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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 46 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 CARG PUT CARGURUS INC Consumer Cyclical 600.0 $20K NEW $34.09 +6.2%
902 ANGLOGOLD ASHANTI PLC 251.0 $20K NEW $80.89
903 MOUNTAIN LAKE ACQUISIT CORP 75,000.0 $20K NEW $0.27
904 HXL PUT HEXCEL CORP NEW Industrials 200.0 $20K NEW $100.06 +1.1%
905 ASH PUT ASHLAND INC Basic Materials 300.0 $20K NEW $65.89 +11.7%
906 DDD PUT 3D SYS CORP DEL Technology 6,500.0 $20K NEW $3.02 +13.9%
907 AVY AVERY DENNISON CORP Industrials 117.0 $19K NEW $162.35 +9.5%
908 MNRO PUT MONRO INC Consumer Cyclical 1,100.0 $19K NEW $17.11 -30.7%
909 BZAI BLAIZE HLDGS INC Technology 13,589.0 $19K NEW $1.38 -59.6%
910 PRG CALL PROG HOLDINGS INC Industrials 400.0 $19K NEW $46.61 -10.9%
911 VOYA PUT VOYA FINANCIAL INC Financial Services 200.0 $18K NEW $90.53 +10.6%
912 EVGO PUT EVGO INC Consumer Cyclical 9,300.0 $18K NEW $1.91 -21.5%
913 SAM PUT BOSTON BEER INC Consumer Defensive 100.0 $18K NEW $177.03 +0.9%
914 ZTO ZTO EXPRESS CAYMAN INC Industrials 784.0 $18K NEW $22.38 +3.4%
915 MED PUT MEDIFAST INC Consumer Cyclical 1,600.0 $17K NEW $10.61 +6.4%
916 PTLO PUT PORTILLOS INC Consumer Cyclical 3,500.0 $17K NEW $4.74 -0.2%
917 VIPS PUT VIPSHOP HLDGS LTD Consumer Cyclical 1,200.0 $16K NEW $13.26 +7.2%
918 WMS CALL ADVANCED DRAIN SYS INC DEL Industrials 100.0 $16K NEW $156.96 -8.2%
919 CALL SEABRIDGE GOLD INC 600.0 $15K NEW $25.74
920 ATEX ANTERIX INC Communication Services 148.0 $15K NEW $102.94 -11.8%
Page 46 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%