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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 18 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LYFT PUT LYFT INC Technology 335,100.0 $4.9M 0.01% -98K -22.7% $14.61 +19.6%
342 LAD LITHIA MTRS INC Consumer Cyclical 16,643.0 $4.8M 0.01% -24K -59.0% $290.49 +27.6%
343 LIN CALL LINDE PLC Basic Materials 9,300.0 $4.8M 0.01% -18K -65.6% $518.94 -6.0%
344 AG FIRST MAJESTIC SILVER CORP Basic Materials 281,329.0 $4.8M 0.01% -414K -59.5% $16.96 +24.4%
345 NCLH CALL NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 223,400.0 $4.7M 0.01% -74K -25.0% $21.11 -18.3%
346 RUN CALL SUNRUN INC Energy 351,100.0 $4.7M 0.01% -16K -4.3% $13.38 -31.5%
347 LQDA CALL LIQUIDIA CORPORATION Healthcare 58,900.0 $4.7M 0.01% -41K -41.2% $79.73 -13.9%
348 MGNI PUT MAGNITE INC Communication Services 246,200.0 $4.7M 0.01% -53K -17.7% $18.98 +23.8%
349 BUD CALL ANHEUSER BUSCH INBEV SA NV Consumer Defensive 56,500.0 $4.7M 0.01% -6K -9.2% $82.40 -4.2%
350 ING PUT ING GROEP N.V. Financial Services 147,900.0 $4.6M 0.01% -9K -5.8% $31.38 +11.0%
351 CARR PUT CARRIER GLOBAL CORPORATION Industrials 63,000.0 $4.6M 0.01% -2K -3.4% $73.35 -17.7%
352 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 134,104.0 $4.6M 0.01% -486K -78.4% $34.00 +8.5%
353 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 469,799.0 $4.5M 0.01% -91K -16.2% $9.68 -6.7%
354 SHW SHERWIN WILLIAMS CO Basic Materials 13,110.0 $4.5M 0.01% -5K -27.0% $344.32 +0.7%
355 UAA UNDER ARMOUR INC Consumer Cyclical 700,332.0 $4.5M 0.01% -157K -18.4% $6.39 -15.6%
356 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 75,287.0 $4.5M 0.01% -104K -58.0% $59.36 -8.6%
357 RXO PUT RXO INC Industrials 160,500.0 $4.4M 0.01% -533K -76.9% $27.59 -18.3%
358 LI PUT LI AUTO INC Consumer Cyclical 374,900.0 $4.4M 0.01% -106K -22.1% $11.74 +11.2%
359 FIG CALL FIGMA INC Technology 241,400.0 $4.4M 0.01% -25K -9.3% $18.09 +49.8%
360 UUUU PUT ENERGY FUELS INC Energy 301,000.0 $4.4M 0.01% -47K -13.5% $14.50 +4.4%
Page 18 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 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%