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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 37 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 64,782.0 $2.5M 0.01% +64K +6320.4% $38.73 +59.7%
722 WAL CALL WESTERN ALLIANCE BANCORP Financial Services 30,500.0 $2.5M 0.01% +27K +824.2% $82.20 -3.1%
723 STLA PUT STELLANTIS N.V Consumer Cyclical 434,300.0 $2.5M 0.01% +230K +112.1% $5.74 -5.7%
724 XPEV PUT XPENG INC Consumer Cyclical 188,100.0 $2.5M 0.01% +44K +30.7% $13.24 -7.9%
725 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 9,500.0 $2.5M 0.01% +1K +14.5% $260.64 -14.6%
726 HALO PUT HALOZYME THERAPEUTICS INC Healthcare 31,600.0 $2.5M 0.01% +11K +51.9% $78.27 +38.2%
727 LMND PUT LEMONADE INC Financial Services 38,000.0 $2.5M 0.01% +31K +420.6% $65.05 -18.0%
728 HUM HUMANA INC Healthcare 6,209.0 $2.5M 0.01% +4K +166.2% $397.22 -4.6%
729 AIP ARTERIS INC Technology 50,608.0 $2.5M 0.01% +50K +10000.0% $48.59 -50.8%
730 M CALL MACYS INC Consumer Cyclical 103,900.0 $2.4M 0.01% +12K +12.4% $23.55 -3.1%
731 BCS CALL BARCLAYS PLC Financial Services 90,600.0 $2.4M 0.01% +9K +11.6% $26.86 -0.1%
732 EL PUT LAUDER ESTEE COS INC Consumer Defensive 30,800.0 $2.4M 0.01% +7K +28.3% $78.95 +29.1%
733 CALL VIKING HOLDINGS LTD 23,200.0 $2.4M 0.01% +11K +95.0% $104.67
734 SONY CALL SONY GROUP CORP Technology 120,700.0 $2.4M 0.01% +29K +31.3% $20.06 +19.2%
735 KLAC PUT KLA CORP Technology 8,000.0 $2.4M 0.01% +5K +166.7% $301.71 -39.0%
736 OSCR PUT OSCAR HEALTH INC Healthcare 84,300.0 $2.4M 0.01% +32K +62.4% $28.52 +12.3%
737 BLSH BULLISH Technology 102,488.0 $2.4M 0.01% +65K +176.7% $23.43 +29.8%
738 AIG AMERICAN INTL GROUP INC Financial Services 32,122.0 $2.4M 0.01% +32K +10000.0% $74.53 +2.1%
739 JD CALL JD.COM INC Consumer Cyclical 93,400.0 $2.4M 0.01% +36K +63.6% $25.48 +15.3%
740 OVV CALL OVINTIV INC Energy 45,000.0 $2.4M 0.01% +45K +10000.0% $52.65 +26.9%
Page 37 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%