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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 54 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ONDS ONDAS INC Technology 122,904.0 $1.0M 0.00% +123K +10000.0% $8.24 +5.7%
1062 PBT PERMIAN BASIN RTY TR Energy 40,394.0 $1.0M 0.00% +30K +285.8% $25.04 +36.9%
1063 SYF PUT SYNCHRONY FINANCIAL Financial Services 13,300.0 $1.0M 0.00% +4K +49.4% $76.05 +4.5%
1064 ENVX CALL ENOVIX CORPORATION Industrials 166,000.0 $1.0M 0.00% +93K +127.7% $6.07 -44.3%
1065 ONDS PUT ONDAS INC Technology 121,800.0 $1.0M 0.00% +99K +438.9% $8.24 +5.7%
1066 HIMALAYA SHIPPING LTD 75,011.0 $1.0M 0.00% +7K +10.8% $13.36
1067 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 3,400.0 $997K 0.00% +2K +100.0% $293.18 +4.1%
1068 ROL ROLLINS INC Consumer Cyclical 23,881.0 $997K 0.00% +18K +339.6% $41.74 -11.6%
1069 ZETA ZETA GLOBAL HOLDINGS CORP Technology 50,535.0 $995K 0.00% +33K +183.0% $19.68 +47.7%
1070 TDOC PUT TELADOC HEALTH INC Healthcare 116,700.0 $990K 0.00% +86K +286.4% $8.48 -24.6%
1071 FLY PUT FIREFLY AEROSPACE INC Industrials 33,600.0 $988K 0.00% +3K +9.8% $29.40 -16.8%
1072 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 5,100.0 $985K 0.00% +5K +5000.0% $193.23 +5.8%
1073 NDAQ PUT NASDAQ INC Financial Services 12,500.0 $985K 0.00% +4K +50.6% $78.82 +24.6%
1074 BURL CALL BURLINGTON STORES INC Consumer Cyclical 3,100.0 $982K 0.00% +2K +158.3% $316.80 +3.1%
1075 RNG CALL RINGCENTRAL INC Technology 25,100.0 $978K 0.00% +10K +71.9% $38.98 +71.9%
1076 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,535.0 $964K 0.00% +9K +212.6% $76.88 -1.1%
1077 MKC MCCORMICK & CO INC Consumer Defensive 19,089.0 $962K 0.00% +712.0 +3.9% $50.42 +9.9%
1078 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 13,200.0 $957K 0.00% +200.0 +1.5% $72.51 +11.5%
1079 RMBS CALL RAMBUS INC DEL Technology 7,200.0 $956K 0.00% +1K +24.1% $132.74 -31.3%
1080 RHI CALL ROBERT HALF INC. Industrials 31,100.0 $955K 0.00% +30K +2292.3% $30.70 +45.8%
Page 54 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%