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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 1 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL PUT ALPHABET INC Communication Services 3,362,700.0 $1.20B 1.37% -155K -4.4% $357.37 -4.4%
2 INTC CALL INTEL CORP Technology 8,164,600.0 $1.14B 1.30% -835K -9.3% $139.63 -33.9%
3 MU PUT MICRON TECHNOLOGY INC Technology 963,000.0 $1.11B 1.27% -315K -24.6% $1154.29 -17.0%
4 MU CALL MICRON TECHNOLOGY INC Technology 944,000.0 $1.09B 1.24% -344K -26.7% $1154.29 -17.0%
5 NVDA CALL NVIDIA CORPORATION Technology 5,423,200.0 $1.09B 1.24% -604K -10.0% $200.09 +8.4%
6 GOOGL CALL ALPHABET INC Communication Services 2,928,100.0 $1.05B 1.20% -706K -19.4% $357.37 -4.4%
7 TSLA CALL TESLA INC Consumer Cyclical 2,367,900.0 $995.9M 1.14% -557K -19.0% $420.60 -18.3%
8 AMD PUT ADVANCED MICRO DEVICES INC Technology 1,506,000.0 $874.9M 1.00% -509K -25.2% $580.91 -20.2%
9 INTC PUT INTEL CORP Technology 6,231,200.0 $870.1M 0.99% -1.6M -20.2% $139.63 -33.9%
10 UNH PUT UNITEDHEALTH GROUP INC Healthcare 2,071,700.0 $861.1M 0.98% -636K -23.5% $415.63 -7.1%
11 UNH CALL UNITEDHEALTH GROUP INC Healthcare 2,033,500.0 $845.2M 0.96% -115K -5.4% $415.63 -7.1%
12 QQQ PUT INVESCO QQQ TR Financial Services 1,057,100.0 $778.4M 0.89% -424K -28.6% $736.40 -3.3%
13 TSLA PUT TESLA INC Consumer Cyclical 1,838,700.0 $773.4M 0.88% -235K -11.3% $420.60 -18.3%
14 IWM CALL ISHARES TR 2,386,900.0 $717.1M 0.82% -464K -16.3% $300.45 -0.9%
15 IWM PUT ISHARES TR 2,348,900.0 $705.7M 0.81% -1.1M -32.6% $300.45 -0.9%
16 MRVL PUT MARVELL TECHNOLOGY INC Technology 1,795,900.0 $535.0M 0.61% -192K -9.7% $297.89 -17.7%
17 AVGO CALL BROADCOM INC Technology 1,373,400.0 $518.8M 0.59% -192K -12.3% $377.75 -3.9%
18 WDC PUT WESTERN DIGITAL CORP Technology 794,100.0 $507.2M 0.58% -17K -2.1% $638.72 -26.3%
19 ARM PUT ARM HOLDINGS PLC Technology 1,385,600.0 $491.3M 0.56% -741K -34.9% $354.57 -30.0%
20 INTC INTEL CORP Technology 3,448,798.0 $481.6M 0.55% -2.4M -41.4% $139.63 -33.9%
Page 1 of 73  ·  1,445 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%