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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 67 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 APPF CALL APPFOLIO INC Technology 200.0 $32K -100.0 -33.3% $160.35 +39.9%
1322 BRBR BELLRING BRANDS INC Consumer Defensive 2,476.0 $32K -41K -94.3% $12.94 -21.3%
1323 LGIH PUT LGI HOMES INC Consumer Cyclical 500.0 $32K -400.0 -44.4% $63.68 -8.7%
1324 QFIN CALL QFIN HOLDINGS INC Financial Services 2,000.0 $32K -49K -96.1% $15.81 -26.8%
1325 NNDM CALL NANO DIMENSION LTD Technology 21,800.0 $32K -700.0 -3.1% $1.45 +6.2%
1326 PLTK CALL PLAYTIKA HLDG CORP Technology 8,400.0 $31K -8K -48.5% $3.72 -36.3%
1327 CSGP PUT COSTAR GROUP INC Real Estate 1,100.0 $31K -2K -64.5% $28.32 +13.9%
1328 JLL PUT JONES LANG LASALLE INC Real Estate 100.0 $31K -85K -99.9% $309.95 +25.0%
1329 OSK PUT OSHKOSH CORP Industrials 200.0 $31K -1K -84.6% $153.48 +2.4%
1330 EXPD EXPEDITORS INTL WASH INC Industrials 186.0 $30K -25K -99.3% $162.98 +15.2%
1331 CVI CALL CVR ENERGY INC Energy 1,100.0 $30K -7K -86.2% $27.54 +43.5%
1332 MAC CALL MACERICH CO Real Estate 1,200.0 $30K -8K -86.5% $25.19 -3.2%
1333 JNUG DIREXION SHARES ETF TRUST 250.0 $30K -100.0 -28.6% $120.72 +72.5%
1334 CLH CALL CLEAN HARBORS INC Industrials 100.0 $30K -5K -98.0% $298.75 +5.8%
1335 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 400.0 $30K -2K -84.6% $74.48 +9.4%
1336 VIRT PUT VIRTU FINL INC Financial Services 500.0 $30K -200.0 -28.6% $59.57 +14.0%
1337 FLS CALL FLOWSERVE CORP Industrials 400.0 $30K -6K -94.1% $74.16 +7.1%
1338 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 1,000.0 $30K -1K -58.3% $29.53 -5.8%
1339 DNN CALL DENISON MINES CORP Energy 9,600.0 $29K -34K -78.1% $3.06 +14.4%
1340 TYL PUT TYLER TECHNOLOGIES INC Technology 100.0 $29K -500.0 -83.3% $292.46 +19.9%
Page 67 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%