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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 68 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 SGML SIGMA LITHIUM CORPORATION Basic Materials 34,216.0 $433K 0.00% +32K +1519.3% $12.65 -5.4%
1342 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 5,800.0 $432K 0.00% +2K +70.6% $74.48 +9.4%
1343 BFLY PUT BUTTERFLY NETWORK INC Healthcare 51,300.0 $432K 0.00% +26K +106.0% $8.42 +13.4%
1344 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 3,500.0 $431K 0.00% +2K +105.9% $123.05 +53.8%
1345 POWL CALL POWELL INDS INC Industrials 1,500.0 $430K 0.00% +1K +1400.0% $286.36 -31.0%
1346 CLBT CALL CELLEBRITE DI LTD Technology 29,300.0 $428K 0.00% +25K +581.4% $14.60 -24.3%
1347 WSC CALL WILLSCOT HLDGS CORP Industrials 14,800.0 $427K 0.00% +5K +46.5% $28.86 -23.3%
1348 DRS CALL LEONARDO DRS INC Industrials 10,000.0 $427K 0.00% +8K +354.6% $42.67 -4.6%
1349 OLED PUT UNIVERSAL DISPLAY CORP Technology 4,900.0 $424K 0.00% +4K +276.9% $86.59 -0.9%
1350 BWA BORGWARNER INC Consumer Cyclical 6,386.0 $424K 0.00% +5K +555.0% $66.40 +2.1%
1351 TKO CALL TKO GROUP HOLDINGS INC Communication Services 2,100.0 $423K 0.00% +300.0 +16.7% $201.31 -4.1%
1352 GO GROCERY OUTLET HLDG CORP Consumer Defensive 42,210.0 $421K 0.00% +33K +354.1% $9.98 +16.2%
1353 AI C3 AI INC Technology 46,103.0 $419K 0.00% +42K +937.0% $9.09 +13.3%
1354 AEE PUT AMEREN CORP Utilities 3,700.0 $418K 0.00% +3K +428.6% $113.04 -6.1%
1355 ICLR PUT ICON PUB LTD CO Healthcare 2,400.0 $417K 0.00% +2K +242.9% $173.71 -0.9%
1356 JBLU PUT JETBLUE AIRWAYS CORP Industrials 72,500.0 $415K 0.00% +67K +1218.2% $5.73 -14.7%
1357 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,422.0 $414K 0.00% +896.0 +170.3% $291.17 -10.1%
1358 NE CALL NOBLE CORP PLC Energy 11,100.0 $414K 0.00% +9K +344.0% $37.30 +24.0%
1359 BILI CALL BILIBILI INC Technology 24,300.0 $414K 0.00% +14K +131.4% $17.03 +0.2%
1360 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 9,500.0 $410K 0.00% +800.0 +9.2% $43.18 +24.3%
Page 68 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%