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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 9 of 63  ·  1,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 393,000.0 $33.2M 0.06% +240K +157.4% $84.59 +91.3%
162 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,193,300.0 $33.0M 0.06% +773K +54.5% $15.05 +9.8%
163 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 286,300.0 $32.9M 0.06% +133K +86.3% $114.85 +8.8%
164 NOW CALL SERVICENOW INC Technology 312,000.0 $32.6M 0.05% +224K +255.3% $104.55 -9.1%
165 SPG CALL SIMON PPTY GROUP INC NEW Real Estate 174,700.0 $32.6M 0.05% +63K +56.8% $186.53 +13.3%
166 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 215,400.0 $32.3M 0.05% +96K +81.2% $150.00 -5.9%
167 MU MICRON TECHNOLOGY INC Technology 94,294.0 $31.9M 0.05% +27K +40.9% $337.84 +235.7%
168 PYPL PAYPAL HLDGS INC Financial Services 697,913.0 $31.6M 0.05% +347K +99.1% $45.23 -6.0%
169 CVS CVS HEALTH CORP Healthcare 427,542.0 $30.7M 0.05% +134K +45.4% $71.82 +36.9%
170 VALE CALL VALE S A Basic Materials 1,912,300.0 $30.4M 0.05% +472K +32.8% $15.91 -3.1%
171 OKLO CALL OKLO INC Utilities 608,100.0 $30.2M 0.05% +187K +44.5% $49.59 +23.4%
172 GM GENERAL MTRS CO Consumer Cyclical 402,071.0 $30.0M 0.05% +91K +29.3% $74.50 +6.4%
173 HON PUT HONEYWELL INTL INC Industrials 132,100.0 $29.9M 0.05% +61K +85.5% $226.03 +1.3%
174 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 923,200.0 $29.6M 0.05% +181K +24.3% $32.01 +1.5%
175 HAL CALL HALLIBURTON CO Energy 757,000.0 $29.5M 0.05% +132K +21.2% $38.99 -10.4%
176 CIFR CALL CIPHER DIGITAL INC Financial Services 2,281,300.0 $29.4M 0.05% +188K +9.0% $12.87 +126.7%
177 NVDA NVIDIA CORPORATION Technology 167,525.0 $29.2M 0.05% +48K +40.2% $174.40 +20.8%
178 KKR CALL KKR & CO INC Financial Services 312,700.0 $28.9M 0.05% +187K +148.2% $92.50 +4.9%
179 BP CALL BP PLC Energy 608,900.0 $28.6M 0.05% +21K +3.5% $47.00 -16.8%
180 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 86,900.0 $28.4M 0.05% +71K +436.4% $327.07 +21.1%
Page 9 of 63  ·  1,250 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 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%