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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 9 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KMPR KEMPER CORP Financial Services 805,220.0 $21.7M 0.08% +480K +147.6% $26.96 +1.1%
162 PNR PENTAIR PLC Industrials 282,180.0 $21.6M 0.08% +232K +458.8% $76.66 -16.8%
163 JPM CALL JPMORGAN CHASE & CO Financial Services 65,600.0 $21.5M 0.08% +39K +143.0% $327.33 +7.4%
164 C CALL CITIGROUP INC Financial Services 152,100.0 $21.3M 0.08% +81K +113.9% $139.96 -7.4%
165 GSK GSK PLC Healthcare 402,472.0 $21.1M 0.07% +29K +7.9% $52.42 -0.9%
166 LSTR LANDSTAR SYS INC Industrials 101,750.0 $21.0M 0.07% +16K +18.5% $206.81 -11.8%
167 DEXCOM INC 22,524,000.0 $21.0M 0.07% +7.5M +50.2% $0.93
168 BX CALL BLACKSTONE INC Financial Services 173,900.0 $20.5M 0.07% +137K +366.2% $117.67 +20.1%
169 SCHW PUT SCHWAB CHARLES CORP Financial Services 219,100.0 $20.2M 0.07% +124K +129.7% $92.27 +19.0%
170 WSC WILLSCOT HLDGS CORP Industrials 700,354.0 $20.2M 0.07% +350K +99.9% $28.86 -23.8%
171 BLACKLINE INC 21,827,000.0 $20.1M 0.07% +17.1M +364.9% $0.92
172 RBRK RUBRIK INC. Technology 248,634.0 $20.0M 0.07% +160K +179.6% $80.28 +21.5%
173 AXP CALL AMERICAN EXPRESS CO Financial Services 58,900.0 $19.9M 0.07% +20K +52.2% $338.25 -2.1%
174 KO PUT COCA COLA CO Consumer Defensive 240,400.0 $19.5M 0.07% +123K +104.2% $81.27 +11.4%
175 DELL PUT DELL TECHNOLOGIES INC Technology 44,900.0 $19.4M 0.07% +18K +65.1% $431.46 +0.8%
176 PEP CALL PEPSICO INC Consumer Defensive 142,900.0 $19.3M 0.07% +98K +216.8% $135.40 +4.9%
177 RKT ROCKET COS INC Financial Services 1,212,485.0 $19.1M 0.07% +503K +70.8% $15.75 -10.7%
178 MMM 3M CO Industrials 117,157.0 $19.0M 0.07% +82K +231.1% $161.91 +10.0%
179 NU NU HLDGS LTD Financial Services 1,419,824.0 $19.0M 0.07% +980K +223.2% $13.36 +6.4%
180 GFS GLOBALFOUNDRIES INC Technology 230,148.0 $19.0M 0.07% +35K +17.9% $82.41 -42.6%
Page 9 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%