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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 98 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 PUT ARVINAS INC 21,500.0 $228K -4K -16.7% $10.60
1942 RVLV REVOLVE GROUP INC Consumer Cyclical 10,055.0 $227K -3K -20.0% $22.61 +10.0%
1943 CGAU CENTERRA GOLD INC Basic Materials 12,748.0 $227K -5K -27.1% $17.79 -15.2%
1944 PUT BIOHAVEN LTD 26,800.0 $227K -170K -86.4% $8.46
1945 PUT AMBARELLA INC 4,400.0 $226K -26K -85.7% $51.48
1946 CALL PROTHENA CORP PLC 23,300.0 $226K -3K -10.0% $9.72
1947 MGC VANGUARD WORLD FD 955.0 $226K -930.0 -49.3% $236.35 +15.1%
1948 CALL IDEXX LABS INC 400.0 $225K -3K -87.5% $561.89
1949 STT STATE STR CORP Financial Services 1,775.0 $225K -9K -83.4% $126.56 +44.2%
1950 CALL QFIN HOLDINGS INC 17,400.0 $225K -700.0 -3.9% $12.91
1951 PUT GEN DIGITAL INC 11,900.0 $224K -40K -76.9% $18.83
1952 CALL CHURCH & DWIGHT CO INC 2,400.0 $224K -8K -77.1% $93.32
1953 CALL SABRE CORP 154,400.0 $224K -135K -46.6% $1.45
1954 PUT TEEKAY CORPORATION LTD 18,300.0 $223K -1K -6.6% $12.21
1955 CALL PVH CORPORATION 3,200.0 $223K -3K -46.7% $69.76
1956 PUT GLOBE LIFE INC 1,600.0 $223K -700.0 -30.4% $139.17
1957 GLNG GOLAR LNG LTD Energy 4,101.0 $222K -19K -82.1% $54.11 -8.2%
1958 CALL VIPSHOP HLDGS LTD 14,100.0 $222K -69K -83.0% $15.72
1959 PUT BITWISE BITCOIN ETF TR 6,000.0 $221K -17K -73.6% $36.81
1960 CALL ARBE ROBOTICS LTD 360,000.0 $220K -219K -37.8% $0.61
Page 98 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%