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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 1 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL CALL ALPHABET INC Communication Services 3,634,600.0 $1.05B 1.74% -409K -10.1% $287.56 +28.0%
2 NVDA PUT NVIDIA CORPORATION Technology 5,744,900.0 $1.00B 1.67% -2.2M -27.4% $174.40 +20.8%
3 IWM PUT ISHARES TR 3,483,600.0 $863.9M 1.44% -252K -6.7% $248.00 +19.2%
4 TSLA PUT TESLA INC Consumer Cyclical 2,073,900.0 $771.0M 1.28% -707K -25.4% $371.75 +7.7%
5 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 902,000.0 $586.6M 0.98% -44K -4.7% $650.34 +14.8%
6 MU PUT MICRON TECHNOLOGY INC Technology 1,278,100.0 $431.8M 0.72% -376K -22.7% $337.84 +235.7%
7 AMD PUT ADVANCED MICRO DEVICES INC Technology 2,014,600.0 $409.8M 0.68% -780K -27.9% $203.43 +164.2%
8 META CALL META PLATFORMS INC Communication Services 699,000.0 $399.9M 0.67% -104K -12.9% $572.13 +0.9%
9 INTC CALL INTEL CORP Technology 9,000,000.0 $397.2M 0.66% -631K -6.5% $44.13 +203.6%
10 AVGO PUT BROADCOM INC Technology 1,274,400.0 $394.4M 0.66% -189K -12.9% $309.51 +32.9%
11 META PUT META PLATFORMS INC Communication Services 564,100.0 $322.7M 0.54% -324K -36.5% $572.13 +0.9%
12 ARM PUT ARM HOLDINGS PLC Technology 2,126,700.0 $321.7M 0.54% -542K -20.3% $151.28 +190.5%
13 AMZN CALL AMAZON COM INC Consumer Cyclical 1,462,700.0 $304.6M 0.51% -48K -3.1% $208.27 +17.3%
14 AMZN PUT AMAZON COM INC Consumer Cyclical 1,395,300.0 $290.6M 0.48% -709K -33.7% $208.27 +17.3%
15 VRT CALL VERTIV HOLDINGS CO Industrials 1,088,000.0 $272.6M 0.45% -534K -32.9% $250.58 +32.9%
16 FSLR CALL FIRST SOLAR INC Energy 1,296,700.0 $255.8M 0.43% -304K -19.0% $197.26 +30.6%
17 AMD CALL ADVANCED MICRO DEVICES INC Technology 1,231,600.0 $250.5M 0.42% -821K -40.0% $203.43 +164.2%
18 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,688,300.0 $247.0M 0.41% -162K -8.8% $146.28 -12.2%
19 ARM CALL ARM HOLDINGS PLC Technology 1,577,900.0 $238.7M 0.40% -452K -22.3% $151.28 +190.5%
20 GLD CALL SPDR GOLD TR Financial Services 541,100.0 $232.8M 0.39% -213K -28.3% $430.29 -10.0%
Page 1 of 106  ·  2,118 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%