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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 141 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 VRNS VARONIS SYS INC Technology 16,143.0 $347K 0.00% +6K +64.1% $21.47 +52.4%
2802 LCII LCI INDS Consumer Cyclical 2,817.0 $346K 0.00% NEW $122.98 -25.0%
2803 MUSA PUT MURPHY USA INC Consumer Cyclical 700.0 $346K 0.00% NEW $493.97 +11.5%
2804 EDU CALL NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 6,100.0 $345K 0.00% -35K -85.0% $56.63 -20.5%
2805 ATO ATMOS ENERGY CORP Utilities 1,860.0 $344K 0.00% -385.0 -17.1% $184.72 -7.4%
2806 HCC WARRIOR MET COAL INC Energy 3,675.0 $342K 0.00% +526.0 +16.7% $93.15 -7.6%
2807 OR CALL OR ROYALTIES INC. Basic Materials 9,000.0 $342K 0.00% +8K +592.3% $38.02 -15.3%
2808 UMC CALL UNITED MICROELECTRONICS CORP Technology 38,100.0 $342K 0.00% +9K +30.0% $8.98 +191.8%
2809 TW CALL TRADEWEB MKTS INC Financial Services 2,900.0 $341K 0.00% -4K -56.1% $117.66 -15.7%
2810 RR RICHTECH ROBOTICS INC Industrials 163,218.0 $341K 0.00% +1K +0.7% $2.09 -3.3%
2811 STWD CALL STARWOOD PPTY TR INC Real Estate 19,800.0 $341K 0.00% -103K -83.9% $17.22 -2.8%
2812 LOVE LOVESAC COMPANY Consumer Cyclical 23,028.0 $340K 0.00% NEW $14.77 -1.2%
2813 ESLT PUT ELBIT SYS LTD Industrials 400.0 $340K 0.00% NEW $849.09 -9.0%
2814 CACC PUT CREDIT ACCEP CORP MICH Financial Services 800.0 $339K 0.00% +100.0 +14.3% $423.46 +39.3%
2815 EVEREST GROUP LTD 1,036.0 $339K 0.00% -118.0 -10.2% $326.85
2816 TRIP TRIPADVISOR INC Consumer Cyclical 31,753.0 $338K 0.00% +2K +7.1% $10.66 +16.2%
2817 SN SHARKNINJA INC Consumer Cyclical 3,195.0 $338K 0.00% -80K -96.2% $105.90 +27.4%
2818 ROIV PUT ROIVANT SCIENCES LTD Healthcare 12,200.0 $338K 0.00% -72K -85.5% $27.70 +16.3%
2819 HACK AMPLIFY ETF TR 4,500.0 $338K 0.00% NEW $75.09 +27.8%
2820 VNO PUT VORNADO RLTY TR Real Estate 13,000.0 $338K 0.00% -2K -10.3% $25.99 +44.6%
Page 141 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%