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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 71 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 EAT CALL BRINKER INTL INC Consumer Cyclical 2,100.0 $353K 0.00% +800.0 +61.5% $168.00 +38.8%
1402 AVPT PUT AVEPOINT INC Technology 31,300.0 $351K 0.00% +27K +611.4% $11.21 +17.1%
1403 SRAD SPORTRADAR GROUP AG Technology 23,374.0 $350K 0.00% +19K +416.7% $14.97 -15.8%
1404 NTES PUT NETEASE COM INC Technology 2,700.0 $346K 0.00% +1K +107.7% $128.14 -6.5%
1405 GNTX PUT GENTEX CORP Consumer Cyclical 13,600.0 $344K 0.00% +10K +257.9% $25.27 -6.6%
1406 SPB CALL SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,000.0 $343K 0.00% +3K +185.7% $85.75 +0.5%
1407 WRBY PUT WARBY PARKER INC Healthcare 11,300.0 $343K 0.00% +8K +253.1% $30.34 -9.5%
1408 BBBY CALL BED BATH & BEYOND INC Consumer Cyclical 59,100.0 $342K 0.00% +48K +427.7% $5.79 -26.1%
1409 MTN VAIL RESORTS INC Consumer Cyclical 2,505.0 $341K 0.00% +745.0 +42.3% $136.15 +10.3%
1410 VNOM PUT VIPER ENERGY INC Energy 8,000.0 $339K 0.00% +7K +566.7% $42.40 +6.2%
1411 QFIN PUT QFIN HOLDINGS INC Financial Services 21,400.0 $338K 0.00% +11K +103.8% $15.81 -27.6%
1412 ACM CALL AECOM Industrials 4,800.0 $335K 0.00% +2K +77.8% $69.80 -6.6%
1413 SPT CALL SPROUT SOCIAL INC Technology 44,300.0 $334K 0.00% +44K +10000.0% $7.55 +33.4%
1414 AUR AURORA INNOVATION INC Technology 48,830.0 $333K 0.00% +21K +77.1% $6.82 -10.3%
1415 KVYO PUT KLAVIYO INC Technology 21,800.0 $329K 0.00% +5K +32.1% $15.10 +19.9%
1416 UAA PUT UNDER ARMOUR INC Consumer Cyclical 50,900.0 $325K 0.00% +30K +143.5% $6.39 -17.1%
1417 WRBY CALL WARBY PARKER INC Healthcare 10,700.0 $325K 0.00% +7K +197.2% $30.34 -9.5%
1418 VRNS PUT VARONIS SYS INC Technology 7,700.0 $323K 0.00% +7K +755.6% $41.96 -2.6%
1419 LSCC PUT LATTICE SEMICONDUCTOR CORP Technology 2,100.0 $321K 0.00% +2K +250.0% $152.96 -23.1%
1420 AMP PUT AMERIPRISE FINL INC Financial Services 700.0 $321K 0.00% +100.0 +16.7% $458.76 +19.3%
Page 71 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%