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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 104 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 CXT CRANE NXT CO Industrials 20,830.0 $1.1M 0.00% NEW $51.16 -1.0%
2062 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 60,678.0 $1.1M 0.00% -54K -47.0% $17.56 +13.3%
2063 CLSK PUT CLEANSPARK INC Technology 73,100.0 $1.1M 0.00% +48K +192.4% $14.55 -16.3%
2064 GT PUT GOODYEAR TIRE & RUBR CO Consumer Cyclical 161,100.0 $1.1M 0.00% -71K -30.5% $6.60 -5.2%
2065 U PUT UNITY SOFTWARE INC Technology 37,200.0 $1.1M 0.00% -20K -34.7% $28.58 +55.3%
2066 CART PUT MAPLEBEAR INC Consumer Cyclical 22,400.0 $1.1M 0.00% -71K -76.1% $47.35 +7.2%
2067 QUBT PUT QUANTUM COMPUTING INC Technology 109,300.0 $1.1M 0.00% +49K +81.9% $9.70 -13.9%
2068 FUTU CALL FUTU HLDGS LTD Financial Services 11,300.0 $1.1M 0.00% +2K +15.3% $93.74 +35.8%
2069 AEP AMERICAN ELEC PWR CO INC Utilities 7,726.0 $1.1M 0.00% +1K +18.9% $136.81 -9.8%
2070 TCOM CALL TRIP COM GROUP LTD Consumer Cyclical 26,500.0 $1.1M 0.00% +4K +19.9% $39.84 +13.3%
2071 BK CALL BANK OF NY MELLON CORP Financial Services 7,300.0 $1.1M 0.00% -27K -78.5% $144.61 -1.9%
2072 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 15,125.0 $1.1M 0.00% +12K +358.6% $69.74 -12.0%
2073 OOMA OOMA INC Communication Services 54,745.0 $1.1M 0.00% +19K +53.5% $19.22 +7.0%
2074 PCTY PAYLOCITY HLDG CORP Technology 10,063.0 $1.1M 0.00% -302K -96.8% $104.53 +45.5%
2075 ELF PUT E L F BEAUTY INC Consumer Defensive 14,200.0 $1.1M 0.00% -3K -18.4% $74.00 +44.6%
2076 GSL CALL GLOBAL SHIP LEASE INC Industrials 27,900.0 $1.0M 0.00% -11K -28.1% $37.60 +17.6%
2077 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 12,400.0 $1.0M 0.00% +3K +26.5% $84.58 +2.7%
2078 GAP PUT GAP INC Consumer Cyclical 56,100.0 $1.0M 0.00% +36K +175.0% $18.68 +13.2%
2079 ARMK CALL ARAMARK Industrials 18,400.0 $1.0M 0.00% -9K -32.9% $56.90 +4.6%
2080 DUOL DUOLINGO INC Technology 9,089.0 $1.0M 0.00% -50K -84.7% $115.02 +22.5%
Page 104 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 26.8%
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%