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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 118 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 CAVA CALL CAVA GROUP INC Consumer Cyclical 9,900.0 $777K 0.00% -20K -66.3% $78.48 -14.7%
2342 FLS FLOWSERVE CORP Industrials 10,455.0 $775K 0.00% -84K -88.9% $74.16 +10.6%
2343 INBK FIRST INTERNET BANCORP Financial Services 27,854.0 $774K 0.00% -21K -42.8% $27.80 -1.3%
2344 SPGI CALL S&P GLOBAL INC Financial Services 1,900.0 $774K 0.00% -4K -69.8% $407.26 +6.9%
2345 PUT DUPONT DE NEMOURS INC 5,700.0 $773K 0.00% NEW $135.64
2346 APEX TREAS CORP 75,000.0 $772K 0.00% $10.30
2347 TDOC TELADOC HEALTH INC Healthcare 91,064.0 $772K 0.00% -32K -25.8% $8.48 -25.0%
2348 HII HUNTINGTON INGALLS INDS INC Industrials 2,759.0 $772K 0.00% -18K -86.7% $279.89 +6.2%
2349 PR PUT PERMIAN RESOURCES CORP Energy 41,900.0 $771K 0.00% +30K +237.9% $18.41 +25.9%
2350 JBL PUT JABIL INC Technology 2,000.0 $771K 0.00% -600.0 -23.1% $385.48 -19.0%
2351 EZPW CALL EZCORP INC Financial Services 22,300.0 $771K 0.00% -35K -61.3% $34.57 -0.5%
2352 CARR PUT CARRIER GLOBAL CORPORATION Industrials 10,500.0 $770K 0.00% -7K -40.3% $73.35 -19.8%
2353 RELY PUT REMITLY GLOBAL INC Technology 34,200.0 $766K 0.00% +22K +180.3% $22.41 +16.0%
2354 CALL KLARNA GROUP PLC 37,800.0 $765K 0.00% NEW $20.24
2355 SNA PUT SNAP ON INC Industrials 1,900.0 $765K 0.00% +1K +137.5% $402.40 -1.6%
2356 NOC CALL NORTHROP GRUMMAN CORP Industrials 1,500.0 $764K 0.00% +1K +200.0% $509.31 +7.0%
2357 DGX PUT QUEST DIAGNOSTICS INC Healthcare 3,600.0 $763K 0.00% +2K +227.3% $211.95 +15.4%
2358 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,300.0 $760K 0.00% -900.0 -28.1% $330.46 -1.4%
2359 FIGX CAP ACQUISITION CORP. 74,000.0 $760K 0.00% $10.27
2360 USFD US FOODS HLDG CORP Consumer Defensive 7,427.0 $759K 0.00% +7K +2375.7% $102.25 +5.4%
Page 118 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%