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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 106 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 VRSK PUT VERISK ANALYTICS INC Industrials 5,700.0 $1.0M 0.00% -4K -44.1% $179.53 +4.6%
2102 KD KYNDRYL HLDGS INC Technology 90,459.0 $1.0M 0.00% +64K +246.5% $11.31 +12.1%
2103 GAP GAP INC Consumer Cyclical 54,694.0 $1.0M 0.00% NEW $18.68 +13.2%
2104 QDEL PUT QUIDELORTHO CORP Healthcare 58,200.0 $1.0M 0.00% +51K +686.5% $17.52 -14.9%
2105 MELI PUT MERCADOLIBRE INC Consumer Cyclical 600.0 $1.0M 0.00% -600.0 -50.0% $1697.39 +14.9%
2106 STT PUT STATE STR CORP Financial Services 6,000.0 $1.0M 0.00% -13K -68.8% $169.60 +14.2%
2107 CTVA CALL CORTEVA INC Basic Materials 12,000.0 $1.0M 0.00% +10K +445.4% $84.69 -2.1%
2108 DRUGS MADE IN AMER ACQ II CO 100,000.0 $1.0M 0.00% $10.16
2109 ONDS ONDAS INC Technology 122,904.0 $1.0M 0.00% +123K +10000.0% $8.24 -0.2%
2110 ACI CALL ALBERTSONS COMPANIES INC Consumer Defensive 74,800.0 $1.0M 0.00% -116K -60.8% $13.53 -8.4%
2111 PBT PERMIAN BASIN RTY TR Energy 40,394.0 $1.0M 0.00% +30K +285.8% $25.04 +34.8%
2112 SYF PUT SYNCHRONY FINANCIAL Financial Services 13,300.0 $1.0M 0.00% +4K +49.4% $76.05 +4.9%
2113 GENERAL PURP ACQUISITION COR 100,000.0 $1.0M 0.00% $10.10
2114 MAX MEDIAALPHA INC Communication Services 80,306.0 $1.0M 0.00% NEW $12.57 +0.8%
2115 GEN PUT GEN DIGITAL INC Technology 40,500.0 $1.0M 0.00% -7K -14.6% $24.89 +19.1%
2116 SURROZEN INC 38,832.0 $1.0M 0.00% NEW $25.95
2117 ENVX CALL ENOVIX CORPORATION Industrials 166,000.0 $1.0M 0.00% +93K +127.7% $6.07 -44.0%
2118 NVTS PUT NAVITAS SEMICONDUCTOR CORP Technology 56,200.0 $1.0M 0.00% -24K -29.7% $17.92 -29.3%
2119 XPO CALL XPO INC Industrials 4,900.0 $1.0M 0.00% -1K -16.9% $205.29 -6.2%
2120 RH PUT RH Consumer Cyclical 6,100.0 $1.0M 0.00% -22K -78.7% $164.73 -9.8%
Page 106 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%