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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 62 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CNI CALL CANADIAN NATL RY CO Industrials 5,300.0 $632K 0.00% +3K +96.3% $119.24 +8.9%
1222 ZBRA PUT ZEBRA TECHNOLOGIES CORPORATI Technology 2,400.0 $632K 0.00% +1K +84.6% $263.26 +40.0%
1223 POWL PUT POWELL INDS INC Industrials 2,200.0 $630K 0.00% +2K +266.7% $286.36 -31.0%
1224 VSAT PUT VIASAT INC Technology 7,000.0 $629K 0.00% +5K +288.9% $89.81 -16.8%
1225 PUT LEIDOS HOLDINGS INC 6,100.0 $628K 0.00% +4K +281.2% $102.97
1226 PUT STUBHUB HLDGS INC 48,800.0 $628K 0.00% +39K +383.2% $12.87
1227 AOS PUT SMITH A O CORP Industrials 9,900.0 $621K 0.00% +8K +518.8% $62.72 +0.6%
1228 MEOH CALL METHANEX CORP Basic Materials 13,400.0 $618K 0.00% +12K +1388.9% $46.15 +30.2%
1229 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 8,065.0 $616K 0.00% +4K +88.3% $76.40 +5.1%
1230 PAR PUT PAR TECHNOLOGY CORP Technology 35,100.0 $611K 0.00% +800.0 +2.3% $17.42 +12.1%
1231 TRP CALL TC ENERGY CORP Energy 9,200.0 $610K 0.00% +2K +33.3% $66.29 -6.4%
1232 TAK CALL TAKEDA PHARMACEUTICAL CO LTD Healthcare 38,000.0 $609K 0.00% +34K +763.6% $16.03 +13.4%
1233 HIMX CALL HIMAX TECHNOLOGIES INC Technology 39,600.0 $607K 0.00% +39K +10000.0% $15.34 -10.1%
1234 SMG PUT SCOTTS MIRACLE-GRO CO Basic Materials 8,900.0 $606K 0.00% +1K +17.1% $68.11 -10.4%
1235 TDW PUT TIDEWATER INC NEW Energy 9,000.0 $600K 0.00% +3K +50.0% $66.63 +43.0%
1236 THC PUT TENET HEALTHCARE CORP Healthcare 3,200.0 $599K 0.00% +2K +113.3% $187.08 +50.1%
1237 NTR PUT NUTRIEN LTD Basic Materials 9,500.0 $598K 0.00% +800.0 +9.2% $62.95 +19.6%
1238 CDNS CADENCE DESIGN SYSTEM INC Technology 1,588.0 $596K 0.00% +1K +260.9% $375.32 -15.0%
1239 APPN APPIAN CORP Technology 25,873.0 $592K 0.00% +24K +1306.9% $22.90 +67.2%
1240 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 5,000.0 $591K 0.00% +1K +35.1% $118.21 -6.6%
Page 62 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%