Walleye Trading Llc Portfolio Stock Holdings

Walleye Trading Llc disclosed 946 stock positions valued at approximately $7.2 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC, TAIWAN SEMICONDUCTOR MANUFAC, and INTEL CORP. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
946
Portfolio Value
$7.2B
Holdings by Sector
Walleye Trading Llc Portfolio Holdings in Q2 2026

880 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGLCommunication Services9.11%1,831,473+645,271+54.40%$654,513,506
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology7.25%1,090,437+600,588+122.61%$520,759,998
INTEL CORPINTCTechnology6.71%3,448,798-2,431,733-41.35%$481,555,665
STATE STR SPDR S&P 500 ETF TSPYOther4.35%418,536+232,168+124.58%$312,550,129
NVIDIA CORPORATIONNVDATechnology3.39%1,216,044+1,048,519+625.89%$243,318,244
MICROSOFT CORPMSFTTechnology3.15%606,897+328,364+117.89%$226,384,719
UNITEDHEALTH GROUP INCUNHHealthcare2.25%389,216-336,138-46.34%$161,769,846
ADOBE INCADBETechnology2.11%740,478+488,560+193.94%$151,812,800
META PLATFORMS INCMETACommunication Services2.00%255,263+105,753+70.73%$143,787,095
INVESCO QQQ TRQQQOther1.75%170,635-3,818-2.19%$125,655,614
VERTIV HOLDINGS COVRTIndustrials1.62%347,890+72,081+26.13%$116,480,530
ALPHABET INCGOOGCommunication Services1.42%289,089+241,066+501.98%$102,143,816
CORNING INCGLWTechnology1.14%320,755+119,485+59.37%$81,930,450
SELECT SECTOR SPDR TRXLKOther1.05%397,277+239,160+151.26%$75,689,214
ZOETIS INCZTSHealthcare1.00%1,002,966+330,042+49.05%$72,073,137
AMAZON COM INCAMZNConsumer Cyclical1.00%302,244-63,648-17.40%$72,036,835
ISHARES BITCOIN TRUST ETFIBITOther0.98%2,113,993+363,890+20.79%$70,374,827
CHARTER COMMUNICATIONS INCCHTRCommunication Services0.91%457,058+376,854+469.87%$64,998,218
CENTENE CORP DELCNCHealthcare0.88%982,778-326,779-24.95%$63,084,520
MICRON TECHNOLOGY INCMUTechnology0.88%54,525-39,769-42.18%$62,937,662
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.85%635,435+47,576+8.09%$60,989,051
THE CIGNA GROUPCIHealthcare0.82%213,522-385,580-64.36%$58,863,745
BANK OF NY MELLON CORPBKFinancial Services0.80%395,669+229,940+138.74%$57,217,694
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.77%310,566+305,838+6468.65%$55,355,284
ADVANCED MICRO DEVICES INCAMDTechnology0.76%94,112+2,620+2.86%$54,670,602
PALANTIR TECHNOLOGIES INCPLTRTechnology0.69%424,572+424,572+100.00%$49,534,815
BROADCOM INCAVGOTechnology0.69%130,796+83,589+177.07%$49,408,189
SELECT SECTOR SPDR TRXLFOther0.62%829,456+663,369+399.41%$44,467,136
