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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 111 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 ITW CALL ILLINOIS TOOL WKS INC Industrials 3,400.0 $920K 0.00% -3K -46.0% $270.47 +3.9%
2202 SYM SYMBOTIC INC Industrials 20,391.0 $917K 0.00% +11K +117.5% $44.95 -7.4%
2203 CMCO COLUMBUS MCKINNON CORP N Y Industrials 60,548.0 $916K 0.00% NEW $15.13 +19.2%
2204 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 18,200.0 $907K 0.00% -4K -18.0% $49.86 +7.1%
2205 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 79,600.0 $907K 0.00% -2K -2.7% $11.40 -19.2%
2206 PENG CALL PENGUIN SOLUTIONS INC Technology 11,900.0 $905K 0.00% +5K +80.3% $76.01 -31.0%
2207 ASM AVINO SILVER & GOLD MINES LT Basic Materials 142,615.0 $904K 0.00% NEW $6.34 +21.1%
2208 FRMI FERMI INC Utilities 98,674.0 $904K 0.00% NEW $9.16 -39.6%
2209 ENR PUT ENERGIZER HLDGS INC Industrials 42,100.0 $903K 0.00% -4K -9.1% $21.44 +3.1%
2210 BNTX PUT BIONTECH SE Healthcare 9,700.0 $903K 0.00% +2K +32.9% $93.05 +20.2%
2211 WLDN WILLDAN GROUP INC Industrials 11,410.0 $903K 0.00% NEW $79.10 +10.2%
2212 ST PUT SENSATA TECHNOLOGIES HLDG PL Technology 18,900.0 $902K 0.00% -1K -6.0% $47.74 -11.1%
2213 PUT FLUTTER ENTMT PLC 8,800.0 $899K 0.00% -4K -29.6% $102.17
2214 CAAP CORPORACION AMER ARPTS S A Industrials 35,640.0 $897K 0.00% NEW $25.18 -3.3%
2215 MKTX CALL MARKETAXESS HLDGS INC Financial Services 7,900.0 $897K 0.00% +8K +7800.0% $113.49 +43.2%
2216 J CALL JACOBS SOLUTIONS INC Industrials 7,100.0 $895K 0.00% +2K +26.8% $126.00 +20.1%
2217 AM PUT ANTERO MIDSTREAM CORP Energy 39,300.0 $894K 0.00% -56K -58.8% $22.75 -2.1%
2218 AXTI PUT AXT INC Technology 12,400.0 $894K 0.00% -5K -30.3% $72.08 -7.8%
2219 SWBI CALL SMITH & WESSON BRANDS INC Industrials 59,300.0 $892K 0.00% +26K +76.5% $15.04 -13.9%
2220 ELAN CALL ELANCO ANIMAL HEALTH INC Healthcare 36,200.0 $891K 0.00% -56K -60.5% $24.61 +0.2%
Page 111 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%