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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 67 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ESTC PUT ELASTIC N V Technology 8,300.0 $473K 0.00% +4K +76.6% $57.02 +50.6%
1322 SAIL CALL SAILPOINT INC Technology 32,300.0 $473K 0.00% +8K +30.2% $14.64 +26.4%
1323 FLNG FLEX LNG LTD Energy 16,848.0 $473K 0.00% +16K +1998.1% $28.06 +14.3%
1324 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 7,604.0 $470K 0.00% +4K +107.7% $61.82 -3.8%
1325 WOR CALL WORTHINGTON ENTERPRISES INC Industrials 8,700.0 $468K 0.00% +8K +4250.0% $53.76 +4.9%
1326 TTMI PUT TTM TECHNOLOGIES INC Technology 2,500.0 $468K 0.00% +800.0 +47.1% $187.02 -38.8%
1327 LRN CALL STRIDE INC Consumer Defensive 5,400.0 $466K 0.00% +3K +134.8% $86.24 -2.5%
1328 LRN PUT STRIDE INC Consumer Defensive 5,400.0 $466K 0.00% +1K +35.0% $86.24 -2.5%
1329 PUT HYCROFT MINING HOLDING CORP 19,900.0 $466K 0.00% +11K +128.7% $23.40
1330 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5,575.0 $465K 0.00% +2K +51.2% $83.48 +9.6%
1331 ROL CALL ROLLINS INC Consumer Cyclical 11,100.0 $463K 0.00% +4K +48.0% $41.74 -12.8%
1332 KVYO CALL KLAVIYO INC Technology 30,600.0 $462K 0.00% +4K +12.9% $15.10 +19.9%
1333 JELD JELD-WEN HLDG INC Industrials 305,560.0 $458K 0.00% +117K +62.2% $1.50 +38.7%
1334 MIR PUT MIRION TECHNOLOGIES INC Industrials 25,400.0 $455K 0.00% +21K +452.2% $17.93 -15.1%
1335 DY PUT DYCOM INDS INC Industrials 900.0 $455K 0.00% +300.0 +50.0% $505.59 -20.8%
1336 VRSN CALL VERISIGN INC Technology 1,800.0 $453K 0.00% +200.0 +12.5% $251.56 +10.1%
1337 RPD CALL RAPID7 INC Technology 54,600.0 $442K 0.00% +33K +151.6% $8.10 +46.2%
1338 VKTX VIKING THERAPEUTICS INC Healthcare 11,302.0 $441K 0.00% +7K +147.2% $39.01 -11.9%
1339 PUT ODDITY TECH LTD 29,100.0 $440K 0.00% +26K +708.3% $15.13
1340 PERIMETER ACQUISITION CORP I 486,889.0 $438K 0.00% +82K +20.3% $0.90
Page 67 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%