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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 27 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CALL NXP SEMICONDUCTORS N V 39,500.0 $7.8M 0.01% -17K -30.5% $196.86
522 CALL GENERAL DYNAMICS CORP 22,600.0 $7.8M 0.01% -26K -53.4% $343.22
523 PUT UNITY SOFTWARE INC 350,300.0 $7.7M 0.01% -553K -61.2% $21.94
524 CALL DOLLAR TREE INC 70,000.0 $7.7M 0.01% -141K -66.8% $109.51
525 PUT UIPATH INC 690,200.0 $7.7M 0.01% -182K -20.9% $11.10
526 CALL MGM RESORTS INTERNATIONAL 206,300.0 $7.6M 0.01% -254K -55.2% $37.01
527 PUT LYFT INC 573,900.0 $7.6M 0.01% -702K -55.0% $13.30
528 ET ENERGY TRANSFER L P Energy 394,233.0 $7.6M 0.01% -338K -46.2% $19.30 +0.2%
529 CALL VANGUARD SPECIALIZED FUNDS 35,300.0 $7.6M 0.01% -1K -3.3% $215.06
530 CALL ZSCALER INC 54,000.0 $7.6M 0.01% -79K -59.5% $140.29
531 PUT UNITED RENTALS INC 10,300.0 $7.5M 0.01% -1K -10.4% $728.56
532 TSLA TESLA INC Consumer Cyclical 20,177.0 $7.5M 0.01% -100K -83.2% $371.75 +18.5%
533 PUT AXON ENTERPRISE INC 17,600.0 $7.5M 0.01% -28K -61.6% $424.69
534 IBIT ISHARES BITCOIN TRUST ETF Financial Services 193,026.0 $7.4M 0.01% -10K -4.9% $38.42 +10.5%
535 PUT LYONDELLBASELL INDUSTRIES NV 91,800.0 $7.4M 0.01% -11K -10.9% $80.56
536 PUT SAREPTA THERAPEUTICS INC 339,700.0 $7.4M 0.01% -42K -11.0% $21.76
537 CALL SABLE OFFSHORE CORP 447,300.0 $7.4M 0.01% -779K -63.5% $16.52
538 CALL SOUNDHOUND AI INC 1,075,000.0 $7.4M 0.01% -140K -11.6% $6.87
539 CALL PROLOGIS INC. 55,700.0 $7.4M 0.01% -37K -39.8% $132.18
540 CALL V F CORP 433,200.0 $7.4M 0.01% -293K -40.4% $16.99
Page 27 of 195  ·  3,899 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%