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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 22 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CALL UNILEVER PLC 106,300.0 $6.4M 0.02% +62K +141.6% $60.12
422 FCX PUT FREEPORT MCMORAN INC Basic Materials 101,500.0 $6.4M 0.02% +43K +73.2% $62.89 +21.9%
423 AXP AMERICAN EXPRESS CO Financial Services 18,793.0 $6.4M 0.02% +17K +1234.7% $338.25 -0.7%
424 VLO PUT VALERO ENERGY CORP Energy 24,400.0 $6.4M 0.02% +18K +275.4% $260.44 +34.0%
425 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 364,000.0 $6.3M 0.02% +162K +80.6% $17.35 -2.2%
426 BRBR BELLRING BRANDS INC Consumer Defensive 486,355.0 $6.3M 0.02% +458K +1645.3% $12.94 -21.3%
427 UAL PUT UNITED AIRLS HLDGS INC Industrials 45,700.0 $6.2M 0.02% +20K +76.5% $135.99 -16.8%
428 DVA CALL DAVITA INC Healthcare 27,800.0 $6.2M 0.02% +6K +28.1% $222.48 -21.9%
429 COF PUT CAPITAL ONE FINL CORP Financial Services 30,700.0 $6.2M 0.02% +8K +37.7% $200.62 +8.6%
430 ENPH CALL ENPHASE ENERGY INC Energy 124,900.0 $6.2M 0.02% +66K +111.3% $49.24 -21.6%
431 MPC CALL MARATHON PETE CORP Energy 24,000.0 $6.1M 0.02% +13K +120.2% $255.67 +41.1%
432 MLI MUELLER INDS INC Industrials 49,199.0 $6.0M 0.02% +33K +210.4% $122.93 -48.6%
433 WLK WESTLAKE CORPORATION Basic Materials 82,847.0 $6.0M 0.02% +23K +38.5% $73.00 +8.1%
434 MPC PUT MARATHON PETE CORP Energy 23,600.0 $6.0M 0.02% +3K +14.6% $255.67 +41.1%
435 PAYX PUT PAYCHEX INC Industrials 61,300.0 $6.0M 0.02% +40K +190.5% $98.33 +26.6%
436 ENPH PUT ENPHASE ENERGY INC Energy 122,000.0 $6.0M 0.02% +41K +50.4% $49.24 -21.6%
437 IEX IDEX CORP Industrials 26,369.0 $6.0M 0.02% +5K +23.1% $226.95 +3.3%
438 CI PUT THE CIGNA GROUP Healthcare 21,700.0 $6.0M 0.02% +17K +342.9% $275.68 +0.7%
439 ZM PUT ZOOM COMMUNICATIONS INC Technology 69,300.0 $6.0M 0.02% +51K +282.9% $86.31 +24.5%
440 AMKR CALL AMKOR TECHNOLOGY INC Technology 68,600.0 $5.9M 0.02% +56K +466.9% $86.23 -41.7%
Page 22 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%