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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 44 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 1,500.0 $440K 0.00% -900.0 -37.5% $293.18 +4.5%
862 HTHT H WORLD GROUP LTD Consumer Cyclical 10,529.0 $439K 0.00% -1K -9.7% $41.72 +16.6%
863 GRND CALL GRINDR INC Technology 30,500.0 $438K 0.00% -3K -8.7% $14.37 +8.4%
864 XYL PUT XYLEM INC Industrials 3,700.0 $437K -11K -74.8% $118.21 -3.4%
865 MQ CALL MARQETA INC Technology 26,900.0 $437K -82K -75.4% $16.24 +0.4%
866 RY CALL ROYAL BK CDA Financial Services 2,100.0 $435K -14K -87.0% $206.97 -1.4%
867 AVB PUT AVALONBAY CMNTYS INC Real Estate 2,300.0 $434K -2K -39.5% $188.69 -65.1%
868 SN CALL SHARKNINJA INC Consumer Cyclical 2,800.0 $426K -7K -72.0% $152.27 +20.2%
869 NOG CALL NORTHERN OIL & GAS INC Energy 23,200.0 $421K -29K -55.4% $18.15 +47.9%
870 LH CALL LABCORP HOLDINGS INC Healthcare 1,500.0 $420K -4K -70.0% $280.00 +21.2%
871 PUT GLOBUS MED INC 5,300.0 $419K -8K -59.2% $79.01
872 FCNCA CALL FIRST CTZNS BANCSHARES INC D Financial Services 200.0 $416K -900.0 -81.8% $2080.79 +4.9%
873 PSA CALL PUBLIC STORAGE Real Estate 1,300.0 $414K -10K -88.1% $318.31 +2.1%
874 WSC CALL WILLSCOT HLDGS CORP Industrials 14,200.0 $410K -2K -10.7% $28.86 -21.9%
875 MTN CALL VAIL RESORTS INC Consumer Cyclical 3,000.0 $408K -35K -92.1% $136.15 +10.2%
876 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 48,800.0 $407K -8K -13.8% $8.35 +3.7%
877 SKYT PUT SKYWATER TECHNOLOGY INC Technology 11,700.0 $407K -8K -41.5% $34.82 -6.8%
878 ROP PUT ROPER TECHNOLOGIES INC Industrials 1,200.0 $406K -8K -86.2% $338.39 +22.8%
879 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 5,800.0 $406K -5K -44.2% $69.98 -3.6%
880 HMC PUT HONDA MOTOR CO LTD Consumer Cyclical 14,900.0 $404K -2K -9.7% $27.11 +20.2%
Page 44 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%