Walleye Trading Llc Portfolio Stock Holdings

Walleye Trading Llc disclosed 1003 stock positions valued at approximately $4.9 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, INTEL CORP, and TAIWAN SEMICONDUCTOR MANUFAC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
1003
Portfolio Value
$4.9B
Holdings by Sector
Walleye Trading Llc Portfolio Holdings in Q1 2026

935 holdings in the latest reporting period.

Page 1 of 10
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGLCommunication Services7.02%1,186,202+856,963+260.29%$341,104,247
INTEL CORPINTCTechnology5.34%5,880,531+426,686+7.82%$259,507,833
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology3.41%489,849+489,849+100.00%$165,544,470
THE CIGNA GROUPCIHealthcare3.29%599,102+84,366+16.39%$159,810,459
ISHARES TRIWMOther2.99%586,563+277,146+89.57%$145,467,624
MICROSOFT CORPMSFTTechnology2.12%278,533+198,972+250.09%$103,104,561
INVESCO QQQ TRQQQOther2.07%174,453+6,049+3.59%$100,690,783
META PLATFORMS INCMETACommunication Services1.76%149,510+87,133+139.69%$85,539,156
ZOETIS INCZTSHealthcare1.64%672,924+142,503+26.87%$79,546,346
AMAZON COM INCAMZNConsumer Cyclical1.57%365,892+214,157+141.14%$76,204,327
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical1.52%587,859+153,018+35.19%$73,752,790
VERTIV HOLDINGS COVRTIndustrials1.42%275,809+275,809+100.00%$69,112,219
ISHARES BITCOIN TRUST ETFIBITOther1.38%1,750,103+267,525+18.04%$67,238,957
ASML HLDG NVASMLOther1.37%50,220+36,763+273.19%$66,332,083
PDD HOLDINGS INCPDDConsumer Cyclical1.28%610,643-275,169-31.06%$62,395,502
ADOBE INCADBETechnology1.26%251,918+70,524+38.88%$61,236,227
SELECT SECTOR SPDR TRXLEOther1.19%942,096+942,096+100.00%$57,712,801
WESTERN DIGITAL CORPWDCTechnology1.15%206,486+114,978+125.65%$55,852,398
BLACKSTONE INCBXFinancial Services0.96%405,703+347,589+598.12%$46,651,788
CENTENE CORP DELCNCHealthcare0.88%1,309,557-1,109,716-45.87%$42,874,896
GOLDMAN SACHS GROUP INCGSFinancial Services0.77%44,234+9,149+26.08%$37,421,522
SPDR SERIES TRUSTXBIOther0.76%287,721+188,401+189.69%$36,750,603
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.74%234,755-49,276-17.35%$35,940,991
HONEYWELL INTL INCHONIndustrials0.73%157,238+111,370+242.81%$35,540,505
TAPESTRY INCTPRConsumer Cyclical0.70%240,730-158,427-39.69%$33,969,410
CROWDSTRIKE HLDGS INCCRWDTechnology0.70%86,634-38,225-30.61%$33,822,780
BP PLCBPEnergy0.69%709,098+537,150+312.39%$33,327,606
MICRON TECHNOLOGY INCMUTechnology0.66%94,294+27,351+40.86%$31,856,285
PAYPAL HLDGS INCPYPLFinancial Services0.65%697,913+347,309+99.06%$31,566,605
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.64%157,859-64,900-29.13%$31,177,153
CVS HEALTH CORPCVSHealthcare0.63%427,542+133,578+45.44%$30,706,066
GENERAL MTRS COGMConsumer Cyclical0.62%402,071+91,070+29.28%$29,954,290
NVIDIA CORPORATIONNVDATechnology0.60%167,525+48,078+40.25%$29,216,360
CORNING INCGLWTechnology0.56%201,270-139,243-40.89%$27,366,682
SOFI TECHNOLOGIES INCSOFIFinancial Services0.55%1,679,651-1,033,076-38.08%$26,672,858
DEVON ENERGY CORP NEWDVNEnergy0.54%521,820+521,820+100.00%$26,257,982
VANECK ETF TRUSTGDXOther0.48%255,556+53,258+26.33%$23,452,374
CIENA CORPCIENTechnology0.47%58,514+58,514+100.00%$22,716,890
UBER TECHNOLOGIES INCUBERTechnology0.44%300,264-96,756-24.37%$21,597,990
SELECT SECTOR SPDR TRXLKOther0.43%158,117+41,391+35.46%$21,013,749
NEXTERA ENERGY INCNEEUtilities0.43%223,667-213,894-48.88%$20,774,191
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.41%4,728-3,718-44.02%$19,906,393
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.41%619,810-713,743-53.52%$19,840,118
BANK NEW YORK MELLON CORPBKFinancial Services0.40%165,729+11,570+7.51%$19,660,431
AMERICAN EXPRESS COAXPFinancial Services0.39%63,301+63,301+100.00%$19,147,286
PAN AMERN SILVER CORPPAASBasic Materials0.39%344,486+241,260+233.72%$18,819,270
ADVANCED MICRO DEVICES INCAMDTechnology0.38%91,492+5,167+5.99%$18,612,218
