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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 12 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CPNG COUPANG INC Consumer Cyclical 828,176.0 $14.4M 0.05% +744K +879.9% $17.37 -6.4%
222 VIAV VIAVI SOLUTIONS INC Technology 298,823.0 $14.3M 0.05% +298K +10000.0% $47.75 -19.2%
223 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 15,200.0 $14.2M 0.05% +6K +70.8% $935.47 -0.2%
224 LOW CALL LOWES COS INC Consumer Cyclical 64,400.0 $14.2M 0.05% +57K +736.4% $220.49 -1.4%
225 CR CRANE COMPANY Industrials 63,562.0 $14.2M 0.05% +42K +201.5% $223.07 -7.4%
226 MGP INGREDIENTS INC NEW 14,500,000.0 $14.1M 0.05% +2.0M +16.0% $0.97
227 JBLU JETBLUE AIRWAYS CORP Industrials 2,463,294.0 $14.1M 0.05% +2.5M +10000.0% $5.73 -17.3%
228 ARM PUT ARM HOLDINGS PLC Technology 39,800.0 $14.1M 0.05% +14K +54.9% $354.57 -29.3%
229 REGN REGENERON PHARMACEUTICALS Healthcare 22,596.0 $14.1M 0.05% +19K +461.8% $623.54 +32.6%
230 SNOW CALL SNOWFLAKE INC Technology 54,500.0 $13.9M 0.05% +10K +22.2% $254.50 +26.2%
231 UNP CALL UNION PAC CORP Industrials 50,500.0 $13.7M 0.05% +27K +113.1% $272.00 +11.8%
232 AMGN CALL AMGEN INC Healthcare 37,900.0 $13.7M 0.05% +5K +15.2% $362.12 +19.8%
233 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 753,300.0 $13.5M 0.05% +383K +103.3% $17.93 -0.1%
234 PBR CALL PETROLEO BRASILEIRO S A Energy 827,600.0 $13.4M 0.05% +301K +57.3% $16.16 +17.6%
235 OXY CALL OCCIDENTAL PETE CORP Energy 275,300.0 $13.4M 0.05% +25K +10.2% $48.57 +26.7%
236 XEROX HOLDINGS CORP 37,121,000.0 $13.3M 0.05% +5.5M +17.4% $0.36
237 GDXJ VANECK ETF TRUST 135,000.0 $13.3M 0.05% +26K +23.9% $98.25 +31.4%
238 GLOB GLOBANT S A Technology 455,300.0 $13.2M 0.05% +455K +10000.0% $28.94 +36.9%
239 IAG IAMGOLD CORP Basic Materials 818,721.0 $13.0M 0.05% +468K +133.7% $15.84 +29.4%
240 FCX CALL FREEPORT MCMORAN INC Basic Materials 204,400.0 $12.9M 0.05% +93K +83.5% $62.89 +13.2%
Page 12 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%