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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 24 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GM PUT GENERAL MTRS CO Consumer Cyclical 437,200.0 $33.7M 0.04% +235K +116.4% $77.08 +14.1%
462 MP PUT MP MATERIALS CORP Basic Materials 601,600.0 $33.7M 0.04% -232K -27.8% $56.01 +7.2%
463 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 1,012,000.0 $33.7M 0.04% +362K +55.6% $33.29 +31.2%
464 APLD PUT APPLIED DIGITAL CORP Technology 902,500.0 $33.7M 0.04% +22K +2.5% $37.30 -27.1%
465 IONQ CALL IONQ INC Technology 631,600.0 $33.6M 0.04% +206K +48.3% $53.26 -15.8%
466 SMTC PUT SEMTECH CORP Technology 203,900.0 $33.0M 0.04% +156K +329.3% $161.85 -23.3%
467 ROKU PUT ROKU INC Communication Services 237,700.0 $32.8M 0.04% +32K +15.6% $138.14 +14.0%
468 TOST CALL TOAST INC Technology 1,179,700.0 $32.8M 0.04% -162K -12.0% $27.82 +31.7%
469 VSH VISHAY INTERTECHNOLOGY INC Technology 608,011.0 $32.7M 0.04% NEW $53.78 -41.2%
470 ORA PUT ORMAT TECHNOLOGIES INC Utilities 300,000.0 $32.7M 0.04% +105K +53.9% $108.90 -0.5%
471 B CALL BARRICK MNG CORP Basic Materials 888,600.0 $32.6M 0.04% +169K +23.5% $36.73 +29.6%
472 WULF PUT TERAWULF INC Financial Services 1,318,800.0 $32.6M 0.04% +35K +2.7% $24.70 -36.7%
473 DRAM CALL ROUNDHILL ETF TRUST 440,000.0 $32.5M 0.04% NEW $73.85 -21.9%
474 GTLS CALL CHART INDS INC Industrials 155,100.0 $32.4M 0.04% +67K +75.2% $208.94 +0.5%
475 LOW PUT LOWES COS INC Consumer Cyclical 146,400.0 $32.3M 0.04% -67K -31.3% $220.49 -2.0%
476 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 282,500.0 $32.3M 0.04% -155K -35.5% $114.18 +6.0%
477 EL PUT LAUDER ESTEE COS INC Consumer Defensive 408,500.0 $32.3M 0.04% -58K -12.3% $78.95 +29.1%
478 RH CALL RH Consumer Cyclical 193,300.0 $31.8M 0.04% +24K +14.1% $164.73 -7.0%
479 KWEB CALL KRANESHARES TRUST 1,301,000.0 $31.8M 0.04% -112K -7.9% $24.47 +8.9%
480 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 1,222,300.0 $31.8M 0.04% -66K -5.1% $26.00 +8.7%
Page 24 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%