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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 262 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5221 PUT BLACK STONE MINERALS L P 6,000.0 $80K NEW $13.29
5222 PUT PAYCOM SOFTWARE INC 500.0 $80K NEW $159.36
5223 CALL EVENTBRITE INC 17,900.0 $80K NEW $4.45
5224 CALL PROGYNY INC 3,100.0 $80K NEW $25.68
5225 PUT GEVO INC 39,800.0 $80K NEW $2.00
5226 CALL CLEAR CHANNEL OUTDOOR HLDGS 36,000.0 $80K NEW $2.21
5227 HAFN HAFNIA LTD Industrials 14,919.0 $80K NEW $5.33 +43.5%
5228 CRMG THEMES ETF TR 5,799.0 $80K NEW $13.71 -54.3%
5229 PUT U HAUL HOLDING COMPANY 1,700.0 $79K NEW $46.74
5230 PUT ZAI LAB LTD 4,500.0 $79K NEW $17.64
5231 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 1,295.0 $79K NEW $61.27 -39.3%
5232 PUT MADDEN STEVEN LTD 1,900.0 $79K NEW $41.64
5233 TUYA TUYA INC Technology 37,496.0 $79K NEW $2.11 +0.5%
5234 GRWG GROWGENERATION CORP Consumer Cyclical 52,639.0 $79K NEW $1.50 +18.7%
5235 HLN HALEON PLC Healthcare 7,800.0 $79K NEW $10.11 -10.4%
5236 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 31,787.0 $79K NEW $2.48 -21.4%
5237 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 67,818.0 $79K NEW $1.16 -2.6%
5238 PUT KOPIN CORP 33,600.0 $79K NEW $2.34
5239 CALL CANTALOUPE INC 7,400.0 $79K NEW $10.62
5240 PUT TRUPANION INC 2,100.0 $78K NEW $37.37
Page 262 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%