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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 86 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 LCII PUT LCI INDS Consumer Cyclical 1,500.0 $159K +1K +650.0% $105.88 -3.7%
1702 INFY PUT INFOSYS LTD Technology 15,100.0 $158K +6K +67.8% $10.49 +13.8%
1703 CALL CHARGEPOINT HOLDINGS INC 26,100.0 $154K +19K +289.6% $5.91
1704 DNUT KRISPY KREME INC Consumer Defensive 43,666.0 $154K +39K +912.7% $3.53 +1.7%
1705 WY PUT WEYERHAEUSER CO Real Estate 6,400.0 $153K +1K +23.1% $23.94 +2.0%
1706 APPF APPFOLIO INC Technology 944.0 $151K +403.0 +74.5% $160.35 +39.9%
1707 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 500.0 $145K +100.0 +25.0% $290.59 -8.2%
1708 RXT RACKSPACE TECHNOLOGY INC Technology 21,915.0 $143K +20K +931.8% $6.53 -49.2%
1709 CLBT CALL CELLEBRITE DI LTD Technology 9,800.0 $143K +9K +1125.0% $14.60 -24.3%
1710 DXC CALL DXC TECHNOLOGY CO Technology 16,100.0 $142K +15K +1138.5% $8.85 +22.0%
1711 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 1,900.0 $142K +1K +280.0% $74.48 +9.4%
1712 IQ IQIYI INC Communication Services 135,232.0 $141K +123K +1036.4% $1.04 +1.4%
1713 GENI GENIUS SPORTS LIMITED Communication Services 23,052.0 $140K +485.0 +2.1% $6.06 +33.0%
1714 GOTU CALL GAOTU TECHEDU INC Consumer Defensive 84,100.0 $140K +34K +66.9% $1.66 +1.2%
1715 APPN PUT APPIAN CORP Technology 5,700.0 $131K +4K +375.0% $22.90 +67.2%
1716 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 1,156.0 $129K +353.0 +44.0% $111.79 -6.1%
1717 HRL PUT HORMEL FOODS CORP Consumer Defensive 5,200.0 $129K +200.0 +4.0% $24.82 -3.7%
1718 PUT AMC ENTMT HLDGS INC 67,900.0 $129K +24K +54.7% $1.90
1719 CNR CORE NATURAL RESOURCES INC Energy 1,607.0 $129K +1K +555.9% $80.02 +18.9%
1720 FVRR PUT FIVERR INTL LTD Communication Services 12,400.0 $128K +2K +24.0% $10.32 -10.8%
Page 86 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%