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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 105 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,084.0 $1.0M 0.00% +18K +10000.0% $57.62 +17.3%
2082 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 6,700.0 $1.0M 0.00% -37K -84.7% $155.13 +38.0%
2083 GFI CALL GOLD FIELDS LTD Basic Materials 30,900.0 $1.0M 0.00% -31K -50.3% $33.59 +42.4%
2084 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 13,300.0 $1.0M 0.00% -7K -33.8% $77.87 -10.7%
2085 KEEL KEEL INFRASTRUCTURE CORP Technology 179,999.0 $1.0M 0.00% NEW $5.74 -41.5%
2086 SOLARIUS CAPITAL ACQU CORP 100,000.0 $1.0M 0.00% $10.33
2087 SHW CALL SHERWIN WILLIAMS CO Basic Materials 3,000.0 $1.0M 0.00% +1K +57.9% $344.32 +1.3%
2088 HUM CALL HUMANA INC Healthcare 2,600.0 $1.0M 0.00% -9K -77.4% $397.22 -1.6%
2089 SBET PUT SHARPLINK INC Financial Services 214,800.0 $1.0M 0.00% +162K +308.4% $4.80 +73.3%
2090 FRMI PUT FERMI INC Utilities 112,500.0 $1.0M 0.00% NEW $9.16 -38.8%
2091 NVTS NAVITAS SEMICONDUCTOR CORP Technology 57,488.0 $1.0M 0.00% -14K -19.4% $17.92 -29.3%
2092 NRG NRG ENERGY INC Utilities 7,044.0 $1.0M 0.00% -32K -81.9% $146.06 -20.5%
2093 XYL PUT XYLEM INC Industrials 8,700.0 $1.0M 0.00% +7K +411.8% $118.21 -4.1%
2094 XEL PUT XCEL ENERGY INC Utilities 12,800.0 $1.0M 0.00% -2K -13.5% $80.30 -3.3%
2095 CWEN CLEARWAY ENERGY INC Utilities 30,022.0 $1.0M 0.00% +19K +167.3% $34.18 -5.0%
2096 SNPS CALL SYNOPSYS INC Technology 2,300.0 $1.0M 0.00% -2K -43.9% $446.07 -8.1%
2097 CRUS CALL CIRRUS LOGIC INC Technology 6,900.0 $1.0M 0.00% NEW $148.53 -25.7%
2098 M3-BRIGADE ACQUISITION VI CO 100,000.0 $1.0M 0.00% $10.24
2099 PFG PUT PRINCIPAL FINANCIAL GROUP IN Financial Services 9,500.0 $1.0M 0.00% +9K +955.6% $107.78 +4.1%
2100 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 4,000.0 $1.0M 0.00% -16K -79.7% $255.88 +30.3%
Page 105 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%