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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 23 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ACADIAN ASSET MANAGEMENT INC 82,585.0 $5.9M 0.02% +63K +321.6% $71.52
442 RDDT CALL REDDIT INC Communication Services 33,700.0 $5.8M 0.02% +4K +12.0% $173.58 -11.7%
443 LOW LOWES COS INC Consumer Cyclical 26,323.0 $5.8M 0.02% +15K +133.5% $220.49 -2.0%
444 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 217,207.0 $5.8M 0.02% +60K +37.7% $26.52 -11.5%
445 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 146,821.0 $5.7M 0.02% +136K +1213.2% $38.96 +10.2%
446 SWKS SKYWORKS SOLUTIONS INC Technology 84,352.0 $5.7M 0.02% +75K +769.2% $67.80 -1.0%
447 OPCH OPTION CARE HEALTH INC Healthcare 272,298.0 $5.7M 0.02% +272K +10000.0% $20.97 +13.0%
448 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 22,800.0 $5.7M 0.02% +18K +330.2% $249.98 -4.1%
449 TGT PUT TARGET CORP Consumer Defensive 43,600.0 $5.7M 0.02% +20K +80.9% $130.61 +26.7%
450 SVM SILVERCORP METALS INC Basic Materials 562,601.0 $5.7M 0.02% +525K +1380.5% $10.10 +24.1%
451 ADI PUT ANALOG DEVICES INC Technology 14,300.0 $5.7M 0.02% +300.0 +2.1% $397.17 -6.1%
452 NTAP NETAPP INC Technology 36,647.0 $5.7M 0.02% +37K +10000.0% $154.76 +24.2%
453 SBUX PUT STARBUCKS CORP Consumer Cyclical 55,400.0 $5.7M 0.02% +10K +22.3% $102.19 +4.8%
454 SITM SITIME CORP Technology 7,564.0 $5.6M 0.02% +7K +3118.7% $745.56 -17.5%
455 SATS ECHOSTAR CORP Technology 55,127.0 $5.6M 0.02% +55K +10000.0% $101.50 -14.3%
456 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 39,200.0 $5.6M 0.02% +10K +36.1% $142.21 +5.6%
457 ONTO ONTO INNOVATION INC Technology 14,676.0 $5.6M 0.02% +4K +41.2% $378.45 -22.5%
458 LNG CALL CHENIERE ENERGY INC Energy 23,200.0 $5.5M 0.02% +20K +673.3% $239.01 +16.1%
459 CVNA PUT CARVANA CO Consumer Cyclical 84,000.0 $5.5M 0.02% +79K +1687.2% $65.82 +6.2%
460 INTU CALL INTUIT Technology 21,100.0 $5.5M 0.02% +5K +28.7% $261.00 +40.6%
Page 23 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%