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.38%60,088-1,359-2.21%$18,271,559
BIOGEN INCBIIBHealthcare0.38%99,532+4,010+4.20%$18,247,202
AXON ENTERPRISE INCAXONIndustrials0.36%41,588+26,079+168.15%$17,662,008
NEWMONT CORPNEMBasic Materials0.36%162,999-171,509-51.27%$17,644,642
KKR & CO INCKKRFinancial Services0.36%189,280-11,153-5.56%$17,508,400
KRANESHARES TRUSTKWEBOther0.36%613,229+378,025+160.72%$17,434,100
CHARTER COMMUNICATIONS INCCHTRCommunication Services0.36%80,204+61,013+317.93%$17,314,440
TPG INCTPGFinancial Services0.35%423,650+423,650+100.00%$17,162,062
V F CORPVFCConsumer Cyclical0.34%985,740+140,151+16.57%$16,747,723
RTX CORPORATIONRTXIndustrials0.34%86,664+44,715+106.59%$16,717,486
SUPER MICRO COMPUTER INCSMCIOther0.34%726,240+241,265+49.75%$16,536,485
ISHARES TREFAOther0.32%159,642+159,642+100.00%$15,506,027
SERVICENOW INCNOWTechnology0.31%145,890-8,830-5.71%$15,252,800
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.31%499,536-33,426-6.27%$15,046,024
FIRST MAJESTIC SILVER CORPAGBasic Materials0.31%695,484+436,082+168.11%$14,938,996
CITIGROUP INCCFinancial Services0.30%129,957-79,008-37.81%$14,738,423
PALO ALTO NETWORKS INCPANWTechnology0.30%91,218+34,464+60.73%$14,624,070
COHERENT CORPCOHRTechnology0.30%61,355-1,836-2.91%$14,615,375
EQT CORPEQTEnergy0.30%225,676+122,220+118.14%$14,362,021
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.29%89,401+1,557+1.77%$14,060,989
ISHARES INCEWCOther0.29%255,077+15,282+6.37%$13,975,669
NOVO-NORDISK A SNVOHealthcare0.29%378,650+36,143+10.55%$13,915,388
ORMAT TECHNOLOGIES INCORAUtilities0.28%123,621+52,994+75.03%$13,835,662
VERIZON COMMUNICATIONS INCVZCommunication Services0.28%274,249+274,249+100.00%$13,767,300
BOSTON SCIENTIFIC CORPBSXHealthcare0.28%219,385+23,928+12.24%$13,766,409
CAPITAL ONE FINL CORPCOFFinancial Services0.27%71,094+49,365+227.18%$12,969,678
TERADYNE INCTERTechnology0.26%43,399+43,399+100.00%$12,866,068
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.26%12,866-49,351-79.32%$12,820,068
BORGWARNER INCBWAConsumer Cyclical0.26%234,254+226,898+3084.53%$12,710,622
METLIFE INCMETFinancial Services0.26%175,713+149,073+559.58%$12,426,423
LAUDER ESTEE COS INCELConsumer Defensive0.25%168,763+168,763+100.00%$12,112,121
CF INDUSTRIES HOLDCFBasic Materials0.25%93,236+93,236+100.00%$12,105,762
LUMENTUM HLDGS INCLITETechnology0.24%16,458+16,458+100.00%$11,566,024
DUOLINGO INCDUOLTechnology0.24%116,619+80,174+219.99%$11,495,135
BOEING COBAIndustrials0.23%57,253+57,253+100.00%$11,395,065
TJX COS INC NEWTJXConsumer Cyclical0.23%70,822-21,596-23.37%$11,310,273
AFFIRM HLDGS INCAFRMTechnology0.23%246,078+246,078+100.00%$11,275,294
VODAFONE GROUP PLCVODCommunication Services0.23%745,793+263,574+54.66%$11,201,811
XP INCXPOther0.23%585,307+126,811+27.66%$11,144,245
POWELL INDS INCPOWLIndustrials0.23%20,480+20,480+100.00%$11,081,318
OSCAR HEALTH INCOSCRHealthcare0.23%957,390-20,528-2.10%$10,981,263
CELSIUS HLDGS INCCELHConsumer Defensive0.22%301,710-53,166-14.98%$10,704,671
VALERO ENERGY CORPVLOEnergy0.22%43,133+32,646+311.30%$10,657,302
COINBASE GLOBAL INCCOINFinancial Services0.22%60,651-275,517-81.96%$10,590,271
AGNICO EAGLE MINES LTDAEMBasic Materials0.22%51,607-66,159-56.18%$10,475,189
LOWES COS INCLOWConsumer Cyclical0.22%44,257+24,787+127.31%$10,457,044
TEXAS INSTRS INCTXNTechnology0.21%53,556-123,493-69.75%$10,397,362
BHP BILLITON LIMITEDBHPBasic Materials0.21%142,897+142,374+27222.56%$10,394,328
VISTRA CORPVSTUtilities0.21%68,245-10,452-13.28%$10,259,271
LITHIA MTRS INCLADConsumer Cyclical0.21%40,543+40,543+100.00%$10,124,398
INTUITIVE SURGICAL INCISRGHealthcare0.21%21,944-38,109-63.46%$10,115,965
ALBEMARLE CORPALBBasic Materials0.21%55,862+294+0.53%$10,028,905
CHEMOURS COCCBasic Materials0.20%445,430+413,198+1281.95%$9,812,823
Walleye Trading Llc Options Holdings in Q1 2026

2861 options positions in the latest reporting period.

