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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 134 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 OPRA CALL OPERA LTD Communication Services 26,400.0 $524K 0.00% +8K +42.7% $19.83 -1.8%
2662 CRSR PUT CORSAIR GAMING INC Technology 54,100.0 $523K 0.00% +53K +3506.7% $9.67 +22.4%
2663 ABG CALL ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,600.0 $523K 0.00% NEW $201.08 +4.4%
2664 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 2,700.0 $522K 0.00% +1K +68.8% $193.23 +5.5%
2665 FRPT PUT FRESHPET INC Consumer Defensive 8,800.0 $520K 0.00% +200.0 +2.3% $59.12 +26.7%
2666 CALL CANOPY GROWTH CORPORATION 547,600.0 $520K 0.00% +209K +61.8% $0.95
2667 CAG PUT CONAGRA BRANDS INC Consumer Defensive 38,600.0 $520K 0.00% -22K -36.6% $13.46 +20.4%
2668 YOU CLEAR SECURE INC Technology 9,294.0 $518K 0.00% NEW $55.73 -20.6%
2669 CX CEMEX SA EURO MTN BE 144A Basic Materials 43,082.0 $517K 0.00% +12K +40.8% $12.00 -8.5%
2670 AXTA CALL AXALTA COATING SYS LTD Basic Materials 15,100.0 $517K 0.00% +12K +480.8% $34.22 +7.0%
2671 HLX HELIX ENERGY SOLUTIONS GRP I Energy 59,043.0 $516K 0.00% -68K -53.6% $8.74 +12.0%
2672 NDSN PUT NORDSON CORP Industrials 1,700.0 $513K 0.00% NEW $301.69 +10.9%
2673 PENG PUT PENGUIN SOLUTIONS INC Technology 6,700.0 $509K 0.00% +3K +97.1% $76.01 -31.8%
2674 MOD CALL MODINE MFG CO Consumer Cyclical 1,900.0 $507K 0.00% +200.0 +11.8% $267.02 -29.9%
2675 KVUE KENVUE INC Consumer Defensive 26,488.0 $506K 0.00% +5K +21.2% $19.11 +0.6%
2676 FSK CALL FS KKR CAP CORP Financial Services 48,200.0 $506K 0.00% +20K +73.4% $10.50 +15.8%
2677 GRAB PUT GRAB HOLDINGS LIMITED Technology 134,000.0 $505K 0.00% -33K -19.7% $3.77 -3.4%
2678 HOG HARLEY DAVIDSON INC Consumer Cyclical 20,588.0 $504K 0.00% NEW $24.46 +13.9%
2679 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 3,800.0 $504K 0.00% -2K -29.6% $132.52 +5.5%
2680 FPS PUT FORGENT POWER SOLUTIONS INC Industrials 9,000.0 $503K 0.00% NEW $55.86 -42.3%
Page 134 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%