BLACKSTONE INCBXFinancial Services0.61%373,962-31,741-7.82%$44,004,109
HEWLETT PACKARD ENTERPRISE CHPETechnology0.60%961,967+695,804+261.42%$43,394,331
PDD HOLDINGS INCPDDConsumer Cyclical0.58%543,714-66,929-10.96%$41,474,504
SALESFORCE INCCRMTechnology0.58%264,418+157,032+146.23%$41,423,724
SELECT SECTOR SPDR TRXLEOther0.56%761,254-180,842-19.20%$40,430,200
SOFI TECHNOLOGIES INCSOFIFinancial Services0.56%2,236,388+556,737+33.15%$40,098,437
SERVICENOW INCNOWTechnology0.54%391,287+245,397+168.21%$38,846,973
GOLDMAN SACHS GROUP INCGSFinancial Services0.52%36,927-7,307-16.52%$37,346,860
VISHAY INTERTECHNOLOGY INCVSHTechnology0.46%608,011+608,011+100.00%$32,698,832
CITIGROUP INCCFinancial Services0.44%223,863+93,906+72.26%$31,331,865
PAYPAL HLDGS INCPYPLFinancial Services0.43%715,778+17,865+2.56%$30,907,294
ALASKA AIR GROUP INCALKIndustrials0.43%591,562+583,025+6829.39%$30,879,536
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.43%122,115-35,744-22.64%$30,526,308
BIOGEN INCBIIBHealthcare0.42%139,253+39,721+39.91%$30,087,003
ISHARES TRSOXXOther0.41%45,991+37,859+465.56%$29,469,193
SILICON MOTION TECHNOLOGY COSIMOTechnology0.41%88,015+67,360+326.12%$29,338,040
AXON ENTERPRISE INCAXONIndustrials0.40%51,545+9,957+23.94%$28,896,642
ORACLE CORPORCLTechnology0.40%194,650+151,671+352.90%$28,525,958
VANECK ETF TRUSTGDXOther0.39%369,784+114,228+44.70%$27,900,203
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.38%238,647+3,892+1.66%$27,248,714
SMUCKER J M COSJMConsumer Defensive0.37%238,320+228,691+2375.02%$26,811,000
SEMTECH CORPSMTCTechnology0.37%165,173+164,919+64928.74%$26,733,250
TESLA INCTSLAConsumer Cyclical0.37%62,972+59,853+1918.98%$26,486,023
VERIZON COMMUNICATIONS INCVZCommunication Services0.36%611,621+337,372+123.02%$25,896,033
ISHARES TRIWMOther0.31%75,249-511,314-87.17%$22,608,562
ROYAL CARIBBEAN GROUPRCLOther0.31%70,715+57,039+417.07%$22,454,134
UNITED PARCEL SVCS INCUPSIndustrials0.30%201,072+168,675+520.65%$21,615,240
ASML HLDG NVASMLOther0.30%10,740-39,480-78.61%$21,366,586
NEWMONT CORPNEMBasic Materials0.29%221,949+58,950+36.17%$20,730,037
TERADYNE INCTERTechnology0.29%42,560-839-1.93%$20,592,230
MARVELL TECHNOLOGY INCMRVLTechnology0.27%66,086-30,621-31.66%$19,686,359
APPLE INCAAPLTechnology0.27%67,040+67,040+100.00%$19,398,694
TPG INCTPGFinancial Services0.26%460,586+36,936+8.72%$18,676,762
GE VERNOVA INCGEVUtilities0.25%15,168+13,947+1142.26%$17,820,276
DEVON ENERGY CORP NEWDVNEnergy0.24%411,751-110,069-21.09%$17,013,551
COCA COLA COKOConsumer Defensive0.23%205,706+176,529+605.03%$16,717,727
