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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 28 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PUT APPLIED DIGITAL CORP 612,800.0 $14.5M 0.01% -766K -55.6% $23.74
542 NVO NOVO-NORDISK A S Healthcare 392,803.0 $14.4M 0.01% -624K -61.4% $36.75 +21.2%
543 PUT LIVE NATION ENTERTAINMENT IN 94,400.0 $14.4M 0.01% NEW $152.51
544 FCX FREEPORT MCMORAN INC Basic Materials 244,754.0 $14.4M 0.01% -321K -56.8% $58.78 +8.2%
545 CALL MICROCHIP TECHNOLOGY INC. 222,400.0 $14.4M 0.01% -167K -42.9% $64.61
546 CALL AKAMAI TECHNOLOGIES INC 124,300.0 $14.3M 0.01% +33K +36.6% $114.85
547 PUT LINDE PLC 28,700.0 $14.2M 0.01% -10K -26.6% $495.76
548 CALL AMCOR PLC 356,700.0 $14.2M 0.01% NEW $39.75
549 CALL SOUTHERN CO 145,800.0 $14.1M 0.01% -28K -16.3% $96.52
550 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,340.0 $14.1M 0.01% -2K -35.1% $4210.32 -96.0%
551 CALL VIATRIS INC 1,038,300.0 $14.0M 0.01% +689K +197.6% $13.51
552 CALL BLUE OWL CAPITAL INC 1,530,900.0 $14.0M 0.01% +998K +187.0% $9.13
553 CALL VENTURE GLOBAL INC 881,600.0 $13.9M 0.01% +506K +135.0% $15.76
554 CALL UIPATH INC 1,251,400.0 $13.9M 0.01% +101K +8.8% $11.10
555 PUT OKTA INC 176,400.0 $13.9M 0.01% -42K -19.3% $78.71
556 CALL ULTA BEAUTY INC 26,400.0 $13.8M 0.01% -16K -38.3% $522.71
557 PUT FORTINET INC 168,800.0 $13.8M 0.01% -111K -39.6% $81.72
558 PUT NU HLDGS LTD 958,100.0 $13.8M 0.01% -784K -45.0% $14.37
559 CALL GRAB HOLDINGS LIMITED 3,758,800.0 $13.8M 0.01% +524K +16.2% $3.66
560 PUT NORWEGIAN CRUISE LINE HLDGS 733,000.0 $13.7M 0.01% NEW $18.70
Page 28 of 447  ·  8,927 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%