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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 57 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 THO CALL THOR INDS INC Consumer Cyclical 11,300.0 $849K 0.00% +11K +3666.7% $75.16 +5.8%
1122 AXIA ENERGIA SA 80,338.0 $848K 0.00% +56K +230.9% $10.56
1123 MET CALL METLIFE INC Financial Services 10,000.0 $846K 0.00% +1K +11.1% $84.61 +11.5%
1124 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 2,100.0 $844K 0.00% +2K +950.0% $401.84 +1.1%
1125 OLLI PUT OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 10,900.0 $838K 0.00% +7K +172.5% $76.88 -1.1%
1126 TAP CALL MOLSON COORS BEVERAGE CO Consumer Defensive 21,500.0 $838K 0.00% +5K +28.0% $38.96 +10.2%
1127 SGHC PUT SUPER GROUP SGHC LIMITED Consumer Cyclical 61,600.0 $835K 0.00% +46K +297.4% $13.55 -1.8%
1128 PLNT PUT PLANET FITNESS MASTER ISSUER Consumer Cyclical 15,900.0 $830K 0.00% +11K +218.0% $52.17 +3.9%
1129 OSK CALL OSHKOSH CORP Industrials 5,400.0 $829K 0.00% +2K +63.6% $153.48 +2.4%
1130 DUOL CALL DUOLINGO INC Technology 7,200.0 $828K 0.00% +2K +46.9% $115.02 +27.0%
1131 QXO PUT QXO INC Industrials 47,700.0 $824K 0.00% +26K +119.8% $17.28 -20.4%
1132 IDCC INTERDIGITAL INC Technology 2,895.0 $820K 0.00% +2K +469.9% $283.13 +20.9%
1133 VNOM CALL VIPER ENERGY INC Energy 19,300.0 $818K 0.00% +6K +40.9% $42.40 +6.8%
1134 BLSH PUT BULLISH Technology 34,900.0 $818K 0.00% +33K +2081.2% $23.43 +29.8%
1135 XYL CALL XYLEM INC Industrials 6,900.0 $816K 0.00% +7K +3350.0% $118.21 -4.1%
1136 BFLY CALL BUTTERFLY NETWORK INC Healthcare 96,800.0 $815K 0.00% +92K +1916.7% $8.42 +13.4%
1137 HDB PUT HDFC BANK LTD Financial Services 31,500.0 $814K 0.00% +10K +43.2% $25.83 -8.6%
1138 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 14,800.0 $808K 0.00% +9K +169.1% $54.62 +20.4%
1139 THRM GENTHERM INC Consumer Cyclical 23,521.0 $802K 0.00% +7K +41.8% $34.11 +18.6%
1140 MIR CALL MIRION TECHNOLOGIES INC Industrials 44,500.0 $798K 0.00% +11K +31.3% $17.93 -17.3%
Page 57 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%