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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 7 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CALL COCA COLA CO 802,500.0 $61.0M 0.04% -9K -1.1% $76.05
122 PUT IREN LIMITED 1,725,700.0 $59.2M 0.04% -1.3M -43.2% $34.28
123 CALL CIRCLE INTERNET GROUP INC 617,500.0 $58.9M 0.04% -491K -44.3% $95.41
124 CALL JD.COM INC 1,980,000.0 $58.5M 0.04% -3.1M -60.6% $29.57
125 CALL STARBUCKS CORP 648,500.0 $58.1M 0.04% -175K -21.2% $89.59
126 PUT SOFI TECHNOLOGIES INC 3,630,900.0 $57.7M 0.04% -1.5M -29.9% $15.88
127 CALL DIREXION SHARES ETF TRUST 1,869,200.0 $57.4M 0.04% -4.3M -69.5% $30.73
128 PUT SHOPIFY INC 480,900.0 $57.0M 0.04% -41K -7.9% $118.62
129 PUT VANGUARD INDEX FDS 158,700.0 $56.6M 0.04% -24K -13.0% $356.55
130 PUT NEXTERA ENERGY INC 600,400.0 $55.8M 0.04% -35K -5.5% $92.88
131 PUT SUPER MICRO COMPUTER INC 2,446,400.0 $55.7M 0.04% -516K -17.4% $22.77
132 CALL REDDIT INC 406,900.0 $54.8M 0.04% -189K -31.8% $134.65
133 CALL NEBIUS GROUP N.V. 526,100.0 $54.6M 0.04% -532K -50.3% $103.76
134 PUT HOME DEPOT INC 165,300.0 $54.4M 0.04% -56K -25.2% $328.89
135 PUT AST SPACEMOBILE INC 651,800.0 $54.0M 0.04% -1.1M -62.5% $82.87
136 PUT PALO ALTO NETWORKS INC 335,800.0 $53.8M 0.04% -290K -46.4% $160.32
137 CALL DELL TECHNOLOGIES INC 327,700.0 $53.8M 0.04% -154K -31.9% $164.13
138 CALL NIO INC 8,881,200.0 $53.6M 0.04% -861K -8.8% $6.03
139 CALL TARGET CORP 438,300.0 $53.1M 0.04% -396K -47.5% $121.20
140 PUT NEWMONT CORP 481,900.0 $52.2M 0.04% -40K -7.6% $108.25
Page 7 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%