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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 118 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 CTSH CALL COGNIZANT TECHNOLOGY SOLUTIO Technology 23,900.0 $926K 0.00% -16K -39.8% $38.73 +64.6%
2342 MTUM CALL ISHARES TR 2,700.0 $926K 0.00% -2K -46.0% $342.83 -11.3%
2343 RYAM PUT RAYONIER ADVANCED MATLS INC Basic Materials 117,500.0 $924K 0.00% +64K +120.9% $7.86 +7.1%
2344 MLM CALL MARTIN MARIETTA MATLS INC Basic Materials 1,600.0 $923K 0.00% +1K +433.3% $576.70 -8.3%
2345 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 130,600.0 $921K 0.00% +16K +13.5% $7.05 +0.3%
2346 MDY CALL STATE STR SPDR S&P MIDCAP 40 Financial Services 1,300.0 $914K 0.00% -22K -94.3% $703.34 -0.7%
2347 CRI PUT CARTERS INC Consumer Cyclical 22,200.0 $914K 0.00% +12K +109.4% $41.16 -19.0%
2348 CYRX PUT CRYOPORT INC Industrials 58,200.0 $914K 0.00% $15.70 +5.5%
2349 FRSH CALL FRESHWORKS INC Technology 89,900.0 $910K 0.00% -2K -2.2% $10.12 +35.3%
2350 TMC TMC THE METALS COMPANY INC Basic Materials 205,355.0 $910K 0.00% +63K +44.6% $4.43 +14.9%
2351 MIR CALL MIRION TECHNOLOGIES INC Industrials 50,700.0 $909K 0.00% +27K +112.1% $17.93 -17.2%
2352 CE CELANESE CORP DEL Basic Materials 19,753.0 $909K 0.00% +19K +1491.7% $46.00 -2.5%
2353 IMO IMPERIAL OIL LTD Energy 8,089.0 $906K 0.00% +1K +17.4% $112.02 +18.0%
2354 ABVX ABIVAX SA Healthcare 6,790.0 $905K 0.00% -3K -30.5% $133.26 -14.2%
2355 AYI PUT ACUITY INC Industrials 2,400.0 $904K 0.00% +600.0 +33.3% $376.66 -9.3%
2356 DT DYNATRACE INC Technology 20,560.0 $903K 0.00% +1K +6.0% $43.91 +21.7%
2357 RUM PUT RUM GROUP INC Technology 142,100.0 $901K 0.00% +29K +26.0% $6.34 +48.7%
2358 CRC CALL CALIFORNIA RES CORP Energy 17,000.0 $899K 0.00% +16K +1445.5% $52.87 +0.1%
2359 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 18,979.0 $898K 0.00% NEW $47.33 -44.6%
2360 CRI CALL CARTERS INC Consumer Cyclical 21,800.0 $897K 0.00% $41.16 -19.0%
Page 118 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%