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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 33 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 A CALL AGILENT TECHNOLOGIES INC Healthcare 23,600.0 $3.1M 0.01% +18K +337.0% $132.83 +19.6%
642 ISRG INTUITIVE SURGICAL INC Healthcare 7,869.0 $3.1M 0.01% +1K +14.9% $397.68 -4.7%
643 VIAV CALL VIAVI SOLUTIONS INC Technology 65,500.0 $3.1M 0.01% +54K +464.7% $47.75 -18.5%
644 LI CALL LI AUTO INC Consumer Cyclical 266,000.0 $3.1M 0.01% +178K +203.7% $11.74 +11.2%
645 ETON PHARMACEUTICALS INC 86,249.0 $3.1M 0.01% +4K +5.2% $36.20
646 SBSW CALL SIBANYE STILLWATER LTD Basic Materials 366,600.0 $3.1M 0.01% +267K +269.2% $8.49 +48.2%
647 GPN CALL GLOBAL PMTS INC Industrials 42,800.0 $3.1M 0.01% +27K +174.4% $72.56 +28.8%
648 UMC UNITED MICROELECTRONICS CORP Technology 113,494.0 $3.1M 0.01% +41K +56.0% $27.21 -32.6%
649 CHWY PUT CHEWY INC Consumer Cyclical 157,100.0 $3.1M 0.01% +49K +45.9% $19.65 +22.2%
650 LNG PUT CHENIERE ENERGY INC Energy 12,800.0 $3.1M 0.01% +8K +172.3% $239.01 +16.1%
651 ADSK PUT AUTODESK INC Technology 15,700.0 $3.1M 0.01% +6K +53.9% $194.42 +30.6%
652 SWKS PUT SKYWORKS SOLUTIONS INC Technology 45,000.0 $3.1M 0.01% +21K +85.2% $67.80 -1.0%
653 ARM ARM HOLDINGS PLC Technology 8,509.0 $3.0M 0.01% +2K +38.5% $354.57 -31.4%
654 SCCO PUT SOUTHERN COPPER CORP Basic Materials 17,300.0 $3.0M 0.01% +6K +54.5% $174.26 +24.0%
655 NXPI CALL NXP SEMICONDUCTORS N V Technology 10,700.0 $3.0M 0.01% +2K +18.9% $281.03 -19.7%
656 VEEV CALL VEEVA SYS INC Healthcare 16,900.0 $3.0M 0.01% +15K +1026.7% $177.47 +39.7%
657 BTDR BITDEER TECHNOLOGIES GROUP Technology 188,217.0 $3.0M 0.01% +83K +78.2% $15.87 -28.4%
658 CNP PUT CENTERPOINT ENERGY INC Utilities 67,800.0 $3.0M 0.01% +5K +7.5% $44.04 -12.0%
659 DE CALL DEERE & CO Industrials 4,700.0 $3.0M 0.01% +4K +1466.7% $634.33 +2.1%
660 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 98,100.0 $3.0M 0.01% +65K +200.0% $30.18 -1.4%
Page 33 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%