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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 116 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 XYL CALL XYLEM INC Industrials 6,900.0 $816K 0.00% +7K +3350.0% $118.21 -4.5%
2302 AMBA PUT AMBARELLA INC Technology 9,500.0 $815K 0.00% -100.0 -1.0% $85.80 -17.5%
2303 BFLY CALL BUTTERFLY NETWORK INC Healthcare 96,800.0 $815K 0.00% +92K +1916.7% $8.42 +8.3%
2304 HDB PUT HDFC BANK LTD Financial Services 31,500.0 $814K 0.00% +10K +43.2% $25.83 -12.6%
2305 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 14,200.0 $813K 0.00% -19K -57.1% $57.22 +14.3%
2306 PBF PBF ENERGY INC Energy 17,841.0 $812K 0.00% NEW $45.52 +50.3%
2307 FROG CALL JFROG LTD Technology 8,900.0 $809K 0.00% $90.88 +14.9%
2308 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 14,800.0 $808K 0.00% +9K +169.1% $54.62 +12.7%
2309 WEST WESTROCK COFFEE CO Consumer Defensive 99,515.0 $807K 0.00% NEW $8.11 -1.0%
2310 BKSY PUT BLACKSKY TECHNOLOGY INC Technology 28,900.0 $807K 0.00% NEW $27.92 -11.2%
2311 RIOT RIOT PLATFORMS INC Financial Services 29,403.0 $805K 0.00% -123K -80.8% $27.38 -23.0%
2312 DLO DLOCAL LTD Technology 61,878.0 $804K 0.00% -34K -35.5% $12.99 +16.0%
2313 THRM GENTHERM INC Consumer Cyclical 23,521.0 $802K 0.00% +7K +41.8% $34.11 +18.5%
2314 KALU KAISER ALUMINIUM CORPORATION Basic Materials 4,093.0 $801K 0.00% NEW $195.63 -19.0%
2315 MIR CALL MIRION TECHNOLOGIES INC Industrials 44,500.0 $798K 0.00% +11K +31.3% $17.93 -16.7%
2316 DBX CALL DROPBOX INC Technology 29,000.0 $797K 0.00% -14K -33.2% $27.47 +30.4%
2317 CGNX PUT COGNEX CORP Technology 11,000.0 $797K 0.00% -2K -12.7% $72.42 -13.4%
2318 DASH DOORDASH INC Communication Services 4,308.0 $795K 0.00% -32K -88.2% $184.53 +25.4%
2319 AXON AXON ENTERPRISE INC Industrials 1,417.0 $794K 0.00% -5K -76.7% $560.61 +9.0%
2320 Z CALL ZILLOW GROUP INC Communication Services 25,200.0 $794K 0.00% -7K -20.8% $31.52 +12.2%
Page 116 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%