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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 27 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ARW ARROW ELECTRS INC Technology 9,234.0 $2.0M 0.01% -121K -92.9% $213.41 -1.2%
522 SNPS PUT SYNOPSYS INC Technology 4,400.0 $2.0M 0.01% -3K -38.0% $446.07 -10.8%
523 ENPH ENPHASE ENERGY INC Energy 39,765.0 $2.0M 0.01% -88K -69.0% $49.24 -21.6%
524 POST HLDGS INC 1,885,000.0 $2.0M 0.01% -18.1M -90.6% $1.04
525 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,915.0 $2.0M 0.01% -66K -91.8% $330.46 -1.2%
526 HUM PUT HUMANA INC Healthcare 4,900.0 $1.9M 0.01% -1K -21.0% $397.22 -4.6%
527 AIG CALL AMERICAN INTL GROUP INC Financial Services 26,000.0 $1.9M 0.01% -10K -28.4% $74.53 +2.1%
528 RPD RAPID7 INC Technology 239,075.0 $1.9M 0.01% -13K -5.0% $8.10 +46.3%
529 CART CALL MAPLEBEAR INC Consumer Cyclical 40,600.0 $1.9M 0.01% -74K -64.7% $47.35 +5.2%
530 KMX PUT CARMAX INC Consumer Cyclical 36,300.0 $1.9M 0.01% -66K -64.3% $52.89 +17.5%
531 GPN GLOBAL PMTS INC Industrials 26,219.0 $1.9M 0.01% -1K -4.0% $72.56 +28.8%
532 APA CALL APA CORPORATION Energy 58,100.0 $1.9M 0.01% -98K -62.8% $32.57 +33.2%
533 DASH PUT DOORDASH INC Communication Services 10,200.0 $1.9M 0.01% -11K -52.3% $184.53 +21.1%
534 STLD CALL STEEL DYNAMICS INC Basic Materials 8,200.0 $1.9M 0.01% -18K -69.1% $229.46 -0.3%
535 PUT EXPAND ENERGY CORPORATION 20,600.0 $1.9M 0.01% -12K -36.6% $91.19
536 UBS PUT UBS GROUP AG Financial Services 37,900.0 $1.9M 0.01% -114K -75.1% $49.56 +7.5%
537 W PUT WAYFAIR INC Consumer Cyclical 20,300.0 $1.9M 0.01% -8K -29.0% $92.42 +9.8%
538 QBTS PUT D-WAVE QUANTUM INC Technology 77,900.0 $1.9M 0.01% -12K -13.8% $23.99 -15.0%
539 NEXA NEXA RES S A Basic Materials 151,758.0 $1.9M 0.01% -547K -78.3% $12.24 +25.8%
540 JCI PUT JOHNSON CONTROLS INTERNATION Industrials 12,700.0 $1.9M 0.01% -7K -35.9% $146.11 -2.1%
Page 27 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%