CIRCLE INTERNET GROUP INCCRCLOther0.23%264,162+187,172+243.11%$16,544,466
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.22%471,514-28,022-5.61%$15,974,894
XPENG INCXPEVConsumer Cyclical0.22%1,205,331+851,948+241.08%$15,958,582
OSCAR HEALTH INCOSCRHealthcare0.22%559,356-398,034-41.57%$15,952,833
KKR & CO INCKKRFinancial Services0.22%170,790-18,490-9.77%$15,675,106
NRG ENERGY INCNRGUtilities0.22%107,259+80,207+296.49%$15,666,250
CVS HEALTH CORPCVSHealthcare0.22%149,676-277,866-64.99%$15,483,982
V F CORPVFCConsumer Cyclical0.21%912,419-73,321-7.44%$15,219,149
UNION PAC CORPUNPIndustrials0.20%53,980+22,455+71.23%$14,682,560
FIVE9 INCFIVNTechnology0.20%684,809+656,628+2330.04%$14,600,128
SPDR SERIES TRUSTXBIOther0.20%92,166-195,555-67.97%$14,585,270
SCHWAB CHARLES CORPSCHWFinancial Services0.20%157,053+93,765+148.16%$14,491,280
CONSTELLATION ENERGY CORPCEGUtilities0.20%58,180+58,180+100.00%$14,450,167
WILLIAMS COS INCWMBEnergy0.20%192,127+115,465+150.62%$14,282,721
CONOCOPHILLIPSCOPEnergy0.20%137,054+137,054+100.00%$14,248,134
KROGER COKRConsumer Defensive0.20%255,829-176,124-40.77%$14,206,184
DUOLINGO INCDUOLTechnology0.19%121,663+5,044+4.33%$13,993,678
OKTA INCOKTATechnology0.19%102,000-2,528-2.42%$13,917,900
AMERICAN EXPRESS COAXPFinancial Services0.19%40,005-23,296-36.80%$13,531,691
SPDR SERIES TRUSTXRTOther0.18%149,714+149,714+100.00%$13,135,906
BHP BILLITON LIMITEDBHPBasic Materials0.18%156,562+13,665+9.56%$13,043,180
BP PLCBPEnergy0.18%344,128-364,970-51.47%$12,715,530
MOTOROLA SOLUTIONS INCMSITechnology0.17%29,288+26,782+1068.72%$12,163,014
ISHARES INCEWCOther0.17%209,599-45,478-17.83%$12,081,286
AMKOR TECHNOLOGY INCAMKRTechnology0.17%139,625+42,812+44.22%$12,039,864
CINTAS CORPCTASIndustrials0.16%69,131+64,283+1325.97%$11,757,800
CBOE GLOBAL MKTS INCCBOEFinancial Services0.16%48,332+37,498+346.11%$11,728,726
ISHARES TRIGVOther0.16%128,711+128,711+100.00%$11,661,217
ISHARES TRTLTOther0.16%133,810+107,629+411.10%$11,563,860
MORGAN STANLEYMSFinancial Services0.16%54,808+28,868+111.29%$11,457,064
CHEVRON CORPORATIONCVXEnergy0.16%68,870+61,630+851.24%$11,415,891
OCCIDENTAL PETE CORPOXYEnergy0.15%227,189+227,189+100.00%$11,034,570
INTERNATIONAL BUSINESS MACHSIBMTechnology0.15%38,855+30,990+394.02%$10,926,415
PAN AMERN SILVER CORPPAASBasic Materials0.15%242,885-101,601-29.49%$10,878,819
DEERE & CODEIndustrials0.15%16,693+3,122+23.00%$10,588,871
TJX COS INC NEWTJXConsumer Cyclical0.15%69,625-1,197-1.69%$10,548,188
Walleye Trading Llc Options Holdings in Q2 2026

2762 options positions in the latest reporting period.

