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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 33 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 UHS CALL UNIVERSAL HLTH SVCS INC Healthcare 900.0 $134K NEW $148.69 +15.9%
642 LNTH CALL LANTHEUS HLDGS INC Healthcare 1,200.0 $133K NEW $110.94 -9.4%
643 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 16,932.0 $133K NEW $7.86 +11.1%
644 CALL PAGAYA TECHNOLOGIES LTD 7,200.0 $131K NEW $18.25
645 LBRT CALL LIBERTY ENERGY INC Energy 5,000.0 $131K NEW $26.19 -23.1%
646 VRRM PUT VERRA MOBILITY CORP Technology 30,800.0 $131K NEW $4.25 +9.4%
647 IPWR IDEAL PWR INC Industrials 24,377.0 $131K NEW $5.36 -2.4%
648 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 19,323.0 $130K NEW $6.72 +53.0%
649 BBW PUT BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 4,200.0 $129K NEW $30.61 +29.3%
650 PUT PAGAYA TECHNOLOGIES LTD 7,000.0 $128K NEW $18.25
651 TALO PUT TALOS ENERGY INC Energy 9,800.0 $127K NEW $12.91 +33.0%
652 CPA COPA HOLDINGS SA Industrials 807.0 $126K NEW $155.57 -16.6%
653 CRUS CIRRUS LOGIC INC Technology 845.0 $126K NEW $148.53 -20.5%
654 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 17,800.0 $125K NEW $7.05 -4.5%
655 WSO PUT WATSCO INC Industrials 300.0 $125K NEW $416.73 -23.3%
656 TAL PUT TAL ED GROUP Consumer Defensive 13,000.0 $124K NEW $9.57 +26.6%
657 OI O-I GLASS INC Consumer Cyclical 12,867.0 $124K NEW $9.63 -31.7%
658 TS CALL TENARIS S A Energy 2,200.0 $122K NEW $55.49 -4.3%
659 JKS PUT JINKOSOLAR HLDG CO LTD Energy 7,200.0 $121K NEW $16.80 +1.0%
660 QNST PUT QUINSTREET INC Communication Services 8,200.0 $120K NEW $14.65 +43.8%
Page 33 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%