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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 51 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 9,700.0 $1.2M 0.00% +1K +16.9% $123.11 +31.0%
1002 ITRI CALL ITRON INC Technology 13,800.0 $1.2M 0.00% +3K +24.3% $86.53 +15.6%
1003 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 6,900.0 $1.2M 0.00% +5K +245.0% $173.03 -53.8%
1004 ALL PUT ALLSTATE CORP Financial Services 5,000.0 $1.2M 0.00% +2K +85.2% $237.94 +6.7%
1005 FIX CALL COMFORT SYS USA INC Industrials 600.0 $1.2M 0.00% +400.0 +200.0% $1981.95 -16.5%
1006 HDB CALL HDFC BANK LTD Financial Services 45,900.0 $1.2M 0.00% +6K +16.2% $25.83 -8.6%
1007 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 4,500.0 $1.2M 0.00% +4K +400.0% $263.26 +40.0%
1008 MTN PUT VAIL RESORTS INC Consumer Cyclical 8,700.0 $1.2M 0.00% +5K +135.1% $136.15 +12.2%
1009 CCEP CALL COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 11,800.0 $1.2M 0.00% +4K +42.2% $100.07 +7.9%
1010 PARR PUT PAR PAC HOLDINGS INC Energy 21,000.0 $1.2M 0.00% +5K +28.1% $56.08 +40.9%
1011 AXON CALL AXON ENTERPRISE INC Industrials 2,100.0 $1.2M 0.00% +600.0 +40.0% $560.61 +12.0%
1012 RHI PUT ROBERT HALF INC. Industrials 38,300.0 $1.2M 0.00% +28K +271.8% $30.70 +45.8%
1013 CALL WEBULL CORP 180,300.0 $1.2M 0.00% +25K +16.1% $6.52
1014 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 111,174.0 $1.2M 0.00% +57K +105.4% $10.57 +13.2%
1015 ACGL CALL ARCH CAP GROUP LTD Financial Services 12,100.0 $1.2M 0.00% +2K +26.0% $97.06 +2.4%
1016 ERIC PUT TELEFONAKTIEBOLAGET LM ERICS Technology 103,900.0 $1.2M 0.00% +81K +361.8% $11.15 -8.3%
1017 INMD CALL INMODE LTD Healthcare 79,200.0 $1.2M 0.00% +25K +45.9% $14.62 +3.0%
1018 ES CALL EVERSOURCE ENERGY Utilities 15,900.0 $1.1M 0.00% +8K +96.3% $72.27 -2.9%
1019 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 4,400.0 $1.1M 0.00% +2K +91.3% $260.64 -14.6%
1020 FLY CALL FIREFLY AEROSPACE INC Industrials 38,900.0 $1.1M 0.00% +38K +4222.2% $29.40 -16.8%
Page 51 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%