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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 8 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PUT DIREXION SHARES ETF TRUST 443,600.0 $16.1M 0.01% +100K +29.2% $36.38
142 CALL PLAINS ALL AMERN PIPELINE L 695,300.0 $15.5M 0.01% +230K +49.4% $22.33
143 PUT SHELL PLC 166,100.0 $15.4M 0.01% +43K +34.9% $93.00
144 PUT FASTLY INC 530,100.0 $15.4M 0.01% +505K +2020.4% $29.06
145 PUT CME GROUP INC 51,500.0 $15.2M 0.01% +22K +74.6% $295.35
146 PUT ONDAS INC 1,657,800.0 $15.0M 0.01% +1.0M +158.3% $9.04
147 CALL S&P GLOBAL INC 35,200.0 $15.0M 0.01% +19K +118.6% $425.34
148 CALL YPF SOCIEDAD ANONIMA 321,900.0 $14.9M 0.01% +163K +102.6% $46.22
149 GEV GE VERNOVA INC Utilities 16,901.0 $14.8M 0.01% +6K +57.8% $872.90 +19.0%
150 CALL AKAMAI TECHNOLOGIES INC 124,300.0 $14.3M 0.01% +33K +36.6% $114.85
151 CALL VIATRIS INC 1,038,300.0 $14.0M 0.01% +689K +197.6% $13.51
152 CALL BLUE OWL CAPITAL INC 1,530,900.0 $14.0M 0.01% +998K +187.0% $9.13
153 CALL VENTURE GLOBAL INC 881,600.0 $13.9M 0.01% +506K +135.0% $15.76
154 CALL UIPATH INC 1,251,400.0 $13.9M 0.01% +101K +8.8% $11.10
155 CALL GRAB HOLDINGS LIMITED 3,758,800.0 $13.8M 0.01% +524K +16.2% $3.66
156 PUT TEMPUS AI INC 299,900.0 $13.6M 0.01% +215K +252.4% $45.22
157 CALL PLAINS GP HLDGS L P 557,000.0 $13.5M 0.01% +163K +41.3% $24.28
158 PUT HECLA MINING COMPANY 720,400.0 $13.4M 0.01% +263K +57.5% $18.63
159 PUT ANTERO RESOURCES CORP 315,000.0 $13.4M 0.01% +223K +243.5% $42.44
160 CALL BIOGEN INC 71,900.0 $13.2M 0.01% +13K +22.9% $183.33
Page 8 of 131  ·  2,617 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%