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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 47 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 OMF CALL ONEMAIN HLDGS INC Financial Services 24,300.0 $1.5M 0.01% +10K +71.1% $60.97 +3.6%
922 JOBY CALL JOBY AVIATION INC Industrials 165,500.0 $1.5M 0.01% +900.0 +0.6% $8.92 -15.6%
923 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 8,500.0 $1.5M 0.01% +5K +150.0% $173.03 -53.8%
924 GWRE PUT GUIDEWIRE SOFTWARE INC Technology 11,900.0 $1.5M 0.01% +12K +10000.0% $123.05 +53.8%
925 TXT PUT TEXTRON INC Industrials 15,900.0 $1.5M 0.01% +13K +396.9% $91.73 -9.6%
926 VOD CALL VODAFONE GROUP PLC Communication Services 110,100.0 $1.5M 0.01% +86K +356.9% $13.22 +20.7%
927 OPEN PUT OPENDOOR TECHNOLOGIES INC Real Estate 314,900.0 $1.5M 0.01% +200K +174.1% $4.62 -23.6%
928 USAR CALL USA RARE EARTH INC Basic Materials 67,300.0 $1.5M 0.01% +34K +104.6% $21.58 -10.8%
929 CLSK CALL CLEANSPARK INC Technology 99,100.0 $1.4M 0.01% +40K +66.8% $14.55 -17.7%
930 LC PUT HAPPEN INC Financial Services 69,500.0 $1.4M 0.01% +2K +3.4% $20.74 -7.4%
931 PUT OUSTER INC 23,000.0 $1.4M 0.01% +15K +173.8% $62.52
932 ITW PUT ILLINOIS TOOL WKS INC Industrials 5,300.0 $1.4M 0.01% +5K +5200.0% $270.47 +4.4%
933 AFL AFLAC INC Financial Services 12,224.0 $1.4M 0.01% +9K +320.4% $117.25 -1.0%
934 QUBT CALL QUANTUM COMPUTING INC Technology 147,700.0 $1.4M 0.01% +75K +102.9% $9.70 -8.0%
935 EMR PUT EMERSON ELEC CO Industrials 10,000.0 $1.4M 0.01% +7K +233.3% $143.15 +9.8%
936 CVE CENOVUS ENERGY INC Energy 57,380.0 $1.4M 0.01% +28K +94.2% $24.81 +32.7%
937 HLMN HILLMAN SOLUTIONS CORP Industrials 168,410.0 $1.4M 0.01% +157K +1346.8% $8.44 -0.9%
938 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 56,000.0 $1.4M 0.01% +22K +62.8% $25.26 +3.6%
939 RF CALL REGIONS FINANCIAL CORP NEW Financial Services 46,800.0 $1.4M 0.01% +19K +70.2% $30.20 +0.7%
940 UEC CALL URANIUM ENERGY CORP Energy 132,400.0 $1.4M 0.01% +92K +226.9% $10.66 +19.7%
Page 47 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%