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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 23 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 OI CALL O-I GLASS INC Consumer Cyclical 8,900.0 $86K NEW $9.63 -33.7%
442 RPM RPM INTL INC Basic Materials 759.0 $84K NEW $111.15 -0.8%
443 PUT RYANAIR HOLDINGS PLC 1,300.0 $84K NEW $64.75
444 PURR HYPERLIQUID STRATEGIES INC Basic Materials 10,448.0 $82K NEW $7.87 +28.1%
445 USFD PUT US FOODS HLDG CORP Consumer Defensive 800.0 $82K NEW $102.25 +6.1%
446 RTO CALL RENTOKIL INITIAL PLC Industrials 2,800.0 $80K NEW $28.61 -18.4%
447 KC KINGSOFT CLOUD HLDGS LTD Technology 8,683.0 $79K NEW $9.05 +26.2%
448 QTWO Q2 HLDGS INC Technology 1,589.0 $76K NEW $48.10 +32.7%
449 PODD PUT INSULET CORP Healthcare 500.0 $76K NEW $152.25 -3.5%
450 MLI CALL MUELLER INDS INC Industrials 600.0 $74K NEW $122.93 -49.6%
451 PUT LUFAX HOLDING LTD 53,800.0 $71K NEW $1.32
452 H HYATT HOTELS CORP Consumer Cyclical 358.0 $69K NEW $193.84 -7.4%
453 HII HUNTINGTON INGALLS INDS INC Industrials 246.0 $69K NEW $279.89 +7.7%
454 RPM PUT RPM INTL INC Basic Materials 600.0 $67K NEW $111.15 -0.8%
455 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 800.0 $65K NEW $81.51 +7.3%
456 GKOS GLAUKOS CORP Healthcare 463.0 $65K NEW $139.76 +32.3%
457 ALHC PUT ALIGNMENT HEALTHCARE INC Healthcare 2,700.0 $64K NEW $23.81 -45.7%
458 VERSIGENT PLC 1,508.0 $63K NEW $42.01
459 WGS PUT GENEDX HOLDINGS CORP Healthcare 900.0 $62K NEW $68.65 +20.2%
460 QTWO CALL Q2 HLDGS INC Technology 1,200.0 $58K NEW $48.10 +32.7%
Page 23 of 28  ·  557 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 38.8%
Communication Services 16.0%
Financial Services 14.9%
Consumer Cyclical 8.3%
Healthcare 8.2%
Industrials 5.8%
Energy 2.3%
Basic Materials 2.0%
Consumer Defensive 1.9%
Utilities 1.2%