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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 52 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CALL EXPAND ENERGY CORPORATION 12,500.0 $1.1M 0.00% +700.0 +5.9% $91.19
1022 HAS CALL HASBRO INC Consumer Cyclical 13,800.0 $1.1M 0.00% +7K +115.6% $82.59 +13.3%
1023 POOL CALL POOL CORP Industrials 5,300.0 $1.1M 0.00% +2K +71.0% $214.90 -12.5%
1024 MCO CALL MOODYS CORP Financial Services 2,500.0 $1.1M 0.00% +1K +108.3% $452.92 +11.1%
1025 LNC PUT LINCOLN NATL CORP IND Financial Services 31,900.0 $1.1M 0.00% +16K +99.4% $35.35 +19.2%
1026 CALL AMER SPORTS INC 33,100.0 $1.1M 0.00% +16K +88.1% $33.84
1027 STLA STELLANTIS N.V Consumer Cyclical 193,086.0 $1.1M 0.00% +177K +1130.7% $5.74 -5.7%
1028 IDCC PUT INTERDIGITAL INC Technology 3,900.0 $1.1M 0.00% +1K +39.3% $283.13 +20.9%
1029 HMC HONDA MOTOR CO LTD Consumer Cyclical 40,559.0 $1.1M 0.00% +11K +39.5% $27.11 +23.1%
1030 QXO CALL QXO INC Industrials 63,500.0 $1.1M 0.00% +23K +58.4% $17.28 -20.4%
1031 DHI PUT D R HORTON INC Consumer Cyclical 6,700.0 $1.1M 0.00% +400.0 +6.3% $162.88 -8.9%
1032 UNM UNUM GROUP Financial Services 12,195.0 $1.1M 0.00% +5K +74.4% $89.40 -1.8%
1033 MTCH CALL MATCH GROUP INC NEW Communication Services 28,600.0 $1.1M 0.00% +10K +49.7% $38.05 +7.4%
1034 BALL PUT BALL CORP Consumer Cyclical 17,400.0 $1.1M 0.00% +4K +27.9% $62.40 +1.9%
1035 FNV CALL FRANCO NEV CORP Basic Materials 5,200.0 $1.1M 0.00% +600.0 +13.0% $208.44 +27.5%
1036 TDOC CALL TELADOC HEALTH INC Healthcare 127,700.0 $1.1M 0.00% +122K +2355.8% $8.48 -24.6%
1037 NGG CALL NATIONAL GRID PLC Utilities 13,000.0 $1.1M 0.00% +9K +202.3% $82.87 -3.8%
1038 FICO PUT FAIR ISAAC CORP Technology 900.0 $1.1M 0.00% +400.0 +80.0% $1194.78 -1.9%
1039 KVYO KLAVIYO INC Technology 71,203.0 $1.1M 0.00% +13K +21.8% $15.10 +21.4%
1040 DECK PUT DECKERS OUTDOOR CORP Consumer Cyclical 10,800.0 $1.1M 0.00% +3K +40.3% $99.29 -7.7%
Page 52 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%