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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 13 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PODD CALL INSULET CORP Healthcare 7,100.0 $1.1M 0.00% NEW $152.25 -0.0%
242 TDC TERADATA CORP DEL Technology 31,123.0 $1.1M 0.00% NEW $34.65 -19.8%
243 NXDR NEXTDOOR HOLDINGS INC Communication Services 473,082.0 $1.1M 0.00% NEW $2.27 +9.5%
244 CXT CRANE NXT CO Industrials 20,830.0 $1.1M 0.00% NEW $51.16 -5.7%
245 KEEL KEEL INFRASTRUCTURE CORP Technology 179,999.0 $1.0M 0.00% NEW $5.74 -43.1%
246 FRMI PUT FERMI INC Utilities 112,500.0 $1.0M 0.00% NEW $9.16 -37.7%
247 CRUS CALL CIRRUS LOGIC INC Technology 6,900.0 $1.0M 0.00% NEW $148.53 -20.2%
248 GAP GAP INC Consumer Cyclical 54,694.0 $1.0M 0.00% NEW $18.68 +7.4%
249 MAX MEDIAALPHA INC Communication Services 80,306.0 $1.0M 0.00% NEW $12.57 +7.1%
250 SURROZEN INC 38,832.0 $1.0M 0.00% NEW $25.95
251 VCEL VERICEL CORP Healthcare 22,578.0 $1.0M 0.00% NEW $44.49 -0.5%
252 ARQQ CALL ARQIT QUANTUM INC Technology 33,500.0 $996K 0.00% NEW $29.72 -27.8%
253 CCK CROWN HLDGS INC Consumer Cyclical 8,875.0 $992K 0.00% NEW $111.82 +5.1%
254 SLDE SLIDE INS HLDGS INC Financial Services 50,207.0 $973K 0.00% NEW $19.37 +16.9%
255 BCO PUT BRINKS CO Industrials 10,000.0 $945K 0.00% NEW $94.49 +16.1%
256 ECPG ENCORE CAP GROUP INC Financial Services 10,078.0 $940K 0.00% NEW $93.29 +9.5%
257 DFTX CALL DEFINIUM THERAPEUTICS INC Healthcare 19,900.0 $936K 0.00% NEW $47.04 -4.0%
258 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,518.0 $933K 0.00% NEW $614.38 -2.0%
259 CMCO COLUMBUS MCKINNON CORP N Y Industrials 60,548.0 $916K 0.00% NEW $15.13 +17.7%
260 ASM AVINO SILVER & GOLD MINES LT Basic Materials 142,615.0 $904K 0.00% NEW $6.34 +17.6%
Page 13 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%