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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 11 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHOP CALL SHOPIFY INC Technology 530,100.0 $62.9M 0.10% +171K +47.8% $118.62 -8.2%
202 CVNA PUT CARVANA CO Consumer Cyclical 199,500.0 $62.7M 0.10% +35K +21.1% $314.38 -78.8%
203 PDD PDD HOLDINGS INC Consumer Cyclical 610,643.0 $62.4M 0.10% -275K -31.1% $102.18 -22.1%
204 ADBE ADOBE INC Technology 251,918.0 $61.2M 0.10% +71K +38.9% $243.08 -19.7%
205 CVS CALL CVS HEALTH CORP Healthcare 849,800.0 $61.0M 0.10% +73K +9.4% $71.82 +36.9%
206 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 635,500.0 $60.6M 0.10% +364K +134.3% $95.41 -15.9%
207 LLY PUT ELI LILLY & CO Healthcare 65,100.0 $59.9M 0.10% -32K -33.0% $919.77 +19.4%
208 CVS PUT CVS HEALTH CORP Healthcare 830,500.0 $59.6M 0.10% -47K -5.4% $71.82 +36.9%
209 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 14,100.0 $59.4M 0.10% -22K -60.6% $4210.32 -95.9%
210 HD PUT HOME DEPOT INC Consumer Cyclical 180,500.0 $59.4M 0.10% +17K +10.3% $328.89 +1.6%
211 NEE CALL NEXTERA ENERGY INC Utilities 635,600.0 $59.0M 0.10% $92.88 -6.6%
212 KRE PUT SPDR SERIES TRUST 900,900.0 $58.7M 0.10% -80K -8.1% $65.15 +10.1%
213 ABNB CALL AIRBNB INC Consumer Cyclical 463,000.0 $58.5M 0.10% -121K -20.7% $126.28 +12.8%
214 NKE CALL NIKE INC Consumer Cyclical 1,104,500.0 $58.3M 0.10% +20K +1.9% $52.82 -14.4%
215 CALL NEBIUS GROUP N.V. 559,400.0 $58.0M 0.10% +188K +50.4% $103.76
216 WBD CALL WARNER BROS DISCOVERY INC Communication Services 2,108,800.0 $57.9M 0.10% -283K -11.8% $27.46 -4.6%
217 XLE SELECT SECTOR SPDR TR 942,096.0 $57.7M 0.10% NEW $61.26 -12.2%
218 APP CALL APPLOVIN CORP Technology 144,500.0 $57.5M 0.10% -2K -1.5% $398.00 +18.0%
219 DAL PUT DELTA AIR LINES INC Industrials 860,700.0 $57.2M 0.10% -168K -16.3% $66.48 +26.6%
220 WDC WESTERN DIGITAL CORP Technology 206,486.0 $55.9M 0.09% +115K +125.7% $270.49 +175.9%
Page 11 of 203  ·  4,047 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%