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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 90 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 PUT UROGEN PHARMA LTD 18,500.0 $333K -41K -68.9% $17.98
1782 CVE CENOVUS ENERGY INC Energy 12,526.0 $332K -47K -79.1% $26.53 +5.4%
1783 CALL SCHEIN HENRY INC 4,500.0 $332K -46K -91.2% $73.70
1784 CALL VISTA GOLD CORP 169,000.0 $331K -112K -39.8% $1.96
1785 CALL LAMAR ADVERTISING CO 2,600.0 $329K -9K -78.3% $126.66
1786 CALL ENDAVA PLC 74,500.0 $329K -101K -57.5% $4.42
1787 MRSH MARSH & MCLENNAN COS INC Financial Services 1,893.0 $328K -3K -60.6% $173.45 +5.0%
1788 CALL CONTANGO SILVER & GOLD INC 17,400.0 $326K -4K -18.3% $18.75
1789 CALL TERNIUM SA 8,100.0 $325K -16K -66.5% $40.15
1790 TIDAL TRUST II 10,569.0 $324K -22K -67.3% $30.67
1791 PUT DYNEX CAP INC 25,400.0 $324K -105K -80.5% $12.76
1792 EZPW EZCORP INC Financial Services 12,760.0 $324K -1K -8.3% $25.38 +26.4%
1793 CALL DOMINOS PIZZA INC 900.0 $323K -6K -87.8% $358.79
1794 CALL MAGNITE INC 27,100.0 $322K -250K -90.2% $11.88
1795 CALL INSPIRED ENTMT INC 45,100.0 $322K -2K -3.8% $7.13
1796 CALL ALUMIS INC 14,500.0 $319K -25K -63.4% $22.03
1797 BIRKENSTOCK HOLDING PLC 8,910.0 $319K -40K -81.6% $35.83
1798 ARGT GLOBAL X FDS 3,420.0 $319K -2K -37.6% $93.32 -1.4%
1799 PUT NEW FORTRESS ENERGY INC 539,300.0 $318K -328K -37.9% $0.59
1800 CALL NANO DIMENSION LTD 186,600.0 $317K -7K -3.6% $1.70
Page 90 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%