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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 43 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TTMI CALL TTM TECHNOLOGIES INC Technology 9,800.0 $1.8M 0.01% +4K +63.3% $187.02 -40.9%
842 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,500.0 $1.8M 0.01% +2K +77.4% $330.46 -1.2%
843 IVZ INVESCO LTD Financial Services 68,856.0 $1.8M 0.01% +64K +1205.3% $26.39 +21.3%
844 TOST PUT TOAST INC Technology 65,300.0 $1.8M 0.01% +41K +173.2% $27.82 +31.7%
845 BDX CALL BECTON DICKINSON & CO Healthcare 12,000.0 $1.8M 0.01% +10K +445.4% $151.33 +26.9%
846 AER AERCAP HOLDINGS NV Industrials 12,438.0 $1.8M 0.01% +8K +188.1% $145.78 +0.3%
847 BWA PUT BORGWARNER INC Consumer Cyclical 27,300.0 $1.8M 0.01% +17K +162.5% $66.40 +2.1%
848 HMC CALL HONDA MOTOR CO LTD Consumer Cyclical 66,800.0 $1.8M 0.01% +52K +339.5% $27.11 +23.1%
849 MCO MOODYS CORP Financial Services 3,974.0 $1.8M 0.01% +4K +740.2% $452.92 +11.1%
850 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 182,200.0 $1.8M 0.01% +46K +34.3% $9.86 +5.0%
851 ALLY CALL ALLY FINL INC Financial Services 39,000.0 $1.8M 0.01% +6K +19.3% $45.95 -6.6%
852 BWA CALL BORGWARNER INC Consumer Cyclical 26,900.0 $1.8M 0.01% +17K +163.7% $66.40 +2.1%
853 ELMD ELECTROMED INC Healthcare 41,906.0 $1.8M 0.01% +26K +164.6% $42.30 -6.7%
854 DOO BRP INC Consumer Cyclical 29,035.0 $1.8M 0.01% +20K +224.1% $61.02 +11.5%
855 CNH INDL N V 156,853.0 $1.8M 0.01% +43K +37.4% $11.23
856 VOD PUT VODAFONE GROUP PLC Communication Services 132,900.0 $1.8M 0.01% +83K +165.3% $13.22 +20.7%
857 ALC PUT ALCON AG Healthcare 26,100.0 $1.8M 0.01% +1K +4.0% $67.10 +9.7%
858 CPRT COPART INC Industrials 62,022.0 $1.7M 0.01% +11K +21.4% $28.19 +19.9%
859 ORA ORMAT TECHNOLOGIES INC Utilities 16,053.0 $1.7M 0.01% +13K +484.6% $108.90 -0.5%
860 SHOULDER INNOVATIONS INC 86,155.0 $1.7M 0.01% +972.0 +1.1% $20.28
Page 43 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%