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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 69 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 LEVI CALL LEVI STRAUSS & CO NEW Consumer Cyclical 16,500.0 $410K 0.00% +600.0 +3.8% $24.83 -14.5%
1362 HIMX PUT HIMAX TECHNOLOGIES INC Technology 26,600.0 $408K 0.00% +17K +168.7% $15.34 -10.9%
1363 GXO GXO LOGISTICS INCORPORATED Industrials 8,036.0 $407K 0.00% +6K +252.3% $50.70 -10.5%
1364 CNQ CANADIAN NAT RES LTD MED TER Energy 10,293.0 $407K 0.00% +10K +1440.9% $39.50 +29.2%
1365 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,810.0 $405K 0.00% +52.0 +3.0% $223.95 +24.7%
1366 DOX PUT AMDOCS LTD Technology 8,000.0 $404K 0.00% +7K +1233.3% $50.54 +20.5%
1367 CASY CALL CASEYS GEN STORES INC Consumer Cyclical 500.0 $397K 0.00% +400.0 +400.0% $794.79 +4.2%
1368 AMPL CALL AMPLITUDE INC Technology 51,600.0 $395K 0.00% +17K +50.9% $7.65 +69.0%
1369 PUT UPBOUND GROUP INC 18,600.0 $395K 0.00% +5K +35.8% $21.22
1370 CALL HYCROFT MINING HOLDING CORP 16,800.0 $393K 0.00% +16K +5500.0% $23.40
1371 WCC WESCO INTL INC Industrials 1,137.0 $393K 0.00% +878.0 +339.0% $345.43 -2.1%
1372 JACK PUT JACK IN THE BOX INC Consumer Cyclical 24,800.0 $392K 0.00% +2K +9.7% $15.81 +5.0%
1373 PPL PPL CORP Utilities 10,712.0 $389K 0.00% +10K +828.2% $36.35 -3.2%
1374 VFC V F CORP Consumer Cyclical 23,125.0 $386K 0.00% +17K +299.3% $16.68 -16.4%
1375 RSI PUT RUSH STREET INTERACTIVE INC Consumer Cyclical 12,900.0 $384K 0.00% +4K +37.2% $29.74 -13.9%
1376 MBLY PUT MOBILEYE GLOBAL INC Consumer Cyclical 39,600.0 $383K 0.00% +23K +138.6% $9.68 -8.3%
1377 OMER CALL OMEROS CORP Healthcare 40,100.0 $381K 0.00% +15K +62.4% $9.51 +95.9%
1378 ADT CALL ADT INC DEL Industrials 58,500.0 $380K 0.00% +3K +6.0% $6.50 +13.4%
1379 PAGP PLAINS GP HLDGS L P Energy 15,576.0 $378K 0.00% +16K +10000.0% $24.27 +10.4%
1380 CNXC CALL CONCENTRIX CORP Technology 16,800.0 $376K 0.00% +7K +66.3% $22.41 +12.5%
Page 69 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%