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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 107 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 VCEL VERICEL CORP Healthcare 22,578.0 $1.0M 0.00% NEW $44.49 -6.2%
2122 PRGS PUT PROGRESS SOFTWARE CORP Technology 29,900.0 $1.0M 0.00% -200.0 -0.7% $33.58 +34.5%
2123 ONDS PUT ONDAS INC Technology 121,800.0 $1.0M 0.00% +99K +438.9% $8.24 +5.6%
2124 CRSP CALL CRISPR THERAPEUTICS AG Healthcare 18,400.0 $1.0M 0.00% -23K -55.9% $54.54 +9.1%
2125 HIMALAYA SHIPPING LTD 75,011.0 $1.0M 0.00% +7K +10.8% $13.36
2126 CNS COHEN & STEERS INC Financial Services 13,111.0 $998K 0.00% -1K -9.3% $76.14 +9.1%
2127 EMN CALL EASTMAN CHEM CO Basic Materials 14,900.0 $998K 0.00% -4K -23.2% $66.98 +9.0%
2128 RICE ACQUISITION CORP 3 95,000.0 $998K 0.00% $10.50
2129 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 3,400.0 $997K 0.00% +2K +100.0% $293.18 +3.8%
2130 ROL ROLLINS INC Consumer Cyclical 23,881.0 $997K 0.00% +18K +339.6% $41.74 -13.9%
2131 ARQQ CALL ARQIT QUANTUM INC Technology 33,500.0 $996K 0.00% NEW $29.72 -27.7%
2132 ZETA ZETA GLOBAL HOLDINGS CORP Technology 50,535.0 $995K 0.00% +33K +183.0% $19.68 +51.6%
2133 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 7,500.0 $994K 0.00% -300.0 -3.9% $132.52 +4.0%
2134 DECK DECKERS OUTDOOR CORP Consumer Cyclical 9,999.0 $993K 0.00% -19K -65.0% $99.29 -12.4%
2135 CCK CROWN HLDGS INC Consumer Cyclical 8,875.0 $992K 0.00% NEW $111.82 +5.9%
2136 EVR CALL EVERCORE INC Financial Services 2,900.0 $990K 0.00% -1K -25.6% $341.44 -14.9%
2137 TDOC PUT TELADOC HEALTH INC Healthcare 116,700.0 $990K 0.00% +86K +286.4% $8.48 -25.2%
2138 PUT TECHNIPFMC PLC 14,900.0 $988K 0.00% -8K -35.5% $66.30
2139 FLY PUT FIREFLY AEROSPACE INC Industrials 33,600.0 $988K 0.00% +3K +9.8% $29.40 -24.8%
2140 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 5,100.0 $985K 0.00% +5K +5000.0% $193.23 +3.9%
Page 107 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%