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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 4 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DELL PUT DELL TECHNOLOGIES INC Technology 631,800.0 $272.6M 0.31% -108K -14.7% $431.46 +0.8%
62 GLD CALL SPDR GOLD TR Financial Services 723,600.0 $266.6M 0.30% +182K +33.7% $368.38 +12.7%
63 XLE CALL SELECT SECTOR SPDR TR 4,959,500.0 $263.4M 0.30% +294K +6.3% $53.11 +20.0%
64 SMH PUT VANECK ETF TRUST 395,200.0 $259.2M 0.30% -34K -8.0% $655.89 -14.2%
65 WDC CALL WESTERN DIGITAL CORP Technology 402,100.0 $256.8M 0.29% -474K -54.1% $638.72 -26.6%
66 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 529,200.0 $252.7M 0.29% -34K -6.0% $477.57 -12.9%
67 NVDA NVIDIA CORPORATION Technology 1,216,044.0 $243.3M 0.28% +1.0M +625.9% $200.09 +8.4%
68 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 2,036,100.0 $237.6M 0.27% +744K +57.6% $116.67 +49.1%
69 COIN CALL COINBASE GLOBAL INC Financial Services 1,613,800.0 $235.9M 0.27% -95K -5.6% $146.19 +17.9%
70 MSFT MICROSOFT CORP Technology 606,897.0 $226.4M 0.26% +328K +117.9% $373.02 +29.0%
71 FSLR PUT FIRST SOLAR INC Energy 952,900.0 $224.8M 0.26% +194K +25.6% $235.96 -9.3%
72 SNOW PUT SNOWFLAKE INC Technology 872,300.0 $222.0M 0.25% +412K +89.5% $254.50 +26.2%
73 CALL BERKSHIRE HATHAWAY INC DEL 437,900.0 $219.1M 0.25% +51K +13.2% $500.39
74 SBUX CALL STARBUCKS CORP Consumer Cyclical 2,124,000.0 $217.1M 0.25% +67K +3.3% $102.19 +1.8%
75 GEV CALL GE VERNOVA INC Utilities 183,500.0 $215.6M 0.25% -2K -1.2% $1174.86 -17.8%
76 QCOM CALL QUALCOMM INC Technology 1,157,900.0 $214.0M 0.24% +559K +93.3% $184.79 -13.0%
77 BE CALL BLOOM ENERGY CORP Industrials 694,300.0 $210.2M 0.24% -194K -21.8% $302.70 -33.1%
78 CAT CALL CATERPILLAR INC Industrials 195,200.0 $207.9M 0.24% +22K +13.0% $1064.90 -23.4%
79 ORCL PUT ORACLE CORP Technology 1,393,200.0 $204.2M 0.23% +413K +42.1% $146.55 -3.1%
80 XBI CALL SPDR SERIES TRUST 1,264,900.0 $200.2M 0.23% +708K +127.2% $158.25 +3.2%
Page 4 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%