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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 8 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX PUT BLACKSTONE INC Financial Services 211,500.0 $24.9M 0.09% +90K +73.4% $117.67 +20.8%
142 MAREX GROUP PLC 408,016.0 $24.9M 0.09% +248K +155.3% $60.95
143 CVX CALL CHEVRON CORPORATION Energy 147,900.0 $24.5M 0.09% +54K +57.7% $165.76 +25.2%
144 PUT NEBIUS GROUP N.V. 88,000.0 $24.3M 0.09% +55K +165.1% $276.17
145 RRX REGAL REXNORD CORPORATION Industrials 101,743.0 $24.2M 0.09% +62K +153.5% $238.19 -29.0%
146 DHI D R HORTON INC Consumer Cyclical 148,414.0 $24.2M 0.09% +145K +4897.1% $162.88 -8.6%
147 FPS FORGENT POWER SOLUTIONS INC Industrials 432,684.0 $24.2M 0.09% +307K +243.1% $55.86 -39.6%
148 C CITIGROUP INC Financial Services 170,459.0 $23.9M 0.09% +170K +10000.0% $139.96 -5.2%
149 MDB MONGODB INC Technology 70,965.0 $23.8M 0.09% +54K +320.4% $335.90 +27.8%
150 HLNE HAMILTON LANE INC Financial Services 301,565.0 $23.8M 0.09% +235K +354.5% $78.83 +31.7%
151 ORACLE CORP 525,000.0 $23.7M 0.09% +250K +90.9% $45.13
152 OSCR OSCAR HEALTH INC Healthcare 814,974.0 $23.2M 0.08% +758K +1324.4% $28.52 +15.1%
153 META PUT META PLATFORMS INC Communication Services 41,000.0 $23.1M 0.08% +22K +121.6% $563.29 -3.2%
154 AMER SPORTS INC 679,163.0 $23.0M 0.08% +667K +5394.4% $33.84
155 COKE COCA COLA CONS INC Consumer Defensive 118,382.0 $22.6M 0.08% +31K +36.1% $190.92 -2.4%
156 C PUT CITIGROUP INC Financial Services 159,700.0 $22.4M 0.08% +57K +55.8% $139.96 -5.2%
157 HOOD CALL ROBINHOOD MKTS INC Financial Services 220,600.0 $22.1M 0.08% +150K +213.3% $100.28 -4.0%
158 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 123,700.0 $22.0M 0.08% +123K +10000.0% $178.24 +18.5%
159 LIBERTY MEDIA CORP DEL 231,128.0 $22.0M 0.08% +199K +619.9% $95.14
160 NEBIUS GROUP N.V. 79,504.0 $22.0M 0.08% +42K +114.5% $276.17
Page 8 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%