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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 130 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 TRMB PUT TRIMBLE INC Technology 11,400.0 $583K 0.00% +5K +81.0% $51.18 +16.6%
2582 AAOI APPLIED OPTOELECTRONICS INC Technology 3,929.0 $582K 0.00% +3K +786.9% $148.16 -23.2%
2583 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 24,158.0 $581K 0.00% -33K -57.9% $24.04 +11.1%
2584 KOPN PUT KOPIN CORP Technology 129,200.0 $579K 0.00% NEW $4.48 +5.6%
2585 KMI KINDER MORGAN INC DEL Energy 18,094.0 $578K 0.00% +18K +4098.1% $31.97 +0.2%
2586 SHIM SHIMMICK CORPORATION Industrials 126,392.0 $578K 0.00% NEW $4.57 -9.4%
2587 QLYS CALL QUALYS INC Technology 4,200.0 $577K 0.00% +2K +68.0% $137.49 +28.5%
2588 ROL PUT ROLLINS INC Consumer Cyclical 13,800.0 $576K 0.00% $41.74 -12.1%
2589 BYD PUT BOYD GAMING CORP Consumer Cyclical 6,500.0 $574K 0.00% +4K +116.7% $88.33 -8.7%
2590 SWK STANLEY BLACK & DECKER INC Industrials 6,100.0 $574K 0.00% -66K -91.6% $94.12 +6.0%
2591 SKM SK TELECOM CO LTD Communication Services 17,837.0 $574K 0.00% -43K -70.8% $32.16 +23.8%
2592 SII CALL SPROTT INC Financial Services 5,100.0 $573K 0.00% -9K -63.3% $112.35 +21.8%
2593 UTZ CALL UTZ BRANDS INC Consumer Defensive 74,300.0 $572K 0.00% NEW $7.70 +84.7%
2594 CALL RB GLOBAL INC 4,900.0 $571K 0.00% NEW $116.45
2595 CALL IRIDIUM COMMUNICATIONS INC 10,400.0 $570K 0.00% -8K -45.0% $54.85
2596 UCTT CALL ULTRA CLEAN HLDGS INC Technology 4,000.0 $570K 0.00% +500.0 +14.3% $142.59 -48.7%
2597 SM PUT SM ENERGY COMPANY Energy 21,800.0 $569K 0.00% $26.10 +35.5%
2598 ALTG ALTA EQUIPMENT GROUP INC Industrials 87,812.0 $568K 0.00% NEW $6.47 -4.2%
2599 MNST PUT MONSTER BEVERAGE CORP NEW Consumer Defensive 5,900.0 $567K 0.00% -24K -79.9% $96.12 -50.3%
2600 PD CALL PAGERDUTY INC Technology 58,700.0 $566K 0.00% +53K +929.8% $9.65 +26.3%
Page 130 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%