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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 3 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BE PUT BLOOM ENERGY CORP Industrials 1,005,100.0 $136.2M 0.23% -134K -11.8% $135.49 +142.8%
42 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 277,300.0 $134.5M 0.22% -58K -17.2% $484.91 -3.5%
43 CALL SANDISK CORP 205,800.0 $130.8M 0.22% -110K -34.9% $635.34
44 V CALL VISA INC Financial Services 427,200.0 $129.1M 0.21% -129K -23.1% $302.24 +8.3%
45 CAT CALL CATERPILLAR INC Industrials 172,700.0 $122.4M 0.20% -52K -23.2% $708.46 +39.1%
46 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 311,900.0 $122.2M 0.20% -420K -57.4% $391.76 +173.2%
47 DELL PUT DELL TECHNOLOGIES INC Technology 740,300.0 $121.5M 0.20% -286K -27.9% $164.13 +149.8%
48 BE CALL BLOOM ENERGY CORP Industrials 887,900.0 $120.3M 0.20% -492K -35.6% $135.49 +142.8%
49 LITE CALL LUMENTUM HLDGS INC Technology 163,000.0 $114.5M 0.19% -8K -4.5% $702.76 +21.0%
50 C PUT CITIGROUP INC Financial Services 990,000.0 $112.3M 0.19% -129K -11.5% $113.41 +26.2%
51 IREN PUT IREN LIMITED Financial Services 3,164,600.0 $108.5M 0.18% -2.8M -46.6% $34.28 +74.9%
52 ORCL CALL ORACLE CORP Technology 736,400.0 $108.3M 0.18% -491K -40.0% $147.11 +25.3%
53 LRCX CALL LAM RESEARCH CORP Technology 491,500.0 $105.0M 0.17% -57K -10.4% $213.66 +82.1%
54 WMT CALL WALMART INC Consumer Defensive 841,800.0 $104.6M 0.17% -8K -0.9% $124.28 -5.7%
55 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 669,200.0 $102.5M 0.17% -23K -3.3% $153.10 -27.0%
56 GEV PUT GE VERNOVA INC Utilities 117,200.0 $102.3M 0.17% -70K -37.4% $872.90 +27.1%
57 WDC CALL WESTERN DIGITAL CORP Technology 876,000.0 $101.7M 0.17% -535K -37.9% $116.10 +542.7%
58 CVX PUT CHEVRON CORPORATION Energy 482,400.0 $99.8M 0.17% -20K -3.9% $206.90 -16.1%
59 AMAT PUT APPLIED MATLS INC Technology 290,500.0 $99.3M 0.17% -146K -33.5% $341.79 +80.6%
60 BA CALL BOEING CO Industrials 493,100.0 $98.1M 0.16% -128K -20.5% $199.03 +11.9%
Page 3 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%