Page 1 of 28
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPYSPDR S&P 500CALL3,416,800$2,551,563,736
Q2 2026AAPLApple Inc.CALL4,903,300$1,418,818,888
Q2 2026QQQInvesco QQQ Trust, Series 1CALL1,790,300$1,318,376,920
Q2 2026NVDANVIDIA CorporationPUT6,134,300$1,227,412,087
Q2 2026GOOGLAlphabet Inc.PUT3,362,700$1,201,728,099
Q2 2026INTCIntel CorporationCALL8,164,600$1,140,023,098
Q2 2026MUMicron Technology, Inc.PUT963,000$1,111,581,270
Q2 2026MUMicron Technology, Inc.CALL944,000$1,089,649,760
Q2 2026NVDANVIDIA CorporationCALL5,423,200$1,085,128,088
Q2 2026GOOGLAlphabet Inc.CALL2,928,100$1,046,415,097
Q2 2026TSLATesla, Inc.CALL2,367,900$995,938,740
Q2 2026AMDAdvanced Micro Devices, Inc.PUT1,506,000$874,850,460
Q2 2026TSMTaiwan Semiconductor ManufacturPUT1,831,700$874,764,969
Q2 2026INTCIntel CorporationPUT6,231,200$870,062,456
Q2 2026UNHUnitedHealth Group IncorporatedPUT2,071,700$861,060,671
Q2 2026UNHUnitedHealth Group IncorporatedCALL2,033,500$845,183,605
Q2 2026SNDKSanDiskPUT361,300$821,498,649
Q2 2026SPYSPDR S&P 500PUT1,055,700$788,365,089
Q2 2026QQQInvesco QQQ Trust, Series 1PUT1,057,100$778,448,440
Q2 2026TSLATesla, Inc.PUT1,838,700$773,357,220
Q2 2026AMDAdvanced Micro Devices, Inc.CALL1,253,700$728,286,867
Q2 2026IWMiShares Russell 2000 ETFCALL2,386,900$717,144,105
Q2 2026IWMiShares Russell 2000 ETFPUT2,348,900$705,727,005
Q2 2026MSFTMicrosoft CorporationPUT1,795,700$669,832,014
Q2 2026AAPLApple Inc.PUT2,174,500$629,213,320
Q2 2026PANWPalo Alto Networks, Inc.CALL1,798,800$613,426,776
Q2 2026SNDKSanDiskCALL260,200$591,624,546
Q2 2026AMZNAmazon.com, Inc.CALL2,477,300$590,439,682
Q2 2026AVGOBroadcom Inc.PUT1,431,800$540,862,450
Q2 2026MRVLMarvell Technology, Inc.PUT1,795,900$534,980,651
Q2 2026AVGOBroadcom Inc.CALL1,373,400$518,801,850
Q2 2026GSGoldman Sachs Group, Inc. (The)CALL511,000$516,810,070
Q2 2026WDCWestern Digital CorporationPUT794,100$507,207,552
Q2 2026ARMArm Holdings plcPUT1,385,600$491,292,192
Q2 2026METAMeta Platforms, Inc.PUT846,300$476,712,327
Q2 2026AMZNAmazon.com, Inc.PUT1,797,800$428,487,652
Q2 2026FSLRFirst Solar, Inc.CALL1,697,200$400,471,312
Q2 2026MSFTMicrosoft CorporationCALL1,061,600$395,998,032
Q2 2026ARMArm Holdings plcCALL1,110,700$393,820,899
Q2 2026CRWDCrowdStrike Holdings, Inc.CALL637,600$393,744,343
Q2 2026WYNNWynn Resorts, LimitedCALL3,943,700$382,893,833
Q2 2026VRTVertiv Holdings, LLCCALL1,099,500$368,134,590
Q2 2026PANWPalo Alto Networks, Inc.PUT1,047,800$357,320,756
Q2 2026EAElectronic Arts Inc.CALL1,729,600$354,637,184
Q2 2026AMATApplied Materials, Inc.PUT486,700$351,884,100
Q2 2026COSTCostco Wholesale CorporationCALL354,500$331,624,115
Q2 2026CRWDCrowdStrike Holdings, Inc.PUT453,600$327,292,245
Q2 2026MRVLMarvell Technology, Inc.CALL1,068,000$318,146,520
Q2 2026BEBloom Energy CorporationPUT1,010,500$305,878,350
Q2 2026SATSEchoStar CorporationCALL3,005,100$305,017,650
