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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 10 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NEXTERA ENERGY INC 550,000.0 $26.3M 0.09% +50K +10.0% $47.87
182 MRVL PUT MARVELL TECHNOLOGY INC Technology 87,400.0 $26.0M 0.09% +15K +20.4% $297.89 -27.5%
183 PFE CALL PFIZER INC Healthcare 1,081,000.0 $26.0M 0.09% +722K +201.0% $24.08 +13.2%
184 MRK CALL MERCK & CO INC Healthcare 202,500.0 $26.0M 0.09% +98K +93.4% $128.50 +5.2%
185 RAPID7 INC 26,825,000.0 $25.9M 0.09% -3.2M -10.6% $0.96
186 CORZ CORE SCIENTIFIC INC NEW Technology 1,011,261.0 $25.9M 0.09% NEW $25.59 -26.3%
187 DAR DARLING INGREDIENTS INC Consumer Defensive 470,525.0 $25.7M 0.09% +394K +511.6% $54.62 +25.1%
188 NVS CALL NOVARTIS AG Healthcare 163,000.0 $25.5M 0.09% +18K +12.6% $156.72 -1.4%
189 V CALL VISA INC Financial Services 74,400.0 $25.5M 0.09% +32K +75.1% $343.09 +6.2%
190 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 265,900.0 $25.5M 0.09% +17K +6.9% $95.98 +33.6%
191 JAMES HARDIE INDS PLC 974,128.0 $25.5M 0.09% +786K +416.6% $26.18
192 ETSY INC 27,500,000.0 $25.2M 0.09% NEW $0.92
193 MU PUT MICRON TECHNOLOGY INC Technology 21,800.0 $25.2M 0.09% -9K -29.2% $1154.29 -18.5%
194 WULF TERAWULF INC Financial Services 1,016,625.0 $25.1M 0.09% +480K +89.6% $24.70 -36.8%
195 TSEM TOWER SEMICONDUCTOR LTD Technology 96,275.0 $25.1M 0.09% +52K +118.8% $260.64 -7.7%
196 TGT CALL TARGET CORP Consumer Defensive 192,100.0 $25.1M 0.09% +116K +150.8% $130.61 +16.7%
197 INTC PUT INTEL CORP Technology 178,900.0 $25.0M 0.09% +46K +34.9% $139.63 -30.8%
198 SPOT SPOTIFY TECHNOLOGY S A Communication Services 54,405.0 $25.0M 0.09% -132K -70.7% $459.13 +12.4%
199 BX PUT BLACKSTONE INC Financial Services 211,500.0 $24.9M 0.09% +90K +73.4% $117.67 +19.5%
200 MAREX GROUP PLC 408,016.0 $24.9M 0.09% +248K +155.3% $60.95
Page 10 of 234  ·  4,674 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%