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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $177.4B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8343 New
Page 100 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 CALL GIGACLOUD TECHNOLOGY INC 51,100.0 $2.0M 0.00% NEW $39.28
1982 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 15,151.0 $2.0M 0.00% NEW $131.84 -36.4%
1983 SKEENA RES LTD NEW 84,099.0 $2.0M 0.00% NEW $23.73
1984 PUT EQUINIX INC 2,600.0 $2.0M 0.00% NEW $766.16
1985 CALL LEGALZOOM COM INC 200,600.0 $2.0M 0.00% NEW $9.93
1986 PUT BWX TECHNOLOGIES INC 11,500.0 $2.0M 0.00% NEW $172.84
1987 PUT ARCH CAP GROUP LTD 20,700.0 $2.0M 0.00% NEW $95.92
1988 BIRKENSTOCK HOLDING PLC 48,446.0 $2.0M 0.00% NEW $40.90
1989 CALL ENTEGRIS INC 23,500.0 $2.0M 0.00% NEW $84.25
1990 MOOG INC 8,125.0 $2.0M 0.00% NEW $243.55
1991 PUT CHARGEPOINT HOLDINGS INC 298,000.0 $2.0M 0.00% NEW $6.64
1992 PUT GLOBALFOUNDRIES INC 56,500.0 $2.0M 0.00% NEW $34.92
1993 CALL OWENS CORNING NEW 17,600.0 $2.0M 0.00% NEW $111.91
1994 CALL FERMI INC 246,200.0 $2.0M 0.00% NEW $8.00
1995 PUT NUTANIX INC 38,100.0 $2.0M 0.00% NEW $51.69
1996 CALL HELMERICH & PAYNE INC 68,600.0 $2.0M 0.00% NEW $28.68
1997 PUT BATH & BODY WORKS INC 97,800.0 $2.0M 0.00% NEW $20.08
1998 CALL BEAM THERAPEUTICS INC 70,800.0 $2.0M 0.00% NEW $27.72
1999 PUT PONY AI INC 135,200.0 $2.0M 0.00% NEW $14.50
2000 ENVA ENOVA INTL INC Financial Services 12,470.0 $2.0M 0.00% NEW $157.20 +2.7%
Page 100 of 418  ·  8,343 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 33.8%
Consumer Cyclical 12.2%
Financial Services 11.7%
Healthcare 10.9%
Industrials 9.8%
Communication Services 8.1%
Basic Materials 4.6%
Energy 3.2%
Utilities 2.8%
Consumer Defensive 2.0%