Q2 2026SNOWSnowflake Inc.CALL1,189,900$302,829,550
Q2 2026GSGoldman Sachs Group, Inc. (The)PUT296,700$300,073,479
Q2 2026AMATApplied Materials, Inc.CALL411,100$297,225,300
Q2 2026DELLDell Technologies Inc.CALL684,300$295,248,078
Q2 2026ASMLASMLPUT141,500$281,505,760
Q2 2026STXSeagate TechnologyPUT286,000$275,990,000
Q2 2026DELLDell Technologies Inc.PUT631,800$272,596,428
Q2 2026GLDSPDR Gold TrustCALL723,600$266,559,768
Q2 2026XLESPDR Select Sector Fund - EnergCALL4,959,500$263,399,045
Q2 2026SMHVanEck Semiconductor ETFPUT395,200$259,207,728
Q2 2026WDCWestern Digital CorporationCALL402,100$256,829,312
Q2 2026TSMTaiwan Semiconductor ManufacturCALL529,200$252,730,044
Q2 2026PLTRPalantir Technologies Inc.PUT2,036,100$237,551,787
Q2 2026COINCoinbase Global, Inc.CALL1,613,800$235,921,422
Q2 2026FSLRFirst Solar, Inc.PUT952,900$224,846,284
Q2 2026SNOWSnowflake Inc.PUT872,300$222,000,350
Q2 2026BRK-BBerkshire Hathaway Inc. NewCALL437,900$219,120,781
Q2 2026SBUXStarbucks CorporationCALL2,124,000$217,051,560
Q2 2026GEVGE Vernova Inc.CALL183,500$215,586,810
Q2 2026QCOMQUALCOMM IncorporatedCALL1,157,900$213,968,341
Q2 2026BEBloom Energy CorporationCALL694,300$210,164,610
Q2 2026CATCaterpillar, Inc.CALL195,200$207,868,480
Q2 2026ORCLOracle CorporationPUT1,393,200$204,173,460
Q2 2026XBISPDR Series Trust SPDR S&P BioCALL1,264,900$200,170,425
Q2 2026METAMeta Platforms, Inc.CALL353,700$199,235,673
Q2 2026SLABSilicon Laboratories, Inc.CALL885,400$193,513,024
Q2 2026LRCXLam ResearchCALL435,800$188,845,214
Q2 2026SMHVanEck Semiconductor ETFCALL278,400$182,599,776
Q2 2026CCitigroup, Inc.PUT1,278,700$178,966,852
Q2 2026LITELumentum Holdings Inc.CALL208,500$178,905,510
Q2 2026ANETArista NetworksCALL1,050,200$178,407,976
Q2 2026CRMSalesforce, Inc.CALL1,137,600$178,216,416
Q2 2026CCitigroup, Inc.CALL1,212,400$169,687,504
Q2 2026NBISNebius GroupCALL614,300$169,651,231
Q2 2026PLTRPalantir Technologies Inc.CALL1,441,000$168,121,470
Q2 2026COSTCostco Wholesale CorporationPUT179,700$168,103,959
Q2 2026LITELumentum Holdings Inc.PUT194,300$166,721,058
Q2 2026ADBEAdobe Inc.PUT812,900$166,660,758
Q2 2026STXSeagate TechnologyCALL172,000$165,980,000
Q2 2026CVNACarvana Co.CALL2,486,800$163,681,176
Q2 2026ADBEAdobe Inc.CALL792,900$162,560,358
Q2 2026ORCLOracle CorporationCALL1,096,100$160,633,455
Q2 2026EWCiShares MSCI Canada Index FundPUT2,775,100$159,956,764
Q2 2026DDOGDatadog, Inc.CALL598,600$155,851,496
Q2 2026GWWW.W. Grainger, Inc.CALL113,800$154,813,520
Q2 2026CRMSalesforce, Inc.PUT983,100$154,012,446
Q2 2026GDXVanEck Gold Miners ETFPUT2,020,700$152,461,815
Q2 2026LLYEli Lilly and CompanyCALL123,700$148,369,491
Q2 2026DISWalt Disney Company (The)CALL1,538,800$148,109,500
Q2 2026HOODRobinhood Markets, Inc.CALL1,463,400$146,749,752

Notional value represents the total exposure of the options position.