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Portfolio (Quarterly) Guide ↗

CTC LLC

· CIK 0001445893
13F Portfolio $217.2B AUM 112 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 112 New
Page 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL PUT ORACLE CORP Technology 40,197.0 $591.3M 0.27% NEW $14711.00 -98.7%
42 COIN PUT COINBASE GLOBAL INC Financial Services 33,162.0 $579.0M 0.27% NEW $17461.00 -99.0%
43 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 1,196.0 $503.6M 0.23% NEW $421032.00 -100.0%
44 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 36,831.0 $462.1M 0.21% NEW $12546.00 -99.1%
45 SMH PUT VANECK ETF TRUST 10,698.0 $410.2M 0.19% NEW $38340.00 -98.4%
46 SMH CALL VANECK ETF TRUST 10,015.0 $384.0M 0.18% NEW $38340.00 -98.4%
47 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 30,376.0 $381.1M 0.17% NEW $12546.00 -99.1%
48 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 896.0 $377.2M 0.17% NEW $421032.00 -100.0%
49 SLV ISHARES SILVER TR Financial Services 3,582,617.0 $244.1M 0.11% NEW $68.14 -7.0%
50 ASML PUT ASML HLDG NV Technology 1,484.0 $196.0M 0.09% NEW $132083.00 -98.6%
51 AMAT CALL APPLIED MATLS INC Technology 5,692.0 $194.5M 0.09% NEW $34179.00 -98.3%
52 GOOG ALPHABET INC Communication Services 539,819.0 $154.9M 0.07% NEW $286.86 +29.4%
53 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 421,602.0 $142.5M 0.07% NEW $337.95 +26.0%
54 MELI PUT MERCADOLIBRE INC Consumer Cyclical 784.0 $135.6M 0.06% NEW $172902.00 -99.0%
55 ASML CALL ASML HLDG NV Technology 924.0 $122.0M 0.06% NEW $132083.00 -98.6%
56 AMAT PUT APPLIED MATLS INC Technology 3,505.0 $119.8M 0.06% NEW $34179.00 -98.3%
57 LRCX CALL LAM RESEARCH CORP Technology 5,288.0 $113.0M 0.05% NEW $21366.00 -98.3%
58 TSLA TESLA INC Consumer Cyclical 294,809.0 $109.6M 0.05% NEW $371.75 +8.9%
59 MELI CALL MERCADOLIBRE INC Consumer Cyclical 600.0 $103.7M 0.05% NEW $172902.00 -99.0%
60 MU MICRON TECHNOLOGY INC Technology 294,354.0 $99.4M 0.05% NEW $337.84 +202.1%
Page 3 of 6  ·  112 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 39.8%
Financial Services 30.3%
Consumer Cyclical 15.1%
Communication Services 14.7%