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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 51 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 HAYW HAYWARD HLDGS INC Industrials 3.0 $52.0 NEW $17.33 -15.3%
1002 JKS JINKOSOLAR HLDG CO LTD Energy 3.0 $50.0 NEW $16.67 -1.0%
1003 SCVL SHOE STA GROUP INC Consumer Cyclical 3.0 $44.0 NEW $14.67 +6.4%
1004 NEOG NEOGEN CORP Healthcare 4.0 $36.0 NEW $9.00 +31.4%
1005 MNRO MONRO INC Consumer Cyclical 2.0 $34.0 NEW $17.00 -32.3%
1006 TLRY TILRAY BRANDS INC Healthcare 6.0 $27.0 NEW $4.50 -0.2%
1007 GALAXY DIGITAL INC. 1.0 $27.0 NEW $27.00
1008 RNW RENEW ENERGY GLOBAL PLC Utilities 2.0 $13.0 NEW $6.50 +4.8%
1009 BRIGHTSTAR LOTTERY PLC 1.0 $11.0 NEW $11.00
1010 NEWSMAX INC 1.0 $8.0 NEW $8.00
1011 DBI DESIGNER BRANDS INC Consumer Cyclical 1.0 $6.0 NEW $6.00 -3.2%
1012 INDI INDIE SEMICONDUCTOR INC Technology 1.0 $4.0 NEW $4.00 +9.0%
1013 AURORA CANNABIS INC 1.0 $3.0 NEW $3.00
Page 51 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%