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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 184 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 CALL XEROX HOLDINGS CORP 16,800.0 $35K +4K +35.5% $2.11
3662 KOS KOSMOS ENERGY LTD Energy 16,472.0 $35K -391.0 -2.3% $2.11 +40.3%
3663 TSN PUT TYSON FOODS INC Consumer Defensive 600.0 $34K -16K -96.5% $57.25 +2.1%
3664 CWH CALL CAMPING WORLD HLDGS INC Consumer Cyclical 4,500.0 $34K -500.0 -10.0% $7.63 -14.3%
3665 BMBL BUMBLE INC Technology 10,499.0 $34K +401.0 +4.0% $3.20 -12.5%
3666 PRKS PUT UNITED PARKS & RESORTS INC Consumer Cyclical 700.0 $33K NEW $47.74 -5.0%
3667 SIMO PUT SILICON MOTION TECHNOLOGY CO Technology 100.0 $33K -2K -96.2% $333.33 -22.5%
3668 BOOT CALL BOOT BARN HLDGS INC Consumer Cyclical 200.0 $33K NEW $164.27 +0.8%
3669 MGA CALL MAGNA INTL INC Consumer Cyclical 500.0 $33K -3K -86.5% $65.66 +11.3%
3670 FNKO FUNKO INC Consumer Cyclical 5,561.0 $33K -9K -62.0% $5.88 +10.5%
3671 YUMC CALL YUM CHINA HLDGS INC Consumer Cyclical 800.0 $33K -15K -94.8% $40.87 +21.2%
3672 WFRD PUT WEATHERFORD INTL PLC Energy 400.0 $33K -100.0 -20.0% $81.50 +11.1%
3673 APPF CALL APPFOLIO INC Technology 200.0 $32K -100.0 -33.3% $160.35 +39.9%
3674 BRBR BELLRING BRANDS INC Consumer Defensive 2,476.0 $32K -41K -94.3% $12.94 -21.3%
3675 LGIH PUT LGI HOMES INC Consumer Cyclical 500.0 $32K -400.0 -44.4% $63.68 -8.7%
3676 CALL LIBERTY GLOBAL LTD 2,800.0 $32K +900.0 +47.4% $11.37
3677 QFIN CALL QFIN HOLDINGS INC Financial Services 2,000.0 $32K -49K -96.1% $15.81 -26.8%
3678 NNDM CALL NANO DIMENSION LTD Technology 21,800.0 $32K -700.0 -3.1% $1.45 +6.2%
3679 AVTR AVANTOR INC Healthcare 3,187.0 $32K +3K +439.3% $9.90 +46.1%
3680 PLTK CALL PLAYTIKA HLDG CORP Technology 8,400.0 $31K -8K -48.5% $3.72 -36.3%
Page 184 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%