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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 55 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 REAL ASSET ACQUISITION CORP 263,301.0 $953K 0.00% +25K +10.5% $3.62
1082 EFX CALL EQUIFAX INC Industrials 6,000.0 $952K 0.00% +600.0 +11.1% $158.72 +21.4%
1083 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,155.0 $950K 0.00% +516.0 +19.6% $301.03 -21.5%
1084 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 32,100.0 $948K 0.00% +23K +237.9% $29.54 -2.9%
1085 CDW CALL CDW CORP Technology 6,700.0 $942K 0.00% +4K +179.2% $140.64 -2.4%
1086 TSCO PUT TRACTOR SUPPLY CO Consumer Cyclical 29,800.0 $942K 0.00% +4K +16.4% $31.61 +10.7%
1087 PFGC CALL PERFORMANCE FOOD GROUP CO Consumer Defensive 8,400.0 $939K 0.00% +4K +104.9% $111.79 -6.1%
1088 CLX CLOROX CO DEL Consumer Defensive 9,769.0 $932K 0.00% +2K +22.9% $95.44 +11.8%
1089 YOU PUT CLEAR SECURE INC Technology 16,700.0 $931K 0.00% +2K +10.6% $55.73 -22.3%
1090 NXE PUT NEXGEN ENERGY LTD Energy 98,700.0 $927K 0.00% +52K +112.7% $9.39 +15.7%
1091 IOVA CALL IOVANCE BIOTHERAPEUTICS INC Healthcare 221,900.0 $923K 0.00% +222K +10000.0% $4.16 +99.3%
1092 CRCL CIRCLE INTERNET GROUP INC Financial Services 14,727.0 $922K 0.00% +14K +1232.8% $62.63 +40.5%
1093 DBX PUT DROPBOX INC Technology 33,500.0 $920K 0.00% +9K +39.0% $27.47 +25.5%
1094 SYM SYMBOTIC INC Industrials 20,391.0 $917K 0.00% +11K +117.5% $44.95 -6.9%
1095 PENG CALL PENGUIN SOLUTIONS INC Technology 11,900.0 $905K 0.00% +5K +80.3% $76.01 -30.8%
1096 BNTX PUT BIONTECH SE Healthcare 9,700.0 $903K 0.00% +2K +32.9% $93.05 +25.3%
1097 MKTX CALL MARKETAXESS HLDGS INC Financial Services 7,900.0 $897K 0.00% +8K +7800.0% $113.49 +42.8%
1098 J CALL JACOBS SOLUTIONS INC Industrials 7,100.0 $895K 0.00% +2K +26.8% $126.00 +19.1%
1099 SWBI CALL SMITH & WESSON BRANDS INC Industrials 59,300.0 $892K 0.00% +26K +76.5% $15.04 -6.2%
1100 SMTC PUT SEMTECH CORP Technology 5,500.0 $890K 0.00% +2K +66.7% $161.85 -23.3%
Page 55 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%