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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 20 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MRNA PUT MODERNA INC Healthcare 602,100.0 $42.2M 0.05% -135K -18.4% $70.03 +107.2%
382 AMGN PUT AMGEN INC Healthcare 116,400.0 $42.2M 0.05% +48K +69.2% $362.12 +21.3%
383 PYPL CALL PAYPAL HLDGS INC Financial Services 975,900.0 $42.1M 0.05% -155K -13.7% $43.18 +42.5%
384 CCJ CALL CAMECO CORP Energy 413,200.0 $42.1M 0.05% +164K +65.8% $101.86 +0.6%
385 ABBV CALL ABBVIE INC Healthcare 166,800.0 $42.0M 0.05% +113K +208.3% $251.64 +5.3%
386 CLS CALL CELESTICA INC Technology 114,800.0 $41.9M 0.05% +33K +40.9% $364.80 -18.7%
387 RTX CALL RTX CORPORATION Industrials 220,000.0 $41.7M 0.05% +114K +107.0% $189.73 +10.6%
388 CART CALL MAPLEBEAR INC Consumer Cyclical 877,000.0 $41.5M 0.05% +420K +91.7% $47.35 +5.2%
389 PDD PDD HOLDINGS INC Consumer Cyclical 543,714.0 $41.5M 0.05% -67K -11.0% $76.28 +15.9%
390 CRM SALESFORCE INC Technology 264,418.0 $41.4M 0.05% NEW $156.66 +33.5%
391 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 82,400.0 $41.3M 0.05% +19K +30.2% $501.36 +25.5%
392 CALL FORTINET INC 267,000.0 $41.0M 0.05% +50K +23.0% $153.62
393 KKR CALL KKR & CO INC 445,700.0 $40.9M 0.05% +133K +42.5% $91.78
394 ON PUT ON SEMICONDUCTOR CORP Technology 432,100.0 $40.9M 0.05% +169K +64.1% $94.54 -21.5%
395 DRAM PUT ROUNDHILL ETF TRUST 550,600.0 $40.7M 0.05% NEW $73.85 -21.9%
396 TLN PUT TALEN ENERGY CORP Utilities 105,300.0 $40.5M 0.05% +58K +121.7% $384.26 -18.2%
397 TWLO PUT TWILIO INC Communication Services 196,100.0 $40.5M 0.05% +5K +2.5% $206.33 +9.2%
398 XLE SELECT SECTOR SPDR TR 761,254.0 $40.4M 0.05% -181K -19.2% $53.11 +19.8%
399 JD PUT JD.COM INC Consumer Cyclical 1,583,800.0 $40.4M 0.05% -902K -36.3% $25.48 +15.3%
400 SOFI SOFI TECHNOLOGIES INC Financial Services 2,236,388.0 $40.1M 0.05% +557K +33.1% $17.93 +5.5%
Page 20 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%