Page 1 of 29
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026AAPLApple Inc.CALL4,874,400$1,237,073,976
Q1 2026SPYSPDR S&P 500CALL1,758,400$1,143,557,856
Q1 2026TSLATesla, Inc.CALL2,924,900$1,087,331,575
Q1 2026NVDANVIDIA CorporationCALL6,026,800$1,051,073,920
Q1 2026GOOGLAlphabet Inc.CALL3,634,600$1,045,165,576
Q1 2026GOOGLAlphabet Inc.PUT3,518,100$1,011,664,836
Q1 2026NVDANVIDIA CorporationPUT5,744,900$1,001,910,560
Q1 2026IWMiShares Russell 2000 ETFPUT3,483,600$863,932,800
Q1 2026QQQInvesco QQQ Trust, Series 1PUT1,480,600$854,572,708
Q1 2026QQQInvesco QQQ Trust, Series 1CALL1,439,500$830,850,610
Q1 2026TSLATesla, Inc.PUT2,073,900$770,972,325
Q1 2026UNHUnitedHealth Group IncorporatedPUT2,708,000$732,757,720
Q1 2026IWMiShares Russell 2000 ETFCALL2,850,900$707,023,200
Q1 2026SPYSPDR S&P 500PUT902,000$586,606,680
Q1 2026UNHUnitedHealth Group IncorporatedCALL2,148,600$581,389,674
Q1 2026AVGOBroadcom Inc.CALL1,565,400$484,506,954
Q1 2026MUMicron Technology, Inc.CALL1,287,700$435,036,568
Q1 2026MUMicron Technology, Inc.PUT1,278,100$431,793,304
Q1 2026AMDAdvanced Micro Devices, Inc.PUT2,014,600$409,830,078
Q1 2026METAMeta Platforms, Inc.CALL699,000$399,918,870
Q1 2026INTCIntel CorporationCALL9,000,000$397,170,000
Q1 2026AVGOBroadcom Inc.PUT1,274,400$394,439,544
Q1 2026WYNNWynn Resorts, LimitedCALL3,817,500$387,667,125
Q1 2026EAElectronic Arts Inc.CALL1,849,400$377,037,178
Q1 2026INTCIntel CorporationPUT7,810,600$344,681,778
Q1 2026METAMeta Platforms, Inc.PUT564,100$322,738,533
Q1 2026ARMArm Holdings plcPUT2,126,700$321,727,176
Q1 2026GOOGAlphabet Inc.CALL1,095,900$314,369,874
Q1 2026AMZNAmazon.com, Inc.CALL1,462,700$304,636,529
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL354,700$300,072,653
Q1 2026COINCoinbase Global, Inc.CALL1,709,200$298,443,412
Q1 2026TSMTaiwan Semiconductor ManufacturPUT879,500$297,227,025
Q1 2026AMZNAmazon.com, Inc.PUT1,395,300$290,599,131
Q1 2026XLESPDR Select Sector Fund - EnergCALL4,665,200$285,790,152
Q1 2026MSFTMicrosoft CorporationPUT744,200$275,480,514
Q1 2026VRTVertiv Holdings, LLCCALL1,088,000$272,631,040
Q1 2026FSLRFirst Solar, Inc.CALL1,296,700$255,787,042
Q1 2026AMDAdvanced Micro Devices, Inc.CALL1,231,600$250,544,388
Q1 2026PLTRPalantir Technologies Inc.CALL1,688,300$246,964,524
Q1 2026ARMArm Holdings plcCALL1,577,900$238,704,712
Q1 2026GLDSPDR Gold TrustCALL541,100$232,829,919
Q1 2026WDCWestern Digital CorporationPUT811,400$219,475,586
Q1 2026ADBEAdobe Inc.CALL829,200$201,561,936
Q1 2026XOMExxon Mobil CorporationCALL1,171,400$198,739,724
Q1 2026BABAAlibaba Group Holding LimitedCALL1,576,600$197,800,236
Q1 2026MRVLMarvell Technology, Inc.PUT1,988,400$196,951,020
Q1 2026BABAAlibaba Group Holding LimitedPUT1,551,700$194,676,282
Q1 2026CVNACarvana Co.CALL616,900$193,941,022
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT496,300$193,760,483
