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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 25 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LUFAX HOLDING LTD 31,459.0 $42K NEW $1.32
482 TRN CALL TRINITY INDS INC Industrials 1,200.0 $41K NEW $34.58 -13.9%
483 RGEN PUT REPLIGEN CORP Healthcare 300.0 $41K NEW $136.44 +32.8%
484 USFD CALL US FOODS HLDG CORP Consumer Defensive 400.0 $41K NEW $102.25 +7.2%
485 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 500.0 $41K NEW $81.51 +6.9%
486 CALL LUFAX HOLDING LTD 30,200.0 $40K NEW $1.32
487 BFLY CALL BUTTERFLY NETWORK INC Healthcare 4,600.0 $39K NEW $8.42 +13.4%
488 SLS CALL SELLAS LIFE SCIENCES GROUP I Healthcare 2,500.0 $37K NEW $14.76 +4.7%
489 HUYA HUYA INC Communication Services 15,763.0 $36K NEW $2.30 -5.2%
490 LPLA LPL FINL HLDGS INC Financial Services 128.0 $36K NEW $281.68 +28.3%
491 PRKS PUT UNITED PARKS & RESORTS INC Consumer Cyclical 700.0 $33K NEW $47.74 -5.0%
492 BOOT CALL BOOT BARN HLDGS INC Consumer Cyclical 200.0 $33K NEW $164.27 +0.8%
493 GOGO GOGO INC Communication Services 9,897.0 $31K NEW $3.10 -13.5%
494 PRIM PRIMORIS SVCS CORP Industrials 297.0 $29K NEW $99.12 -22.1%
495 HUYA PUT HUYA INC Communication Services 12,500.0 $29K NEW $2.30 -5.2%
496 HST CALL HOST HOTELS & RESORTS INC Real Estate 1,200.0 $28K NEW $23.71 -2.1%
497 GRAL GRAIL INC Healthcare 413.0 $28K NEW $68.27 +16.5%
498 HUYA CALL HUYA INC Communication Services 12,100.0 $28K NEW $2.30 -5.2%
499 VLTO CALL VERALTO CORP Industrials 300.0 $27K NEW $88.68 +11.4%
500 TMDX TRANSMEDICS GROUP INC Healthcare 394.0 $26K NEW $66.42 +42.7%
Page 25 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 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%