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Portfolio (Quarterly) Guide ↗

PEAK6 LLC

· CIK 0001389958
13F Portfolio $48.6B AUM 2,732 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 747 New 715 Added 1020 Reduced 715 Exited
Page 2 of 36  ·  715 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ CALL JOHNSON & JOHNSON Healthcare 735,000.0 $186.7M 0.38% +301K +69.2% $253.97 +3.3%
22 GS CALL GOLDMAN SACHS GROUP INC Financial Services 175,900.0 $177.9M 0.37% +91K +106.2% $1011.37 +3.9%
23 CSCO CALL CISCO SYS INC Technology 1,437,300.0 $168.8M 0.35% +884K +159.6% $117.46 -3.9%
24 AVGO CALL BROADCOM INC Technology 446,600.0 $168.7M 0.35% +96K +27.2% $377.75 +3.9%
25 IBB CALL ISHARES TR 830,100.0 $157.9M 0.33% +828K +10000.0% $190.19 +6.2%
26 PANW CALL PALO ALTO NETWORKS INC Technology 452,600.0 $154.3M 0.32% +42K +10.3% $341.02 +10.2%
27 LITE PUT LUMENTUM HLDGS INC Technology 169,400.0 $145.4M 0.30% +42K +33.3% $858.06 +12.9%
28 GEV PUT GE VERNOVA INC Utilities 119,200.0 $140.0M 0.29% +54K +83.1% $1174.86 -8.2%
29 CRM CALL SALESFORCE INC Technology 872,900.0 $136.7M 0.28% +78K +9.8% $156.66 +21.9%
30 ADBE PUT ADOBE INC Technology 637,200.0 $130.6M 0.27% +148K +30.4% $205.02 +23.9%
31 ORCL CALL ORACLE CORP Technology 887,700.0 $130.1M 0.27% +399K +81.8% $146.55 +0.1%
32 MSTR PUT STRATEGY INC Technology 1,472,700.0 $128.0M 0.26% +866K +142.8% $86.93 +12.4%
33 MSFT MICROSOFT CORP Technology 340,866.0 $127.1M 0.26% +341K +10000.0% $373.02 +28.8%
34 WDC PUT WESTERN DIGITAL CORP Technology 198,200.0 $126.6M 0.26% +45K +29.3% $638.72 -16.1%
35 AMAT CALL APPLIED MATLS INC Technology 173,400.0 $125.4M 0.26% +105K +154.2% $723.00 -26.0%
36 AMAT PUT APPLIED MATLS INC Technology 172,700.0 $124.9M 0.26% +17K +11.2% $723.00 -26.0%
37 CAT PUT CATERPILLAR INC Industrials 116,700.0 $124.3M 0.26% +27K +30.0% $1064.90 -17.2%
38 BE CALL BLOOM ENERGY CORP Industrials 404,300.0 $122.4M 0.25% +6K +1.4% $302.70 -23.3%
39 APP PUT APPLOVIN CORP Technology 229,700.0 $118.3M 0.24% +184K +398.3% $515.23 -39.4%
40 NFLX PUT NETFLIX INC. Communication Services 1,621,800.0 $115.8M 0.24% +825K +103.5% $71.40 +6.5%
Page 2 of 36  ·  715 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 57.5%
Financial Services 10.5%
Consumer Cyclical 7.7%
Industrials 6.2%
Communication Services 6.2%
Healthcare 2.9%
Consumer Defensive 2.9%
Basic Materials 2.3%
Energy 2.2%
Utilities 1.0%