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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 72 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 1,600.0 $923K 0.00% +1K +433.3% $576.70 -7.2%
1422 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 130,600.0 $921K 0.00% +16K +13.5% $7.05 -4.4%
1423 CRI PUT CARTERS INC Consumer Cyclical 22,200.0 $914K 0.00% +12K +109.4% $41.16 -13.1%
1424 TMC TMC THE METALS COMPANY INC Basic Materials 205,355.0 $910K 0.00% +63K +44.6% $4.43 +8.1%
1425 MIR CALL MIRION TECHNOLOGIES INC Industrials 50,700.0 $909K 0.00% +27K +112.1% $17.93 -17.3%
1426 CE CELANESE CORP DEL Basic Materials 19,753.0 $909K 0.00% +19K +1491.7% $46.00 +1.7%
1427 IMO IMPERIAL OIL LTD Energy 8,089.0 $906K 0.00% +1K +17.4% $112.02 +23.2%
1428 AYI PUT ACUITY INC Industrials 2,400.0 $904K 0.00% +600.0 +33.3% $376.66 -8.9%
1429 DT DYNATRACE INC Technology 20,560.0 $903K 0.00% +1K +6.0% $43.91 +12.3%
1430 RUM PUT RUM GROUP INC Technology 142,100.0 $901K 0.00% +29K +26.0% $6.34 +42.7%
1431 CRC CALL CALIFORNIA RES CORP Energy 17,000.0 $899K 0.00% +16K +1445.5% $52.87 +0.7%
1432 NEXT CALL NEXTDECADE CORP Energy 115,300.0 $869K 0.00% +30K +34.9% $7.54 -5.6%
1433 DFTX DEFINIUM THERAPEUTICS INC Healthcare 18,450.0 $868K 0.00% +13K +240.8% $47.04 -4.5%
1434 NXE PUT NEXGEN ENERGY LTD Energy 92,100.0 $865K 0.00% +47K +102.4% $9.39 +15.7%
1435 PODD INSULET CORP Healthcare 5,663.0 $862K 0.00% +6K +9835.1% $152.25 -2.7%
1436 ROL CALL ROLLINS INC Consumer Cyclical 20,600.0 $860K 0.00% +18K +724.0% $41.74 -11.6%
1437 RR RICHTECH ROBOTICS INC Industrials 403,840.0 $852K 0.00% +241K +147.4% $2.11 -19.4%
1438 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 59,702.0 $844K 0.00% +15K +34.8% $14.14 +17.2%
1439 CALY PUT CALLAWAY GOLF CO Consumer Cyclical 44,700.0 $840K 0.00% +32K +249.2% $18.79 -15.4%
1440 CALL COOPER COS INC 11,500.0 $825K 0.00% +11K +5650.0% $71.71
Page 72 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%