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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 30 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 USB CALL US BANCORP Financial Services 61,500.0 $3.7M 0.01% +2K +2.5% $60.40 +2.7%
582 NTAP CALL NETAPP INC Technology 24,000.0 $3.7M 0.01% +16K +211.7% $154.76 +24.2%
583 LYFT LYFT INC Technology 253,349.0 $3.7M 0.01% +91K +56.5% $14.61 +19.6%
584 BIDU BAIDU INC Communication Services 32,378.0 $3.7M 0.01% +32K +10000.0% $114.29 -18.4%
585 LCID CALL LUCID GROUP INC Consumer Cyclical 553,000.0 $3.7M 0.01% +514K +1314.3% $6.69 -17.6%
586 SNAP SNAP INC Communication Services 827,460.0 $3.7M 0.01% +120K +16.9% $4.44 +17.9%
587 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 32,700.0 $3.7M 0.01% +13K +62.7% $112.32 +40.5%
588 AEIS ADVANCED ENERGY INDS Industrials 9,847.0 $3.7M 0.01% +8K +390.6% $372.87 -23.3%
589 EVTC EVERTEC INC Technology 131,747.0 $3.7M 0.01% +49K +59.0% $27.78 +7.6%
590 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 62,500.0 $3.7M 0.01% +33K +112.6% $58.44 -47.2%
591 AFL PUT AFLAC INC Financial Services 31,100.0 $3.6M 0.01% +18K +144.9% $117.25 -1.0%
592 ZM CALL ZOOM COMMUNICATIONS INC Technology 41,900.0 $3.6M 0.01% +17K +69.6% $86.31 +24.5%
593 CRTO CRITEO S A Communication Services 197,801.0 $3.6M 0.01% +38K +24.1% $18.28 -4.6%
594 LITE CALL LUMENTUM HLDGS INC Technology 4,200.0 $3.6M 0.01% +1K +50.0% $858.06 +1.0%
595 KMI PUT KINDER MORGAN INC DEL Energy 112,500.0 $3.6M 0.01% +74K +192.2% $31.97 -3.1%
596 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 45,610.0 $3.6M 0.01% +37K +429.2% $77.87 -8.1%
597 ZION CALL ZIONS BANCORPORATION NATL AS Financial Services 51,300.0 $3.5M 0.01% +48K +1503.1% $69.19 -1.5%
598 CNC PUT CENTENE CORP DEL Healthcare 55,100.0 $3.5M 0.01% +29K +113.6% $64.19 +1.3%
599 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 104,000.0 $3.5M 0.01% +76K +268.8% $34.00 +8.5%
600 LZ LEGALZOOM COM INC Industrials 567,599.0 $3.5M 0.01% +214K +60.3% $6.13 -4.8%
Page 30 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%