALL UBER TECHNOLOGIES INC Technology 1,289,600.0 $93.1M 0.11% +241K +22.9% $72.16 +9.2%
126 ON CALL ON SEMICONDUCTOR CORP Technology 979,700.0 $92.6M 0.11% +787K +408.1% $94.54 -21.5%
127 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 328,600.0 $92.4M 0.10% +52K +18.8% $281.21 -16.2%
128 LLY PUT ELI LILLY & CO Healthcare 76,400.0 $91.6M 0.10% +11K +17.4% $1199.43 +4.6%
129 JPM PUT JPMORGAN CHASE & CO Financial Services 278,300.0 $91.1M 0.10% +103K +58.5% $327.33 +7.4%
130 WMT PUT WALMART INC Consumer Defensive 798,100.0 $90.4M 0.10% +235K +41.7% $113.26 -8.4%
131 HD CALL HOME DEPOT INC Consumer Cyclical 256,000.0 $90.3M 0.10% +53K +26.1% $352.68 -4.8%
132 CNC CALL CENTENE CORP DEL Healthcare 1,398,500.0 $89.8M 0.10% +1.1M +318.6% $64.19 +1.3%
133 DAL PUT DELTA AIR LINES INC Industrials 916,300.0 $85.8M 0.10% +56K +6.5% $93.66 -12.0%
134 ANET PUT ARISTA NETWORKS INC Technology 503,500.0 $85.5M 0.10% +123K +32.3% $169.88 +11.0%
135 PDD CALL PDD HOLDINGS INC Consumer Cyclical 1,105,900.0 $84.4M 0.10% +275K +33.2% $76.28 +15.9%
136 SHOP PUT SHOPIFY INC Technology 724,600.0 $82.7M 0.09% +192K +36.0% $114.18 +30.7%
137 NEM CALL NEWMONT CORP Basic Materials 882,700.0 $82.4M 0.09% +377K +74.5% $93.40 +40.9%
138 CEG PUT CONSTELLATION ENERGY CORP Utilities 331,200.0 $82.3M 0.09% +144K +76.9% $248.37 +9.9%
139 ASML CALL ASML HLDG NV Technology 41,300.0 $82.2M 0.09% +14K +49.6% $1989.44 -11.3%
140 PUT NEBIUS GROUP N.V. 297,300.0 $82.1M 0.09% +98K +48.8% $276.17
Page 7 of 91  ·  1,803 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%