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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 23 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CALL HUT 8 CORP 22,200.0 $2.6M 0.01% -11K -33.1% $115.44
442 BRZE BRAZE INC Technology 117,055.0 $2.5M 0.01% -1.0M -89.6% $21.69 +43.2%
443 COHR PUT COHERENT CORP Technology 6,400.0 $2.5M 0.01% -18K -74.3% $394.47 -26.6%
444 FND CALL FLOOR & DECOR HLDGS INC Consumer Cyclical 42,300.0 $2.5M 0.01% -16K -27.2% $59.36 -8.6%
445 VALE CALL VALE S A Basic Materials 166,700.0 $2.5M 0.01% -24K -12.6% $15.04 -3.0%
446 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 71,993.0 $2.5M 0.01% -69K -48.9% $34.73 +16.8%
447 OC OWENS CORNING NEW Industrials 15,706.0 $2.5M 0.01% -49K -75.7% $158.96 -6.9%
448 NUE CALL NUCOR CORP Basic Materials 11,200.0 $2.5M 0.01% -900.0 -7.4% $222.75 +9.4%
449 PNC PUT PNC FINL SVCS GROUP INC Financial Services 10,100.0 $2.5M 0.01% -5K -34.0% $246.22 -1.3%
450 LUV PUT SOUTHWEST AIRLS CO Industrials 48,200.0 $2.5M 0.01% -600.0 -1.2% $51.42 -21.5%
451 W CALL WAYFAIR INC Consumer Cyclical 26,700.0 $2.5M 0.01% -9K -25.0% $92.42 +9.8%
452 LI LI AUTO INC Consumer Cyclical 209,151.0 $2.5M 0.01% -10K -4.4% $11.74 +11.2%
453 VALE PUT VALE S A Basic Materials 162,900.0 $2.5M 0.01% -92K -36.1% $15.04 -3.0%
454 BMNR PUT BITMINE IMMERSION TECHS INC Financial Services 181,300.0 $2.4M 0.01% -50K -21.7% $13.31 +71.5%
455 VRT CALL VERTIV HOLDINGS CO Industrials 7,200.0 $2.4M 0.01% -14K -66.0% $334.82 -21.8%
456 WEC PUT WEC ENERGY GROUP INC Utilities 20,600.0 $2.4M 0.01% -2K -6.8% $116.77 -9.2%
457 PAAS CALL PAN AMERN SILVER CORP Basic Materials 53,500.0 $2.4M 0.01% -36K -40.2% $44.79 +18.5%
458 EQNR PUT EQUINOR ASA Energy 76,300.0 $2.4M 0.01% -37K -32.9% $31.40 +36.5%
459 GD GENERAL DYNAMICS CORP Industrials 6,752.0 $2.4M 0.01% -63K -90.3% $354.24 +8.5%
460 ASML CALL ASML HLDG NV Technology 1,200.0 $2.4M 0.01% -3K -73.3% $1989.44 -11.3%
Page 23 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%