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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 35 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DAN DANA INC Consumer Cyclical 4,225.0 $115K NEW $27.21 +13.3%
682 GCO CALL GENESCO INC Consumer Cyclical 3,400.0 $115K NEW $33.77 +3.7%
683 ETORO GROUP LTD 2,909.0 $115K NEW $39.47
684 LAD LITHIA MTRS INC Consumer Cyclical 395.0 $115K NEW $290.49 +27.9%
685 CAMT CALL CAMTEK LTD Technology 700.0 $114K NEW $163.12 -7.6%
686 INFLEQTION INC 16,274.0 $112K NEW $6.87
687 PUT DAVE INC 300.0 $112K NEW $372.59
688 UMAC CALL UNUSUAL MACHS INC Financial Services 5,000.0 $112K NEW $22.30 +26.9%
689 CEVA CEVA INC Technology 2,355.0 $111K NEW $47.16 -36.6%
690 DNUT KRISPY KREME INC Consumer Defensive 31,416.0 $111K NEW $3.53 -0.8%
691 PYXS PYXIS ONCOLOGY INC Healthcare 36,778.0 $111K NEW $3.01 +12.0%
692 ORI CALL OLD REP INTL CORP Financial Services 2,700.0 $110K NEW $40.92 +2.3%
693 PRCH PORCH GROUP INC Technology 7,342.0 $110K NEW $15.04 +13.3%
694 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,015.0 $109K NEW $107.78 +3.6%
695 PRIM PUT PRIMORIS SVCS CORP Industrials 1,100.0 $109K NEW $99.12 -19.4%
696 BAP CREDICORP LTD Financial Services 279.0 $109K NEW $389.58 -5.3%
697 PAGS CALL PAGSEGURO DIGITAL LTD Technology 11,900.0 $108K NEW $9.05 -5.1%
698 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 8,759.0 $106K NEW $12.06 -7.8%
699 SF CALL STIFEL FINL CORP Financial Services 1,500.0 $105K NEW $69.77 +18.6%
700 RSKD RISKIFIED LTD Technology 20,700.0 $104K NEW $5.04 +19.4%
Page 35 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%