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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 101 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 RUM CALL RUM GROUP INC Technology 250,000.0 $1.6M 0.00% +113K +82.6% $6.34 +41.6%
2002 CALL XPLR INFRASTRUCTURE LP 134,000.0 $1.6M 0.00% -11K -7.3% $11.81
2003 LSCC LATTICE SEMICONDUCTOR CORP Technology 10,332.0 $1.6M 0.00% -9K -46.8% $152.96 -25.2%
2004 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,146.0 $1.6M 0.00% NEW $380.37 -30.3%
2005 CALL ANNALY CAPITAL MANAGEMENT IN 70,500.0 $1.6M 0.00% -30K -29.6% $22.36
2006 BEKE PUT KE HLDGS INC Real Estate 108,300.0 $1.6M 0.00% -58K -34.8% $14.53 +26.1%
2007 PUT ICICI BANK LIMITED 54,200.0 $1.6M 0.00% -4K -6.5% $29.03
2008 EXR CALL EXTRA SPACE STORAGE INC Real Estate 10,800.0 $1.6M 0.00% +5K +86.2% $145.30 -1.6%
2009 MPT CALL MEDICAL PROPERTIES TRUST INC Financial Services 339,000.0 $1.6M 0.00% -94K -21.7% $4.62 -11.5%
2010 LGIH LGI HOMES INC Consumer Cyclical 24,526.0 $1.6M 0.00% +2K +11.0% $63.68 -9.7%
2011 OWL CALL BLUE OWL CAPITAL INC Financial Services 177,700.0 $1.6M 0.00% -1.5M -89.1% $8.75 +37.4%
2012 CENX CALL CENTURY ALUM CO Basic Materials 33,700.0 $1.6M 0.00% +26K +326.6% $46.01 +1.3%
2013 ICLR PUT ICON PUB LTD CO Healthcare 8,900.0 $1.5M 0.00% +8K +641.7% $173.71 -2.1%
2014 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 12,500.0 $1.5M 0.00% +9K +290.6% $123.11 +31.9%
2015 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 46,900.0 $1.5M 0.00% +40K +632.8% $32.73 -1.7%
2016 CTAS CALL CINTAS CORP Industrials 9,000.0 $1.5M 0.00% -15K -62.8% $170.08 +20.0%
2017 PUT SOMNIGROUP INTERNATIONAL INC 19,500.0 $1.5M 0.00% +8K +69.6% $78.40
2018 CPNG COUPANG INC Consumer Cyclical 87,867.0 $1.5M 0.00% -42K -32.5% $17.37 -4.9%
2019 SN SHARKNINJA INC Consumer Cyclical 9,997.0 $1.5M 0.00% +7K +212.9% $152.27 +25.6%
2020 STWD PUT STARWOOD PPTY TR INC Real Estate 92,900.0 $1.5M 0.00% -33K -26.3% $16.38 -3.5%
Page 101 of 196  ·  3,913 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%