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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 11 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYNA SYNAPTICS INC Technology 128,265.0 $15.9M 0.06% +91K +243.6% $124.23 -21.1%
202 ON ON SEMICONDUCTOR CORP Technology 168,360.0 $15.9M 0.06% +133K +378.9% $94.54 -21.0%
203 UPST UPSTART HLDGS INC Financial Services 449,131.0 $15.9M 0.06% +437K +3701.4% $35.43 -18.5%
204 LMT CALL LOCKHEED MARTIN CORP Industrials 30,900.0 $15.7M 0.06% +28K +808.8% $509.46 +12.2%
205 MHK MOHAWK INDS INC Consumer Cyclical 129,432.0 $15.7M 0.06% +123K +1820.9% $121.33 +10.0%
206 TPG TPG INC Financial Services 384,195.0 $15.6M 0.06% +157K +69.1% $40.55 +27.2%
207 GFL GFL ENVIRONMENTAL INC Industrials 421,758.0 $15.5M 0.06% +270K +177.4% $36.79 +11.9%
208 MCD CALL MCDONALDS CORP Consumer Cyclical 57,400.0 $15.5M 0.06% +34K +142.2% $270.31 -0.4%
209 CECO CECO ENVIRONMENTAL CORP Industrials 169,886.0 $15.4M 0.06% +131K +341.9% $90.74 -19.6%
210 CART MAPLEBEAR INC Consumer Cyclical 322,219.0 $15.3M 0.06% +317K +6567.1% $47.35 +7.9%
211 VRSN VERISIGN INC Technology 60,134.0 $15.1M 0.05% +57K +2119.0% $251.56 +10.1%
212 SBUX CALL STARBUCKS CORP Consumer Cyclical 148,000.0 $15.1M 0.05% +98K +194.8% $102.19 +1.8%
213 QCOM PUT QUALCOMM INC Technology 81,700.0 $15.1M 0.05% +60K +278.2% $184.79 -13.0%
214 GOOG CALL ALPHABET INC Communication Services 42,600.0 $15.1M 0.05% +27K +169.6% $353.33 -4.3%
215 J JACOBS SOLUTIONS INC Industrials 119,440.0 $15.0M 0.05% +57K +90.3% $126.00 +17.4%
216 LECO LINCOLN ELEC HLDGS INC Industrials 56,627.0 $15.0M 0.05% +25K +78.2% $265.51 +4.3%
217 DVN DEVON ENERGY CORP NEW Energy 359,077.0 $14.8M 0.05% +338K +1597.1% $41.32 +19.3%
218 XLF SELECT SECTOR SPDR TR 274,913.0 $14.7M 0.05% +66K +31.6% $53.61 +6.2%
219 TREX TREX INC Industrials 294,170.0 $14.7M 0.05% +38K +15.0% $50.04 -5.5%
220 RIO CALL RIO TINTO PLC Basic Materials 153,500.0 $14.6M 0.05% +65K +74.0% $94.93 +7.6%
Page 11 of 84  ·  1,676 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%