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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 16 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKE PUT ONEOK INC NEW Energy 46,400.0 $4.0M 0.01% -41K -47.0% $86.94 +7.3%
302 RSG REPUBLIC SVCS INC Industrials 18,917.0 $4.0M 0.01% -135K -87.7% $213.08 +3.6%
303 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 79,800.0 $4.0M 0.01% -15K -16.2% $49.98 +4.7%
304 JBT MAREL CORPORATION 27,265.0 $4.0M 0.01% -8K -21.7% $145.00
305 CRS CARPENTER TECHNOLOGY CORP Industrials 6,409.0 $4.0M 0.01% -18K -73.3% $616.84 -20.2%
306 DVN CALL DEVON ENERGY CORP NEW Energy 95,600.0 $4.0M 0.01% -15K -13.4% $41.32 +18.8%
307 ACVA ACV AUCTIONS INC Consumer Cyclical 548,404.0 $3.9M 0.01% -1.5M -73.4% $7.19 +3.3%
308 OWL CALL BLUE OWL CAPITAL INC Financial Services 449,800.0 $3.9M 0.01% -139K -23.6% $8.75 +33.4%
309 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 35,300.0 $3.9M 0.01% -47K -56.9% $111.31 +26.9%
310 CB CALL CHUBB LIMITED Financial Services 11,500.0 $3.9M 0.01% -13K -52.3% $340.74 +0.1%
311 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 86,700.0 $3.9M 0.01% -131K -60.1% $45.11 +18.5%
312 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 43,200.0 $3.9M 0.01% -6K -12.7% $90.46 -0.7%
313 WMB CALL WILLIAMS COS INC Energy 52,500.0 $3.9M 0.01% -30K -36.1% $74.34 -5.2%
314 ACN CALL ACCENTURE PLC IRELAND Technology 31,200.0 $3.9M 0.01% -14K -30.5% $124.44 +48.9%
315 PINS PINTEREST INC Communication Services 183,469.0 $3.9M 0.01% -727K -79.8% $21.03 +11.3%
316 AFRM CALL AFFIRM HLDGS INC Technology 47,300.0 $3.9M 0.01% -6K -11.3% $81.55 -5.5%
317 BWXT BWX TECHNOLOGIES INC Industrials 19,798.0 $3.9M 0.01% -3K -14.6% $194.65 -19.5%
318 TEM PUT TEMPUS AI INC Healthcare 66,500.0 $3.9M 0.01% -16K -19.0% $57.93 +25.5%
319 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 27,600.0 $3.8M 0.01% -10K -26.6% $139.09 -2.5%
320 WULF CALL TERAWULF INC Financial Services 155,300.0 $3.8M 0.01% -62K -28.6% $24.70 -36.7%
Page 16 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%