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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 1 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 3,416,800.0 $2.55B 2.91% +1.7M +94.3% $746.77 +3.0%
2 AAPL CALL APPLE INC Technology 4,903,300.0 $1.42B 1.62% +29K +0.6% $289.36 +9.7%
3 QQQ CALL INVESCO QQQ TR Financial Services 1,790,300.0 $1.32B 1.50% +351K +24.4% $736.40 -3.3%
4 NVDA PUT NVIDIA CORPORATION Technology 6,134,300.0 $1.23B 1.40% +389K +6.8% $200.09 +9.1%
5 GOOGL PUT ALPHABET INC Communication Services 3,362,700.0 $1.20B 1.37% -155K -4.4% $357.37 -3.5%
6 INTC CALL INTEL CORP Technology 8,164,600.0 $1.14B 1.30% -835K -9.3% $139.63 -34.2%
7 MU PUT MICRON TECHNOLOGY INC Technology 963,000.0 $1.11B 1.27% -315K -24.6% $1154.29 -18.8%
8 MU CALL MICRON TECHNOLOGY INC Technology 944,000.0 $1.09B 1.24% -344K -26.7% $1154.29 -18.8%
9 NVDA CALL NVIDIA CORPORATION Technology 5,423,200.0 $1.09B 1.24% -604K -10.0% $200.09 +9.1%
10 GOOGL CALL ALPHABET INC Communication Services 2,928,100.0 $1.05B 1.20% -706K -19.4% $357.37 -3.5%
11 TSLA CALL TESLA INC Consumer Cyclical 2,367,900.0 $995.9M 1.14% -557K -19.0% $420.60 -17.8%
12 AMD PUT ADVANCED MICRO DEVICES INC Technology 1,506,000.0 $874.9M 1.00% -509K -25.2% $580.91 -19.8%
13 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 1,831,700.0 $874.8M 1.00% +952K +108.3% $477.57 -13.7%
14 INTC PUT INTEL CORP Technology 6,231,200.0 $870.1M 0.99% -1.6M -20.2% $139.63 -34.2%
15 UNH PUT UNITEDHEALTH GROUP INC Healthcare 2,071,700.0 $861.1M 0.98% -636K -23.5% $415.63 -6.5%
16 UNH CALL UNITEDHEALTH GROUP INC Healthcare 2,033,500.0 $845.2M 0.96% -115K -5.4% $415.63 -6.5%
17 SNDK PUT SANDISK CORP Technology 361,300.0 $821.5M 0.94% +61K +20.4% $2273.73 -31.0%
18 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 1,055,700.0 $788.4M 0.90% +154K +17.0% $746.77 +3.0%
19 QQQ PUT INVESCO QQQ TR Financial Services 1,057,100.0 $778.4M 0.89% -424K -28.6% $736.40 -3.3%
20 TSLA PUT TESLA INC Consumer Cyclical 1,838,700.0 $773.4M 0.88% -235K -11.3% $420.60 -17.8%
Page 1 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%