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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 26 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GOOGL ALPHABET INC Communication Services 5,788.0 $2.1M 0.01% -86K -93.7% $357.37 -3.5%
502 PAAS PAN AMERN SILVER CORP Basic Materials 46,140.0 $2.1M 0.01% -67K -59.1% $44.79 +18.5%
503 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 13,900.0 $2.1M 0.01% -20K -59.0% $148.16 -15.8%
504 SE SEA LTD Consumer Cyclical 21,462.0 $2.1M 0.01% -65K -75.2% $95.83 +22.6%
505 RGLD PUT ROYAL GOLD INC Basic Materials 10,300.0 $2.1M 0.01% -16K -61.0% $199.61 +29.8%
506 CELH PUT CELSIUS HLDGS INC Consumer Defensive 69,600.0 $2.0M 0.01% -7K -8.7% $29.28 +13.9%
507 SBUX STARBUCKS CORP Consumer Cyclical 19,942.0 $2.0M 0.01% -64K -76.3% $102.19 +4.8%
508 EQX EQUINOX GOLD CORP Basic Materials 209,421.0 $2.0M 0.01% -478K -69.5% $9.72 +39.2%
509 RBLX PUT ROBLOX CORP Technology 37,100.0 $2.0M 0.01% -58K -61.2% $54.38 -29.4%
510 WMB PUT WILLIAMS COS INC Energy 27,000.0 $2.0M 0.01% -44K -62.2% $74.34 -5.2%
511 NUE PUT NUCOR CORP Basic Materials 9,000.0 $2.0M 0.01% -19K -67.4% $222.75 +9.4%
512 EXLS EXLSERVICE HLDGS INC Technology 77,463.0 $2.0M 0.01% -167K -68.3% $25.86 +45.1%
513 RBRK PUT RUBRIK INC. Technology 24,900.0 $2.0M 0.01% -6K -20.2% $80.28 +24.7%
514 TEAM CALL ATLASSIAN CORPORATION Technology 25,600.0 $2.0M 0.01% -10K -27.5% $77.79 +120.9%
515 SOXX ISHARES TR 3,105.0 $2.0M 0.01% -12K -79.3% $640.76 -18.8%
516 EGO PUT ELDORADO GOLD CORP NEW Basic Materials 63,900.0 $2.0M 0.01% -56K -46.6% $31.09 +47.1%
517 APLD APPLIED DIGITAL CORP Technology 53,191.0 $2.0M 0.01% -3K -5.1% $37.30 -27.1%
518 AEP CALL AMERICAN ELEC PWR CO INC Utilities 14,500.0 $2.0M 0.01% -1K -8.8% $136.81 -11.6%
519 OCUL OCULAR THERAPEUTIX INC Healthcare 201,782.0 $2.0M 0.01% -539K -72.8% $9.82 +12.8%
520 EQX CALL EQUINOX GOLD CORP Basic Materials 203,700.0 $2.0M 0.01% -123K -37.7% $9.72 +39.2%
Page 26 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%