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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 49 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AGI CALL ALAMOS GOLD INC Basic Materials 44,200.0 $1.3M 0.01% +8K +23.1% $30.34 +24.8%
962 DTE PUT DTE ENERGY CO Utilities 8,800.0 $1.3M 0.01% +5K +137.8% $152.37 -11.3%
963 OZK PUT BANK OZK LITTLE ROCK ARK Financial Services 25,600.0 $1.3M 0.01% +10K +63.1% $52.09 -5.1%
964 AOS CALL SMITH A O CORP Industrials 21,200.0 $1.3M 0.01% +18K +523.5% $62.72 +0.6%
965 VSH PUT VISHAY INTERTECHNOLOGY INC Technology 24,700.0 $1.3M 0.01% +4K +20.5% $53.78 -41.2%
966 SOLV CALL SOLVENTUM CORP Healthcare 17,200.0 $1.3M 0.01% +5K +37.6% $77.15 +16.1%
967 MKC CALL MCCORMICK & CO INC Consumer Defensive 26,300.0 $1.3M 0.01% +1K +4.4% $50.42 +9.9%
968 KLIC CALL KULICKE & SOFFA INDS INC Technology 9,900.0 $1.3M 0.01% +4K +67.8% $133.76 -35.9%
969 EXEL CALL EXELIXIS INC Healthcare 24,300.0 $1.3M 0.01% +1K +4.7% $54.41 -0.6%
970 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 30,600.0 $1.3M 0.01% +12K +61.9% $43.18 +24.3%
971 MTRX MATRIX SVC CO Industrials 96,242.0 $1.3M 0.01% +72K +298.9% $13.70 -19.2%
972 BBWI CALL BATH & BODY WORKS INC Consumer Cyclical 57,000.0 $1.3M 0.01% +8K +17.0% $23.13 -15.9%
973 CRSP CRISPR THERAPEUTICS AG Healthcare 24,136.0 $1.3M 0.01% +23K +2537.8% $54.54 +9.1%
974 RDW CALL REDWIRE CORPORATION Industrials 107,600.0 $1.3M 0.01% +90K +497.8% $12.23 -1.7%
975 KBH CALL KB HOME Consumer Cyclical 21,000.0 $1.3M 0.01% +2K +11.1% $62.59 -11.5%
976 UEC PUT URANIUM ENERGY CORP Energy 122,900.0 $1.3M 0.01% +44K +55.8% $10.66 +19.7%
977 ECL PUT ECOLAB INC Basic Materials 4,700.0 $1.3M 0.01% +3K +176.5% $278.61 +1.1%
978 JBHT CALL HUNT J B TRANS SVCS INC Industrials 4,500.0 $1.3M 0.01% +2K +55.2% $289.43 -4.8%
979 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 153,400.0 $1.3M 0.01% +32K +26.5% $8.49 +48.2%
980 LOGI PUT LOGITECH INTL S A Technology 13,700.0 $1.3M 0.01% +10K +251.3% $94.04 +2.1%
Page 49 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%