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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 10 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ERAS ERASCA INC Healthcare 94,706.0 $1.7M 0.01% NEW $18.32 -1.2%
182 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 198,638.0 $1.7M 0.01% NEW $8.57 +47.8%
183 EAGLEROCK LD LLC 80,052.0 $1.7M 0.01% NEW $21.25
184 ARXS ARXIS INC Industrials 36,725.0 $1.7M 0.01% NEW $46.14 +22.6%
185 PUT KLARNA GROUP PLC 82,700.0 $1.7M 0.01% NEW $20.24
186 GD PUT GENERAL DYNAMICS CORP Industrials 4,700.0 $1.7M 0.01% NEW $354.24 +11.1%
187 AGL AGILON HEALTH INC Healthcare 15,440.0 $1.7M 0.01% NEW $107.18 -11.0%
188 MANU MANCHESTER UTD PLC NEW Communication Services 71,793.0 $1.6M 0.01% NEW $22.93 +2.5%
189 MNTN INC 178,836.0 $1.6M 0.01% NEW $9.20
190 ASTRANA HEALTH INC 35,267.0 $1.6M 0.01% NEW $46.41
191 LOB LIVE OAK BANCSHARES INC Financial Services 39,973.0 $1.6M 0.01% NEW $40.84 +4.3%
192 TT CALL TRANE TECHNOLOGIES PLC Industrials 3,300.0 $1.6M 0.01% NEW $491.16 -5.7%
193 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 44,372.0 $1.6M 0.01% NEW $36.41 +6.6%
194 PTCT PTC THERAPEUTICS INC Healthcare 19,522.0 $1.6M 0.01% NEW $81.57 -11.0%
195 COPX GLOBAL X FDS 20,510.0 $1.6M 0.01% NEW $76.97 +11.2%
196 OOMA CALL OOMA INC Communication Services 82,100.0 $1.6M 0.01% NEW $19.22 +7.5%
197 HMH HMH HLDG INC Energy 82,951.0 $1.6M 0.01% NEW $18.74 +12.1%
198 BW BABCOCK & WILCOX ENTERPRISES Industrials 109,324.0 $1.5M 0.01% NEW $14.10 -35.2%
199 TENAX THERAPEUTICS INC 105,237.0 $1.5M 0.01% NEW $14.55
200 MKL MARKEL GROUP INC Financial Services 783.0 $1.5M 0.01% NEW $1953.01 -7.1%
Page 10 of 51  ·  1,013 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%