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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 73 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ACHC CALL ACADIA HEALTHCARE COMPANY IN Healthcare 10,300.0 $304K 0.00% +3K +39.2% $29.53 -8.7%
1442 BCE BCE INC Communication Services 14,122.0 $304K 0.00% +11K +350.8% $21.51 +10.6%
1443 BRZE PUT BRAZE INC Technology 14,000.0 $304K 0.00% +1K +10.2% $21.69 +41.6%
1444 PHR CALL PHREESIA INC Healthcare 29,500.0 $304K 0.00% +2K +9.3% $10.29 +16.6%
1445 WEBULL CORP 46,384.0 $302K 0.00% +46K +10000.0% $6.52
1446 DXC CALL DXC TECHNOLOGY CO Technology 34,000.0 $301K 0.00% +21K +165.6% $8.85 +20.9%
1447 FLR PUT FLUOR CORP Industrials 5,700.0 $299K 0.00% +1K +26.7% $52.39 -0.4%
1448 WAB CALL WABTEC Industrials 1,100.0 $297K 0.00% +500.0 +83.3% $269.60 +8.4%
1449 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 24,700.0 $292K 0.00% +14K +142.2% $11.82 -1.7%
1450 PUT RAMACO RES INC 22,000.0 $291K 0.00% +5K +32.5% $13.23
1451 YOU CALL CLEAR SECURE INC Technology 5,200.0 $290K 0.00% +600.0 +13.0% $55.73 -23.0%
1452 SYY SYSCO CORP Consumer Defensive 3,452.0 $289K 0.00% +3K +1559.6% $83.58 -0.6%
1453 ODDITY TECH LTD 18,972.0 $287K 0.00% +3K +18.5% $15.13
1454 WHD CALL CACTUS INC Energy 5,600.0 $287K 0.00% +5K +700.0% $51.23 +34.4%
1455 AMTM AMENTUM HOLDINGS INC Industrials 13,836.0 $286K 0.00% +10K +261.5% $20.67 -0.3%
1456 OLED CALL UNIVERSAL DISPLAY CORP Technology 3,300.0 $286K 0.00% +1K +43.5% $86.59 -0.1%
1457 UNFI PUT UNITED NAT FOODS INC Consumer Defensive 6,100.0 $279K 0.00% +700.0 +13.0% $45.67 +2.4%
1458 MEOH PUT METHANEX CORP Basic Materials 6,000.0 $277K 0.00% +2K +46.3% $46.15 +27.2%
1459 MPWR CALL MONOLITHIC PWR SYS INC Technology 200.0 $276K 0.00% +100.0 +100.0% $1382.36 -5.2%
1460 FSLY PUT FASTLY INC Technology 15,000.0 $275K 0.00% +3K +25.0% $18.36 +23.7%
Page 73 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%