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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 78 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CRCT CRICUT INC Technology 38,374.0 $168K 0.00% +12K +44.1% $4.39 +23.0%
1542 RRX PUT REGAL REXNORD CORPORATION Industrials 700.0 $167K 0.00% +500.0 +250.0% $238.19 -30.4%
1543 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 28,200.0 $166K 0.00% +11K +67.9% $5.88 -41.2%
1544 CALL CALUMET INC 4,600.0 $166K 0.00% +3K +206.7% $36.02
1545 CENX PUT CENTURY ALUM CO Basic Materials 3,600.0 $166K 0.00% +600.0 +20.0% $46.01 -5.7%
1546 MUSA PUT MURPHY USA INC Consumer Cyclical 300.0 $162K 0.00% +200.0 +200.0% $538.87 +5.8%
1547 SSYS STRATASYS LTD Technology 18,775.0 $161K 0.00% +4K +27.4% $8.56 -8.2%
1548 LEIDOS HOLDINGS INC 1,532.0 $158K 0.00% +1K +457.1% $102.97
1549 FRO CALL FRONTLINE PLC Energy 4,500.0 $157K 0.00% +2K +114.3% $34.79 +25.2%
1550 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 2,940.0 $154K 0.00% +2K +306.6% $52.37 -14.4%
1551 TIGR CALL UP FINTECH HLDG LTD Financial Services 34,600.0 $152K 0.00% +24K +235.9% $4.40 +15.2%
1552 AWR AMER STATES WTR CO Utilities 1,842.0 $152K 0.00% +2K +533.0% $82.63 +8.1%
1553 JANX PUT JANUX THERAPEUTICS INC Healthcare 9,600.0 $147K 0.00% +5K +128.6% $15.36 +12.5%
1554 PCT PURECYCLE TECHNOLOGIES INC Industrials 17,864.0 $145K 0.00% +17K +1863.1% $8.11 -16.8%
1555 BYD CALL BOYD GAMING CORP Consumer Cyclical 1,600.0 $141K 0.00% +1K +433.3% $88.33 -8.4%
1556 SNDX CALL SYNDAX PHARMACEUTICALS INC Healthcare 6,400.0 $140K 0.00% +1K +18.5% $21.86 -9.7%
1557 VUZI PUT VUZIX CORP Technology 47,500.0 $138K +46K +2868.8% $2.90 +3.1%
1558 WING WINGSTOP INC Consumer Cyclical 791.0 $137K +339.0 +75.0% $173.41 -34.5%
1559 EH EHANG HLDGS LTD Industrials 20,899.0 $137K +13K +178.4% $6.55 -16.0%
1560 FORM FORMFACTOR INC Technology 853.0 $136K +394.0 +85.8% $159.93 -27.6%
Page 78 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%