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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 31 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CALL ATAIBECKLEY INC 31,200.0 $164K 0.00% NEW $5.27
602 IPGP CALL IPG PHOTONICS CORP Technology 1,400.0 $164K 0.00% NEW $117.32 -36.3%
603 SERV PUT SERVE ROBOTICS INC Industrials 24,900.0 $164K 0.00% NEW $6.58 -29.5%
604 SON PUT SONOCO PRODS CO Consumer Cyclical 2,900.0 $163K 0.00% NEW $56.35 +3.2%
605 NOVT CALL NOVANTA INC Technology 1,000.0 $162K 0.00% NEW $162.24 -9.8%
606 PTON PUT PELOTON INTERACTIVE INC Consumer Cyclical 27,300.0 $161K 0.00% NEW $5.91 -7.4%
607 WOLF WOLFSPEED INC Technology 3,341.0 $161K 0.00% NEW $48.25 -47.8%
608 TS PUT TENARIS S A Energy 2,900.0 $161K 0.00% NEW $55.49 -4.8%
609 TALO CALL TALOS ENERGY INC Energy 12,400.0 $160K 0.00% NEW $12.91 +37.6%
610 TUSK MAMMOTH ENERGY SVCS INC Industrials 49,141.0 $160K 0.00% NEW $3.25 -3.4%
611 MRAM PUT EVERSPIN TECHNOLOGIES INC Technology 6,600.0 $160K 0.00% NEW $24.18 -30.8%
612 SCVL CALL SHOE STA GROUP INC Consumer Cyclical 10,700.0 $159K 0.00% NEW $14.83 +5.3%
613 PLAB PUT PHOTRONICS INC Technology 4,800.0 $156K 0.00% NEW $32.53 -7.9%
614 BAP PUT CREDICORP LTD Financial Services 400.0 $156K 0.00% NEW $389.58 -4.4%
615 EVER CALL EVERQUOTE INC Communication Services 6,500.0 $155K 0.00% NEW $23.79 +4.4%
616 ATEX CALL ANTERIX INC Communication Services 1,500.0 $154K 0.00% NEW $102.94 -18.2%
617 MNSO CALL MINISO GROUP HLDG LTD Consumer Cyclical 12,800.0 $154K 0.00% NEW $12.06 -7.4%
618 OOMA PUT OOMA INC Communication Services 8,000.0 $154K 0.00% NEW $19.22 +5.8%
619 PEGA CALL PEGASYSTEMS INC Technology 5,100.0 $153K 0.00% NEW $29.97 +12.2%
620 MX CALL MAGNACHIP SEMICONDUCTOR CORP Technology 32,300.0 $153K 0.00% NEW $4.73 -30.9%
Page 31 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%