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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 135 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 18,900.0 $528K 0.00% NEW $27.92 -12.2%
2682 ELF E L F BEAUTY INC Consumer Defensive 7,129.0 $528K 0.00% -5K -39.2% $74.00 +46.0%
2683 FLNC CALL FLUENCE ENERGY INC Utilities 26,500.0 $527K 0.00% -2K -6.4% $19.88 -44.9%
2684 BLKB BLACKBAUD INC Technology 17,785.0 $527K 0.00% NEW $29.62 +59.8%
2685 LWAY LIFEWAY FOODS INC Consumer Defensive 17,642.0 $526K 0.00% NEW $29.84 -12.4%
2686 NNE CALL NANO NUCLEAR ENERGY INC Industrials 24,900.0 $526K 0.00% NEW $21.14 -12.9%
2687 AROC PUT ARCHROCK INC Energy 12,900.0 $525K 0.00% -4K -21.8% $40.71 -22.6%
2688 COHU PUT COHU INC Technology 7,100.0 $525K 0.00% NEW $73.91 -31.3%
2689 CGNX COGNEX CORP Technology 7,233.0 $524K 0.00% +7K +10000.0% $72.42 -15.1%
2690 ACM PUT AECOM Industrials 7,500.0 $524K 0.00% +4K +141.9% $69.80 -6.5%
2691 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 6,000.0 $523K 0.00% -2K -29.4% $87.22 +7.1%
2692 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 3,100.0 $523K 0.00% -1K -24.4% $168.66 -5.1%
2693 STNE CALL STONECO LTD Technology 48,200.0 $522K 0.00% -28K -36.7% $10.84 -9.6%
2694 IESC IES HOLDINGS INC Industrials 711.0 $522K 0.00% -577.0 -44.8% $734.66 -55.2%
2695 FERG CALL FERGUSON ENTERPRISES INC Industrials 2,200.0 $522K 0.00% NEW $237.33 -0.7%
2696 UUUU CALL ENERGY FUELS INC Energy 36,000.0 $522K 0.00% -19K -34.5% $14.50 +8.2%
2697 HCM III ACQUISITION CORP 50,000.0 $522K 0.00% $10.44
2698 SOUTHSTATE BK CORP 5,217.0 $521K 0.00% NEW $99.90
2699 MRAM CALL EVERSPIN TECHNOLOGIES INC Technology 21,500.0 $520K 0.00% NEW $24.18 -26.3%
2700 VOYG PUT VOYAGER TECHNOLOGIES INC Industrials 16,100.0 $519K 0.00% NEW $32.25 +7.0%
Page 135 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%