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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 83 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CALL TRIPADVISOR INC 42,600.0 $454K -420K -90.8% $10.66
1642 PUT HELMERICH & PAYNE INC 12,600.0 $454K -15K -53.9% $36.03
1643 UNFI UNITED NAT FOODS INC Consumer Defensive 10,065.0 $454K -31K -75.2% $45.06 +9.0%
1644 CALL SCHRODINGER INC 39,900.0 $453K -22K -35.3% $11.36
1645 CALL ASANA INC 70,800.0 $453K -39K -35.7% $6.40
1646 CALL VERTEX INC 38,100.0 $453K -1K -3.0% $11.89
1647 CALL INTERDIGITAL INC 1,500.0 $453K -1K -40.0% $302.00
1648 MANU MANCHESTER UTD PLC NEW Communication Services 26,720.0 $449K -16K -37.9% $16.82 +32.2%
1649 PUT WEIBO CORP 51,300.0 $449K -45K -46.7% $8.75
1650 PUT WP CAREY INC 6,600.0 $449K -7K -50.4% $67.96
1651 PUT LIONSGATE STUDIOS CORP 46,700.0 $448K -29K -38.1% $9.59
1652 PUT TUTOR PERINI CORP 5,800.0 $448K -16K -72.8% $77.19
1653 PUT T1 ENERGY INC 101,700.0 $446K -150K -59.6% $4.39
1654 PUT IMMUNOME INC 20,400.0 $446K -17K -45.2% $21.87
1655 PUT ARAMARK 11,000.0 $446K -35K -76.0% $40.54
1656 CALL SPROTT INC 3,100.0 $443K -1K -24.4% $142.90
1657 CALL GEMINI SPACE STA INC 100,000.0 $442K -223K -69.1% $4.42
1658 PUT DENISON MINES CORP 125,000.0 $441K -159K -56.0% $3.53
1659 CALL LEVI STRAUSS & CO NEW 23,800.0 $440K -103K -81.2% $18.49
1660 PUT ELASTIC N V 8,800.0 $440K -8K -48.2% $49.99
Page 83 of 195  ·  3,899 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 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%