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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 36 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 EQIX CALL EQUINIX INC Real Estate 100.0 $104K NEW $1042.39 +3.3%
702 ARQQ PUT ARQIT QUANTUM INC Technology 3,500.0 $104K NEW $29.72 -27.6%
703 CRUS PUT CIRRUS LOGIC INC Technology 700.0 $104K NEW $148.53 -20.5%
704 ACRS ACLARIS THERAPEUTICS INC Healthcare 19,576.0 $104K NEW $5.29 +21.7%
705 DNA PUT GINKGO BIOWORKS HOLDINGS INC Healthcare 10,200.0 $101K NEW $9.91 -22.2%
706 RVTY PUT REVVITY INC Healthcare 900.0 $100K NEW $111.26 +7.4%
707 RXT PUT RACKSPACE TECHNOLOGY INC Technology 15,300.0 $100K NEW $6.53 -47.6%
708 VUZI VUZIX CORP Technology 34,079.0 $99K NEW $2.90 +3.8%
709 VLTO PUT VERALTO CORP Industrials 1,100.0 $98K NEW $88.68 +12.9%
710 AVY PUT AVERY DENNISON CORP Industrials 600.0 $97K NEW $162.35 +12.8%
711 NOVT PUT NOVANTA INC Technology 600.0 $97K NEW $162.24 -10.0%
712 EVH CALL EVOLENT HEALTH INC Healthcare 17,900.0 $97K NEW $5.42 -15.5%
713 ENVA PUT ENOVA INTL INC Financial Services 400.0 $96K NEW $240.73 +5.7%
714 LGND PUT LIGAND PHARMACEUTICALS INC Healthcare 300.0 $95K NEW $316.09 -8.0%
715 GCO PUT GENESCO INC Consumer Cyclical 2,800.0 $95K NEW $33.77 +3.7%
716 SXC CALL SUNCOKE ENERGY INC Energy 11,600.0 $93K NEW $8.05 +17.5%
717 SXC PUT SUNCOKE ENERGY INC Energy 11,600.0 $93K NEW $8.05 +17.5%
718 FBIN PUT FORTUNE BRANDS INNOVATIONS I Industrials 1,700.0 $93K NEW $54.90 -15.3%
719 SSNC PUT SS&C TECH HLDGS Technology 1,500.0 $93K NEW $62.05 +32.6%
720 ASST CALL STRIVE INC Communication Services 8,500.0 $93K NEW $10.91 +35.0%
Page 36 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%