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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 80 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 PTLO CALL PORTILLOS INC Consumer Cyclical 24,000.0 $114K +13K +118.2% $4.74 +4.1%
1582 FRPT PUT FRESHPET INC Consumer Defensive 1,900.0 $112K +600.0 +46.1% $59.12 +24.1%
1583 CRTO PUT CRITEO S A Communication Services 6,000.0 $110K +4K +233.3% $18.28 -0.1%
1584 FVRR CALL FIVERR INTL LTD Communication Services 10,600.0 $109K +7K +171.8% $10.32 -11.8%
1585 DOMO CALL DOMO INC Technology 34,100.0 $107K +13K +60.9% $3.13 +20.3%
1586 XMTR PUT XOMETRY INC Industrials 1,100.0 $106K +500.0 +83.3% $96.52 -11.5%
1587 CWEN CALL CLEARWAY ENERGY INC Utilities 3,100.0 $106K +200.0 +6.9% $34.18 -2.8%
1588 PEP PEPSICO INC Consumer Defensive 774.0 $105K +772.0 +10000.0% $135.40 +4.8%
1589 CMC COMMERCIAL METALS CO Basic Materials 1,666.0 $105K +758.0 +83.5% $62.75 +15.2%
1590 VIRT VIRTU FINL INC Financial Services 1,754.0 $104K +2K +4397.4% $59.57 +1.6%
1591 RUM CALL RUM GROUP INC Technology 16,300.0 $103K +11K +201.8% $6.34 +30.1%
1592 GNW GENWORTH FINL INC Financial Services 10,875.0 $103K +10K +1185.5% $9.47 +7.0%
1593 CB CHUBB LIMITED Financial Services 294.0 $100K +262.0 +818.8% $340.74 +1.7%
1594 BBBY BED BATH & BEYOND INC Consumer Cyclical 17,021.0 $99K +17K +10000.0% $5.79 -24.9%
1595 FIGS PUT FIGS INC Consumer Cyclical 9,600.0 $98K +9K +3100.0% $10.23 +39.1%
1596 PUT CNH INDL N V 8,700.0 $98K +2K +26.1% $11.23
1597 UPWK UPWORK INC Industrials 11,505.0 $96K +8K +237.4% $8.36 +4.2%
1598 CHARGEPOINT HOLDINGS INC 16,131.0 $95K +12K +296.9% $5.91
1599 WMS PUT ADVANCED DRAIN SYS INC DEL Industrials 600.0 $94K +200.0 +50.0% $156.96 -5.5%
1600 DXC PUT DXC TECHNOLOGY CO Technology 10,600.0 $94K +10K +863.6% $8.85 +21.9%
Page 80 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%