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT227,700$192,631,923
Q1 2026GOOGAlphabet Inc.PUT668,200$191,679,852
Q1 2026SNDKSanDiskPUT300,000$190,602,000
Q1 2026TSMTaiwan Semiconductor ManufacturCALL562,700$190,164,465
Q1 2026PLTRPalantir Technologies Inc.PUT1,292,200$189,023,016
Q1 2026MSFTMicrosoft CorporationCALL502,600$186,047,442
Q1 2026AAPLApple Inc.PUT730,600$185,418,974
Q1 2026SBUXStarbucks CorporationCALL2,056,800$184,268,712
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL467,300$182,438,593
Q1 2026EWCiShares MSCI Canada Index FundPUT3,280,100$179,716,679
Q1 2026CCitigroup, Inc.CALL1,522,700$172,689,407
Q1 2026NFLXNetflix, Inc.CALL1,776,100$170,772,015
Q1 2026SNOWSnowflake Inc.CALL1,125,200$169,702,664
Q1 2026SMHVanEck Semiconductor ETFPUT429,700$164,746,980
Q1 2026ADBEAdobe Inc.PUT675,700$164,249,156
Q1 2026GEVGE Vernova Inc.CALL185,800$162,184,820
Q1 2026STXSeagate TechnologyCALL410,700$160,895,832
Q1 2026ASMLASMLPUT120,400$159,027,932
Q1 2026PANWPalo Alto Networks, Inc.PUT980,200$157,145,664
Q1 2026PDDPDD Holdings Inc.PUT1,512,800$154,577,904
Q1 2026PANWPalo Alto Networks, Inc.CALL946,500$151,742,880
Q1 2026AMATApplied Materials, Inc.CALL443,700$151,652,223
Q1 2026COSTCostco Wholesale CorporationPUT152,100$151,557,003
Q1 2026FSLRFirst Solar, Inc.PUT759,000$149,720,340
Q1 2026ORCLOracle CorporationPUT980,500$144,241,355
Q1 2026NFLXNetflix, Inc.PUT1,478,500$142,157,775
Q1 2026XLESPDR Select Sector Fund - EnergPUT2,315,900$141,872,034
Q1 2026GWWW.W. Grainger, Inc.CALL128,400$140,060,004
Q1 2026SATSEchoStar CorporationCALL1,190,800$139,406,956
Q1 2026BEBloom Energy CorporationPUT1,005,100$136,180,999
Q1 2026CRMSalesforce, Inc.CALL728,500$135,989,095
Q1 2026SPOTSpotifyCALL277,300$134,465,543
Q1 2026GDXVanEck Gold Miners ETFPUT1,445,400$132,644,358
Q1 2026COSTCostco Wholesale CorporationCALL132,300$131,827,689
Q1 2026SNDKSanDiskCALL205,800$130,752,972
Q1 2026MRVLMarvell Technology, Inc.CALL1,307,800$129,537,590
Q1 2026VVisa Inc.CALL427,200$129,116,928
Q1 2026FDXFedEx CorporationPUT350,200$124,734,236
Q1 2026CATCaterpillar, Inc.CALL172,700$122,351,042
Q1 2026STXSeagate TechnologyPUT311,900$122,189,944
Q1 2026DELLDell Technologies Inc.PUT740,300$121,505,439
Q1 2026BEBloom Energy CorporationCALL887,900$120,301,571
Q1 2026SATSEchoStar CorporationPUT1,007,800$117,983,146
Q1 2026LITELumentum Holdings Inc.CALL163,000$114,549,880
Q1 2026EAElectronic Arts Inc.PUT558,900$113,942,943
Q1 2026CRMSalesforce, Inc.PUT604,600$112,860,682
Q1 2026XOMExxon Mobil CorporationPUT665,000$112,823,900
Q1 2026CCitigroup, Inc.PUT990,000$112,275,900
Q1 2026DELLDell Technologies Inc.CALL675,900$110,935,467
Q1 2026LITELumentum Holdings Inc.PUT156,700$110,122,492
Q1 2026HONHoneywell International Inc.CALL482,800$109,127,284

Notional value represents the total exposure of the options position.