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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 20 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 QBTS CALL D-WAVE QUANTUM INC Technology 125,200.0 $3.0M 0.01% -64K -33.8% $23.99 -15.0%
382 BEPC BROOKFIELD RENEWABLE CORP Utilities 80,388.0 $3.0M 0.01% -221K -73.3% $37.12 -10.4%
383 GD CALL GENERAL DYNAMICS CORP Industrials 8,400.0 $3.0M 0.01% -100.0 -1.2% $354.24 +8.5%
384 ROK CALL ROCKWELL AUTOMATION INC Industrials 6,000.0 $3.0M 0.01% -1K -17.8% $495.08 -11.7%
385 RIVIAN AUTOMOTIVE INC 2,500,000.0 $3.0M 0.01% -6.5M -72.2% $1.19
386 WTFC WINTRUST FINL CORP Financial Services 18,461.0 $3.0M 0.01% -15K -44.1% $160.72 -5.0%
387 UBER UBER TECHNOLOGIES INC Technology 41,064.0 $3.0M 0.01% -16K -28.2% $72.16 +9.2%
388 SLB PUT SLB LIMITED Energy 63,700.0 $3.0M 0.01% -58K -47.6% $46.49 +15.9%
389 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 12,200.0 $3.0M 0.01% -13K -52.3% $242.67 +23.9%
390 MARA CALL MARA HOLDINGS INC Financial Services 212,500.0 $3.0M 0.01% -74K -25.9% $13.89 -18.9%
391 RDDT PUT REDDIT INC Communication Services 17,000.0 $3.0M 0.01% -10K -37.7% $173.58 -11.7%
392 HD HOME DEPOT INC Consumer Cyclical 8,365.0 $3.0M 0.01% -129K -93.9% $352.68 -4.8%
393 MP CALL MP MATERIALS CORP Basic Materials 52,400.0 $2.9M 0.01% -3K -5.9% $56.01 +7.2%
394 STZ CONSTELLATION BRANDS INC Consumer Defensive 21,039.0 $2.9M 0.01% -83K -79.8% $139.09 -2.5%
395 BBY CALL BEST BUY INC Consumer Cyclical 38,500.0 $2.9M 0.01% -900.0 -2.3% $75.88 +13.2%
396 ROK PUT ROCKWELL AUTOMATION INC Industrials 5,900.0 $2.9M 0.01% -1K -18.1% $495.08 -11.7%
397 VISN PUT VISTANCE NETWORKS INC Technology 227,100.0 $2.9M 0.01% -56K -19.9% $12.78 -12.3%
398 TEM TEMPUS AI INC Healthcare 49,922.0 $2.9M 0.01% -34K -40.8% $57.93 +25.5%
399 DG PUT DOLLAR GEN CORP Consumer Defensive 25,100.0 $2.9M 0.01% -35K -58.2% $115.11 +7.2%
400 ANET CALL ARISTA NETWORKS INC Technology 17,000.0 $2.9M 0.01% -15K -46.7% $169.88 +11.0%
Page 20 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%