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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 32 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TSN CALL TYSON FOODS INC Consumer Defensive 57,900.0 $3.3M 0.01% +18K +43.3% $57.25 +2.1%
622 CRVL CORVEL CORP Financial Services 52,915.0 $3.3M 0.01% +49K +1219.9% $62.52 +12.2%
623 LOGI CALL LOGITECH INTL S A Technology 34,900.0 $3.3M 0.01% +15K +73.6% $94.04 +2.1%
624 EQNR CALL EQUINOR ASA Energy 104,200.0 $3.3M 0.01% +90K +644.3% $31.40 +36.5%
625 OKLO PUT OKLO INC Utilities 62,500.0 $3.3M 0.01% +20K +48.8% $52.33 -19.6%
626 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,332.0 $3.3M 0.01% +9K +2375.3% $350.07 -9.7%
627 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37,861.0 $3.3M 0.01% +32K +595.3% $86.09 +17.3%
628 EMR CALL EMERSON ELEC CO Industrials 22,600.0 $3.2M 0.01% +18K +413.6% $143.15 +9.8%
629 SWKS CALL SKYWORKS SOLUTIONS INC Technology 47,600.0 $3.2M 0.01% +12K +33.0% $67.80 -1.0%
630 TEL CALL TE CONNECTIVITY PLC Technology 16,000.0 $3.2M 0.01% +13K +370.6% $201.61 +1.0%
631 CPRT PUT COPART INC Industrials 114,000.0 $3.2M 0.01% +49K +75.9% $28.19 +19.9%
632 HALO CALL HALOZYME THERAPEUTICS INC Healthcare 41,000.0 $3.2M 0.01% +28K +222.8% $78.27 +38.2%
633 GPC CALL GENUINE PARTS CO Consumer Cyclical 27,200.0 $3.2M 0.01% +21K +318.5% $117.98 +13.5%
634 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 105,400.0 $3.2M 0.01% +62K +142.9% $30.18 -1.4%
635 STLA CALL STELLANTIS N.V Consumer Cyclical 553,300.0 $3.2M 0.01% +250K +82.4% $5.74 -5.7%
636 CVE PUT CENOVUS ENERGY INC Energy 128,000.0 $3.2M 0.01% +68K +113.3% $24.81 +32.7%
637 FITB PUT FIFTH THIRD BANCORP Financial Services 55,900.0 $3.2M 0.01% +33K +143.0% $56.37 -2.7%
638 LI PUT LI AUTO INC Consumer Cyclical 267,600.0 $3.1M 0.01% +152K +130.5% $11.74 +11.2%
639 HSY CALL HERSHEY CO Consumer Defensive 17,900.0 $3.1M 0.01% +9K +103.4% $175.45 +6.3%
640 PCAR CALL PACCAR INC Industrials 26,100.0 $3.1M 0.01% +19K +289.6% $120.12 +9.1%
Page 32 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%