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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 182 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 DRS LEONARDO DRS INC Industrials 992.0 $42K +77.0 +8.4% $42.67 -4.6%
3622 DCH CALL DAUCH CORP Industrials 7,800.0 $42K -41K -84.2% $5.42 +26.9%
3623 IQ CALL IQIYI INC Communication Services 40,600.0 $42K -4K -9.8% $1.04 +1.4%
3624 VSNT VERSANT MEDIA GROUP INC Industrials 1,170.0 $42K -8K -86.7% $36.01 +7.6%
3625 PSN CALL PARSONS CORP DEL Industrials 800.0 $42K -3K -76.5% $52.39 -6.4%
3626 LUFAX HOLDING LTD 31,459.0 $42K NEW $1.32
3627 AESI CALL ATLAS ENERGY SOLUTIONS INC Energy 2,500.0 $42K $16.61 -24.3%
3628 TRN CALL TRINITY INDS INC Industrials 1,200.0 $41K NEW $34.58 -13.9%
3629 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 9,944.0 $41K -4K -28.0% $4.16 +99.3%
3630 LSTR CALL LANDSTAR SYS INC Industrials 200.0 $41K -400.0 -66.7% $206.81 -9.8%
3631 QLYS PUT QUALYS INC Technology 300.0 $41K -1K -78.6% $137.49 +32.4%
3632 UA CALL UNDER ARMOUR INC 6,600.0 $41K -4K -34.6% $6.22
3633 RGEN PUT REPLIGEN CORP Healthcare 300.0 $41K NEW $136.44 +32.8%
3634 GO PUT GROCERY OUTLET HLDG CORP Consumer Defensive 4,100.0 $41K -800.0 -16.3% $9.98 +16.2%
3635 USFD CALL US FOODS HLDG CORP Consumer Defensive 400.0 $41K NEW $102.25 +7.2%
3636 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 500.0 $41K NEW $81.51 +6.9%
3637 COUR CALL COURSERA INC Consumer Defensive 7,200.0 $41K +3K +80.0% $5.64 +6.4%
3638 BANC BANC OF CALIFORNIA INC Financial Services 1,986.0 $41K -2K -47.3% $20.43 -8.8%
3639 CALL LUFAX HOLDING LTD 30,200.0 $40K NEW $1.32
3640 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 4,000.0 $40K -19K -82.8% $9.90 -28.3%
Page 182 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%