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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 28 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EIX CALL EDISON INTL Utilities 55,900.0 $4.2M 0.01% +44K +365.8% $74.45 -3.8%
542 LEU CENTRUS ENERGY CORP Energy 24,791.0 $4.2M 0.01% +314.0 +1.3% $167.87 +11.0%
543 LYFT CALL LYFT INC Technology 284,500.0 $4.2M 0.01% +209K +275.3% $14.61 +19.6%
544 VTRS CALL VIATRIS INC Healthcare 259,200.0 $4.1M 0.01% +99K +61.7% $15.88 +2.8%
545 PDD CALL PDD HOLDINGS INC Consumer Cyclical 53,300.0 $4.1M 0.01% +35K +196.1% $76.28 +15.9%
546 SEANERGY MARITIME HLDGS CORP 302,380.0 $4.1M 0.01% +15K +5.2% $13.43
547 RY PUT ROYAL BK CDA Financial Services 19,500.0 $4.0M 0.01% +6K +42.3% $206.97 -0.8%
548 BHP CALL BHP BILLITON LIMITED Basic Materials 48,400.0 $4.0M 0.01% +36K +284.1% $83.31 +16.5%
549 PGR CALL PROGRESSIVE CORP Financial Services 18,300.0 $4.0M 0.01% +12K +169.1% $218.45 +0.4%
550 NU PUT NU HLDGS LTD Financial Services 299,200.0 $4.0M 0.01% +243K +431.4% $13.36 +9.1%
551 AR CALL ANTERO RESOURCES CORP Energy 112,900.0 $4.0M 0.01% +84K +296.1% $35.14 +8.0%
552 QSR CALL RESTAURANT BRANDS INTL INC Consumer Cyclical 54,700.0 $4.0M 0.01% +30K +123.3% $72.51 +11.5%
553 BCS PUT BARCLAYS PLC Financial Services 147,300.0 $4.0M 0.01% +58K +64.2% $26.86 -0.1%
554 SJM SMUCKER J M CO Consumer Defensive 34,846.0 $3.9M 0.01% +31K +897.9% $112.50 +10.5%
555 CIFR CALL CIPHER DIGITAL INC Financial Services 159,800.0 $3.9M 0.01% +5K +3.2% $24.50 -35.7%
556 IOT PUT SAMSARA INC Technology 120,500.0 $3.9M 0.01% +60K +99.8% $32.43 +23.2%
557 TFC CALL TRUIST FINL CORP Financial Services 78,100.0 $3.9M 0.01% +43K +121.9% $49.82 +1.2%
558 SO PUT SOUTHERN CO Utilities 40,600.0 $3.9M 0.01% +4K +10.6% $95.71 -7.1%
559 IREN CALL IREN LIMITED Financial Services 84,700.0 $3.9M 0.01% +17K +24.6% $45.73 -8.4%
560 SU CALL SUNCOR ENERGY INC NEW Energy 72,100.0 $3.9M 0.01% +11K +18.4% $53.68 +27.5%
Page 28 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%