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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 56 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CTAS CINTAS CORP Industrials 5,220.0 $888K 0.00% +3K +142.7% $170.08 +19.8%
1102 MPWR MONOLITHIC PWR SYS INC Technology 642.0 $887K 0.00% +349.0 +119.1% $1382.36 -4.8%
1103 SNA CALL SNAP ON INC Industrials 2,200.0 $885K 0.00% +300.0 +15.8% $402.40 -2.2%
1104 ENVX ENOVIX CORPORATION Industrials 145,820.0 $885K 0.00% +146K +10000.0% $6.07 -44.3%
1105 JKS CALL JINKOSOLAR HLDG CO LTD Energy 52,600.0 $884K 0.00% +42K +400.9% $16.80 -5.2%
1106 SWBI PUT SMITH & WESSON BRANDS INC Industrials 58,600.0 $881K 0.00% +19K +48.4% $15.04 -6.2%
1107 TBN TAMBORAN RES CORP Basic Materials 27,100.0 $881K 0.00% +19K +239.5% $32.51 +16.8%
1108 TECH PUT BIO-TECHNE CORP Healthcare 12,400.0 $876K 0.00% +5K +74.7% $70.65 +2.4%
1109 IBIO INC 500,375.0 $876K 0.00% +112K +28.8% $1.75
1110 AMTM CALL AMENTUM HOLDINGS INC Industrials 42,300.0 $874K 0.00% +9K +27.0% $20.67 +4.0%
1111 CALL BIRKENSTOCK HOLDING PLC 20,300.0 $874K 0.00% +1K +6.8% $43.03
1112 XLE SELECT SECTOR SPDR TR 16,417.0 $872K 0.00% +16K +2145.8% $53.11 +19.8%
1113 M PUT MACYS INC Consumer Cyclical 36,900.0 $869K 0.00% +13K +56.4% $23.55 -3.1%
1114 RNGR RANGER ENERGY SVCS INC Energy 54,241.0 $868K 0.00% +27K +100.6% $16.01 +7.0%
1115 GLOB CALL GLOBANT S A Technology 30,000.0 $868K 0.00% +15K +105.5% $28.94 +36.9%
1116 UPS UNITED PARCEL SVCS INC Industrials 8,075.0 $868K 0.00% +7K +621.0% $107.50 -5.1%
1117 PSTG PUT EVERPURE INC 11,000.0 $867K 0.00% +3K +30.9% $78.79
1118 ABVX PUT ABIVAX SA Healthcare 6,500.0 $866K 0.00% +2K +35.4% $133.26 -13.7%
1119 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 75,300.0 $858K 0.00% +2K +3.0% $11.40 -10.1%
1120 EGO ELDORADO GOLD CORP NEW Basic Materials 27,561.0 $857K 0.00% +2K +7.4% $31.09 +47.1%
Page 56 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%