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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 18 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PLTR PALANTIR TECHNOLOGIES INC Technology 424,572.0 $49.5M 0.06% NEW $116.67 +54.2%
342 AVGO BROADCOM INC Technology 130,796.0 $49.4M 0.06% NEW $377.75 -2.5%
343 V PUT VISA INC Financial Services 142,300.0 $48.8M 0.06% +13K +10.0% $343.09 +8.1%
344 ROKU CALL ROKU INC Communication Services 352,100.0 $48.6M 0.06% +233K +195.9% $138.14 +14.0%
345 PUT FORTINET INC 316,500.0 $48.6M 0.06% $153.62
346 MA PUT MASTERCARD INCORPORATED Financial Services 94,400.0 $48.5M 0.06% +9K +10.5% $513.60 +13.1%
347 NRG CALL NRG ENERGY INC Utilities 330,800.0 $48.3M 0.06% +317K +2246.1% $146.06 -22.6%
348 NICE CALL NICE LTD Technology 531,800.0 $48.3M 0.06% +473K +801.4% $90.85 +10.3%
349 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 1,425,900.0 $48.3M 0.06% -683K -32.4% $33.88 +10.2%
350 ZIM CALL ZIM INTEGRATED SHIPPING SERV Industrials 1,854,600.0 $48.2M 0.06% +946K +104.2% $26.00 +8.7%
351 CORZ CALL CORE SCIENTIFIC INC NEW Technology 1,876,700.0 $48.0M 0.06% +365K +24.1% $25.59 -30.4%
352 MDB PUT MONGODB INC Technology 142,100.0 $47.7M 0.05% +30K +27.3% $335.90 +28.3%
353 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 1,042,600.0 $47.0M 0.05% +443K +74.0% $45.11 +18.5%
354 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 316,500.0 $46.9M 0.05% +28K +9.6% $148.16 -15.8%
355 RBLX CALL ROBLOX CORP Technology 857,700.0 $46.6M 0.05% +172K +25.1% $54.38 -29.4%
356 NOW CALL SERVICENOW INC Technology 468,800.0 $46.5M 0.05% +157K +50.3% $99.28 +29.4%
357 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 253,200.0 $46.4M 0.05% +6K +2.4% $183.11 -0.7%
358 PUT SPACE EXPLORATION TECHN CORP 270,900.0 $46.3M 0.05% NEW $170.86
359 NUE CALL NUCOR CORP Basic Materials 206,300.0 $46.0M 0.05% +90K +77.5% $222.75 +9.4%
360 TLT PUT ISHARES TR 530,100.0 $45.8M 0.05% +14K +2.7% $86.42 -5.1%
Page 18 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%