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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 38 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RR PUT RICHTECH ROBOTICS INC Industrials 39,900.0 $84K NEW $2.11 -22.7%
742 MTB M & T BK CORP Financial Services 352.0 $84K NEW $238.01 +2.7%
743 BSY PUT BENTLEY SYS INC Technology 2,800.0 $84K NEW $29.89 +20.2%
744 NCNO CALL NCINO INC Technology 5,100.0 $83K NEW $16.35 +26.5%
745 LWLG PUT LIGHTWAVE LOGIC INC Basic Materials 8,800.0 $83K NEW $9.46 -34.0%
746 TU CALL TELUS CORPORATION Communication Services 7,800.0 $82K NEW $10.57 -5.1%
747 RGEN PUT REPLIGEN CORP Healthcare 600.0 $82K NEW $136.44 +29.3%
748 MGY MAGNOLIA OIL & GAS CORP Energy 3,161.0 $81K NEW $25.58 +7.5%
749 NOV NOV INC Energy 4,330.0 $80K NEW $18.55 +11.5%
750 CEVA PUT CEVA INC Technology 1,700.0 $80K NEW $47.16 -36.6%
751 GVA CALL GRANITE CONSTR INC Industrials 500.0 $79K NEW $158.08 -20.2%
752 FEDEX FGHT HLDG CO INC 522.0 $79K NEW $151.00
753 BLZE BACKBLAZE INC Technology 4,908.0 $78K NEW $15.86 +6.4%
754 SHEL SHELL PLC Energy 1,002.0 $78K NEW $77.54 +19.6%
755 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 5,600.0 $78K NEW $13.86 -23.3%
756 KMT PUT KENNAMETAL INC Industrials 2,200.0 $77K NEW $35.05 -12.8%
757 BBW CALL BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 2,500.0 $77K NEW $30.61 +29.3%
758 PL CALL PLANET LABS PBC Industrials 2,300.0 $76K NEW $33.13 -31.7%
759 ARCT CALL ARCTURUS THERAPEUTICS HLDGS Healthcare 11,300.0 $76K NEW $6.72 +53.0%
760 YEXT CALL YEXT INC Technology 16,200.0 $76K NEW $4.67 +34.5%
Page 38 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%