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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 148 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 GBTC PUT GRAYSCALE BITCOIN TRUST ETF Financial Services 6,500.0 $296K -11K -62.0% $45.52 +34.2%
2942 YETI YETI HLDGS INC Consumer Cyclical 5,969.0 $296K +2K +48.7% $49.56 -14.1%
2943 AMSC PUT AMERICAN SUPERCONDUCTOR CORP Industrials 7,100.0 $295K -900.0 -11.2% $41.51 -28.6%
2944 LAZ LAZARD INC Financial Services 7,021.0 $294K +5K +225.5% $41.94 +4.4%
2945 CSTM PUT CONSTELLIUM SE Basic Materials 9,100.0 $290K -6K -41.3% $31.87 -15.0%
2946 CRSR CORSAIR GAMING INC Technology 29,982.0 $290K NEW $9.67 +22.4%
2947 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 1,100.0 $290K -3K -75.0% $263.26 +36.9%
2948 WSO WATSCO INC Industrials 692.0 $288K +478.0 +223.4% $416.73 -27.5%
2949 NXT NEXTPOWER INC Technology 2,406.0 $287K -5K -67.0% $119.14 -28.8%
2950 CAKE PUT CHEESECAKE FACTORY INC Consumer Cyclical 3,600.0 $286K -1K -25.0% $79.54 +42.7%
2951 NAT NORDIC AMERICAN TANKERS LIMI Industrials 51,217.0 $284K +6K +13.7% $5.54 +24.5%
2952 TLRY TILRAY BRANDS INC Healthcare 63,168.0 $284K NEW $4.49 +8.7%
2953 BZH PUT BEAZER HOMES USA INC Consumer Cyclical 10,100.0 $283K -4K -25.7% $28.05 +18.3%
2954 SBH PUT SALLY BEAUTY HLDGS INC Consumer Cyclical 20,000.0 $283K -197K -90.8% $14.14 +16.4%
2955 BEKE KE HLDGS INC Real Estate 19,442.0 $282K NEW $14.53 +24.0%
2956 CNK PUT CINEMARK HLDGS INC Communication Services 8,900.0 $282K -5K -34.1% $31.73 +17.9%
2957 COMP CALL COMPASS INC Technology 22,900.0 $282K +3K +16.2% $12.33 -4.3%
2958 YEXT PUT YEXT INC Technology 60,300.0 $282K +60K +10000.0% $4.67 +40.9%
2959 CROX CROCS INC Consumer Cyclical 2,333.0 $281K -20K -89.5% $120.64 +1.9%
2960 NOG NORTHERN OIL & GAS INC Energy 15,506.0 $281K +11K +272.4% $18.15 +45.6%
Page 148 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%