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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 3 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT CALL MICROSOFT CORP Technology 1,061,600.0 $396.0M 0.45% +559K +111.2% $373.02 +29.0%
42 ARM CALL ARM HOLDINGS PLC Technology 1,110,700.0 $393.8M 0.45% -467K -29.6% $354.57 -29.3%
43 CRWD CALL CROWDSTRIKE HLDGS INC Technology 637,600.0 $393.7M 0.45% +170K +36.4% $154.39 +23.3%
44 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 3,943,700.0 $382.9M 0.44% +126K +3.3% $97.09 +2.6%
45 VRT CALL VERTIV HOLDINGS CO Industrials 1,099,500.0 $368.1M 0.42% +12K +1.1% $334.82 -21.0%
46 PANW PUT PALO ALTO NETWORKS INC Technology 1,047,800.0 $357.3M 0.41% +68K +6.9% $341.02 +2.5%
47 EA CALL ELECTRONIC ARTS INC Communication Services 1,729,600.0 $354.6M 0.41% -120K -6.5% $205.04 +2.3%
48 AMAT PUT APPLIED MATLS INC Technology 486,700.0 $351.9M 0.40% +196K +67.5% $723.00 -31.4%
49 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 354,500.0 $331.6M 0.38% +222K +167.9% $935.47 -0.2%
50 CRWD PUT CROWDSTRIKE HLDGS INC Technology 453,600.0 $327.3M 0.37% -43K -8.6% $180.39 +5.5%
51 MRVL CALL MARVELL TECHNOLOGY INC Technology 1,068,000.0 $318.1M 0.36% -240K -18.3% $297.89 -15.7%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 418,536.0 $312.6M 0.36% NEW $746.77 +2.1%
53 BE PUT BLOOM ENERGY CORP Industrials 1,010,500.0 $305.9M 0.35% +5K +0.5% $302.70 -33.1%
54 SATS CALL ECHOSTAR CORP Technology 3,005,100.0 $305.0M 0.35% +1.8M +152.4% $101.50 -14.3%
55 SNOW CALL SNOWFLAKE INC Technology 1,189,900.0 $302.8M 0.35% +65K +5.8% $254.50 +26.2%
56 GS PUT GOLDMAN SACHS GROUP INC Financial Services 296,700.0 $300.1M 0.34% +69K +30.3% $1011.37 -0.9%
57 AMAT CALL APPLIED MATLS INC Technology 411,100.0 $297.2M 0.34% -33K -7.3% $723.00 -31.4%
58 DELL CALL DELL TECHNOLOGIES INC Technology 684,300.0 $295.2M 0.34% +8K +1.2% $431.46 +0.8%
59 ASML PUT ASML HLDG NV Technology 141,500.0 $281.5M 0.32% +21K +17.5% $1989.44 -12.0%
60 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 286,000.0 $276.0M 0.32% -26K -8.3% $965.00 -11.9%
Page 3 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 38.8%
Communication Services 16.0%
Financial Services 14.9%
Consumer Cyclical 8.3%
Healthcare 8.2%
Industrials 5.8%
Energy 2.3%
Basic Materials 2.0%
Consumer Defensive 1.9%
Utilities 1.2%