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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 42 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MX MAGNACHIP SEMICONDUCTOR CORP Technology 10,521.0 $50K NEW $4.73 -27.9%
822 BTBT PUT BIT DIGITAL INC Financial Services 27,300.0 $49K NEW $1.80 -19.4%
823 PLAB CALL PHOTRONICS INC Technology 1,500.0 $49K NEW $32.53 -2.0%
824 ENVA CALL ENOVA INTL INC Financial Services 200.0 $48K NEW $240.73 +8.8%
825 HEI HEICO CORP NEW Industrials 135.0 $48K NEW $356.19 +3.3%
826 CRK COMSTOCK RES INC Energy 3,218.0 $48K NEW $14.92 -8.4%
827 INGR PUT INGREDION INC Consumer Defensive 500.0 $47K NEW $94.71 +11.3%
828 HAYW PUT HAYWARD HLDGS INC Industrials 2,700.0 $47K NEW $17.31 -15.6%
829 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 19,839.0 $46K NEW $2.33 +0.4%
830 FWRD PUT FORWARD AIR CORP Industrials 3,400.0 $46K NEW $13.51 +42.0%
831 CALL ROOT INC 800.0 $45K NEW $55.92
832 TRU TRANSUNION Industrials 615.0 $44K NEW $72.14 +10.2%
833 RXT RACKSPACE TECHNOLOGY INC Technology 6,636.0 $43K NEW $6.53 -46.1%
834 CLH CLEAN HARBORS INC Industrials 145.0 $43K NEW $298.75 +6.9%
835 GEMI CALL GEMINI SPACE STA INC Financial Services 10,100.0 $43K NEW $4.26 -16.9%
836 PRCT PUT PROCEPT BIOROBOTICS CORP Healthcare 1,900.0 $43K NEW $22.58 -5.6%
837 DNA CALL GINKGO BIOWORKS HOLDINGS INC Healthcare 4,300.0 $43K NEW $9.91 -34.1%
838 ALLE PUT ALLEGION PLC Industrials 300.0 $42K NEW $140.49 +13.8%
839 ZIP CALL ZIPRECRUITER INC Industrials 11,200.0 $42K NEW $3.75 +32.5%
840 SSD CALL SIMPSON MFG INC Industrials 200.0 $42K NEW $209.35 -9.3%
Page 42 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%