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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 38 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BROS CALL DUTCH BROS INC Consumer Cyclical 14,900.0 $1.1M 0.00% -2K -14.4% $71.81 -30.6%
742 CAH CALL CARDINAL HEALTH INC Healthcare 4,500.0 $1.1M 0.00% -9K -66.9% $237.56 -3.4%
743 ALB PUT ALBEMARLE CORP Basic Materials 7,900.0 $1.1M 0.00% -8K -48.7% $135.03 +6.1%
744 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 60,678.0 $1.1M 0.00% -54K -47.0% $17.56 +15.3%
745 GT PUT GOODYEAR TIRE & RUBR CO Consumer Cyclical 161,100.0 $1.1M 0.00% -71K -30.5% $6.60 -9.5%
746 U PUT UNITY SOFTWARE INC Technology 37,200.0 $1.1M 0.00% -20K -34.7% $28.58 +64.2%
747 CART PUT MAPLEBEAR INC Consumer Cyclical 22,400.0 $1.1M 0.00% -71K -76.1% $47.35 +5.2%
748 BK CALL BANK OF NY MELLON CORP Financial Services 7,300.0 $1.1M 0.00% -27K -78.5% $144.61 -1.9%
749 PCTY PAYLOCITY HLDG CORP Technology 10,063.0 $1.1M 0.00% -302K -96.8% $104.53 +46.7%
750 ELF PUT E L F BEAUTY INC Consumer Defensive 14,200.0 $1.1M 0.00% -3K -18.4% $74.00 +37.8%
751 GSL CALL GLOBAL SHIP LEASE INC Industrials 27,900.0 $1.0M 0.00% -11K -28.1% $37.60 +16.6%
752 ARMK CALL ARAMARK Industrials 18,400.0 $1.0M 0.00% -9K -32.9% $56.90 +5.0%
753 DUOL DUOLINGO INC Technology 9,089.0 $1.0M 0.00% -50K -84.7% $115.02 +27.0%
754 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 6,700.0 $1.0M 0.00% -37K -84.7% $155.13 +39.3%
755 GFI CALL GOLD FIELDS LTD Basic Materials 30,900.0 $1.0M 0.00% -31K -50.3% $33.59 +42.3%
756 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 13,300.0 $1.0M 0.00% -7K -33.8% $77.87 -8.1%
757 HUM CALL HUMANA INC Healthcare 2,600.0 $1.0M 0.00% -9K -77.4% $397.22 -4.6%
758 NVTS NAVITAS SEMICONDUCTOR CORP Technology 57,488.0 $1.0M 0.00% -14K -19.4% $17.92 -27.6%
759 NRG NRG ENERGY INC Utilities 7,044.0 $1.0M 0.00% -32K -81.9% $146.06 -22.6%
760 XEL PUT XCEL ENERGY INC Utilities 12,800.0 $1.0M 0.00% -2K -13.5% $80.30 -5.0%
Page 38 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%