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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 30 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BKSY BLACKSKY TECHNOLOGY INC Technology 6,880.0 $192K 0.00% NEW $27.92 -5.2%
582 PRCT CALL PROCEPT BIOROBOTICS CORP Healthcare 8,500.0 $192K 0.00% NEW $22.58 -8.1%
583 TTEK PUT TETRA TECH INC NEW Industrials 6,600.0 $191K 0.00% NEW $28.89 +26.7%
584 CCK PUT CROWN HLDGS INC Consumer Cyclical 1,700.0 $190K 0.00% NEW $111.82 +4.7%
585 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 19,066.0 $189K 0.00% NEW $9.91 -28.5%
586 PUBM PUT PUBMATIC INC Technology 14,400.0 $189K 0.00% NEW $13.12 +25.0%
587 TKR CALL TIMKEN CO Industrials 1,300.0 $189K 0.00% NEW $145.32 -14.8%
588 RLAY PUT RELAY THERAPEUTICS INC Healthcare 10,000.0 $187K 0.00% NEW $18.71 +4.5%
589 NE NOBLE CORP PLC Energy 5,014.0 $187K 0.00% NEW $37.30 +25.2%
590 PUT MADISON SQUARE GARDEN ENTMT 2,300.0 $186K 0.00% NEW $80.89
591 TH CALL TARGET HOSPITALITY CORP Industrials 9,100.0 $185K 0.00% NEW $20.36 -14.2%
592 MNRO CALL MONRO INC Consumer Cyclical 10,800.0 $185K 0.00% NEW $17.11 -31.7%
593 SMFG CALL SUMITOMO MITSUI FIN GRP INC Financial Services 7,800.0 $184K 0.00% NEW $23.58 +4.0%
594 BKD BROOKDALE SR LIVING INC Healthcare 11,385.0 $183K 0.00% NEW $16.09 -25.2%
595 AOSL CALL ALPHA & OMEGA SEMICONDUCTOR Technology 3,800.0 $180K 0.00% NEW $47.33 -44.7%
596 DHX DHI GROUP INC Industrials 46,475.0 $172K 0.00% NEW $3.71 +13.7%
597 ALKT PUT ALKAMI TECHNOLOGY INC Technology 9,500.0 $172K 0.00% NEW $18.12 +10.2%
598 EVI EVI INDS INC Industrials 11,639.0 $172K 0.00% NEW $14.78 +3.5%
599 CARS CALL CARS COM INC Consumer Cyclical 15,600.0 $171K 0.00% NEW $10.94 +12.4%
600 CALL FEDEX FGHT HLDG CO INC 1,100.0 $166K 0.00% NEW $151.00
Page 30 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%