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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 24 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SNX CALL TD SYNNEX CORPORATION Technology 1,100.0 $294K 0.00% NEW $267.34 -5.8%
462 PUT NEWSMAX INC 35,300.0 $292K 0.00% NEW $8.28
463 NYT NEW YORK TIMES CO MTN BE Communication Services 4,175.0 $292K 0.00% NEW $69.98 -5.7%
464 MEI CALL METHODE ELECTRS INC Technology 15,400.0 $292K 0.00% NEW $18.97 -25.1%
465 BLDP PUT BALLARD PWR SYS INC NEW Industrials 74,700.0 $291K 0.00% NEW $3.89 -35.7%
466 MC CALL MOELIS & CO Financial Services 4,400.0 $288K 0.00% NEW $65.42 +4.8%
467 CEVA CALL CEVA INC Technology 6,100.0 $288K 0.00% NEW $47.16 -36.6%
468 LINCOLN INTL INC 12,000.0 $286K 0.00% NEW $23.87
469 VIPS CALL VIPSHOP HLDGS LTD Consumer Cyclical 21,600.0 $286K 0.00% NEW $13.26 +9.0%
470 XPERI INC 34,096.0 $281K 0.00% NEW $8.23
471 OI PUT O-I GLASS INC Consumer Cyclical 29,100.0 $280K 0.00% NEW $9.63 -31.7%
472 SKY CHAMPION HOMES INC Consumer Cyclical 3,127.0 $276K 0.00% NEW $88.12 +5.1%
473 BBAI BIGBEAR AI HLDGS INC Technology 74,939.0 $275K 0.00% NEW $3.67 -13.6%
474 PVH CALL PVH CORPORATION Consumer Cyclical 3,700.0 $275K 0.00% NEW $74.26 +6.4%
475 DIOD PUT DIODES INC Technology 2,500.0 $274K 0.00% NEW $109.44 -13.8%
476 ALKT CALL ALKAMI TECHNOLOGY INC Technology 15,000.0 $272K 0.00% NEW $18.12 +10.5%
477 LESL LESLIES INC Consumer Cyclical 26,768.0 $272K 0.00% NEW $10.15 -93.6%
478 MLYS MINERALYS THERAPEUTICS INC Healthcare 10,052.0 $271K 0.00% NEW $26.98 -0.1%
479 SON CALL SONOCO PRODS CO Consumer Cyclical 4,800.0 $270K 0.00% NEW $56.35 +2.8%
480 GDS PUT GDS HLDGS LTD Technology 9,000.0 $270K 0.00% NEW $30.03 +11.0%
Page 24 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%