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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 31 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PPG PPG INDS INC Basic Materials 28,588.0 $3.5M 0.01% +8K +39.3% $121.29 -6.3%
602 CALL IQVIA HLDGS INC 17,900.0 $3.5M 0.01% +10K +123.8% $193.22
603 GE PUT GE AEROSPACE Industrials 9,200.0 $3.4M 0.01% +2K +33.3% $373.73 -6.8%
604 VVX V2X INC Industrials 46,094.0 $3.4M 0.01% +11K +29.5% $74.56 +5.3%
605 MAS MASCO CORP Industrials 42,214.0 $3.4M 0.01% +41K +3765.8% $81.37 -9.9%
606 KLIC PUT KULICKE & SOFFA INDS INC Technology 25,600.0 $3.4M 0.01% +21K +444.7% $133.76 -35.9%
607 TOTALENERGIES SE 43,814.0 $3.4M 0.01% +34K +337.2% $77.76
608 PINS CALL PINTEREST INC Communication Services 161,900.0 $3.4M 0.01% +118K +268.8% $21.03 +11.3%
609 WVE WAVE LIFE SCIENCES LTD Healthcare 585,453.0 $3.4M 0.01% +92K +18.6% $5.81 -9.0%
610 CEG CONSTELLATION ENERGY CORP Utilities 13,659.0 $3.4M 0.01% +11K +375.8% $248.37 +9.9%
611 ENB CALL ENBRIDGE INC Energy 62,500.0 $3.4M 0.01% +11K +22.1% $54.21 -6.9%
612 PWR PUT QUANTA SVCS INC Industrials 4,700.0 $3.4M 0.01% +3K +123.8% $720.04 -11.2%
613 BNS CALL BANK NOVA SCOTIA B C Financial Services 38,800.0 $3.4M 0.01% +31K +385.0% $86.84 +0.8%
614 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 58,000.0 $3.4M 0.01% +33K +135.8% $57.84 +11.4%
615 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 186,588.0 $3.4M 0.01% +125K +202.4% $17.96 +115.3%
616 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 52,200.0 $3.3M 0.01% +16K +45.4% $64.01 +16.9%
617 MTDR MATADOR RES CO Energy 67,029.0 $3.3M 0.01% +53K +366.7% $49.78 +17.3%
618 HY HYSTER-YALE INC Industrials 94,963.0 $3.3M 0.01% +87K +1084.5% $35.06 -1.0%
619 B CALL BARRICK MNG CORP Basic Materials 90,500.0 $3.3M 0.01% +13K +16.5% $36.73 +29.6%
620 B PUT BARRICK MNG CORP Basic Materials 90,400.0 $3.3M 0.01% +27K +43.0% $36.73 +29.6%
Page 31 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%