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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 138 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 TPG CALL TPG INC Financial Services 12,400.0 $503K 0.00% +2K +20.4% $40.55 +30.0%
2742 LQDA LIQUIDIA CORPORATION Healthcare 6,295.0 $502K 0.00% +2K +50.1% $79.73 -9.7%
2743 BCE CALL BCE INC Communication Services 23,300.0 $501K 0.00% -28K -54.1% $21.51 +9.1%
2744 PUT PONY AI INC 72,100.0 $501K 0.00% +30K +69.2% $6.95
2745 SSRM CALL SSR MINING IN Basic Materials 17,700.0 $501K 0.00% -32K -64.5% $28.28 +35.1%
2746 ACM AECOM Industrials 7,164.0 $500K 0.00% +7K +1408.2% $69.80 -6.9%
2747 MTZ PUT MASTEC INC Industrials 1,200.0 $499K 0.00% -2K -64.7% $416.06 -39.9%
2748 CMI CALL CUMMINS INC Industrials 700.0 $499K 0.00% -5K -87.9% $713.21 -18.9%
2749 OTEX CALL OPEN TEXT CORP Technology 22,500.0 $498K 0.00% NEW $22.15 +7.7%
2750 XPEV XPENG INC Consumer Cyclical 37,633.0 $498K 0.00% -2K -4.8% $13.24 -10.8%
2751 NGG PUT NATIONAL GRID PLC Utilities 6,000.0 $497K 0.00% NEW $82.87 -2.7%
2752 SG CALL SWEETGREEN INC Consumer Cyclical 56,400.0 $497K 0.00% -84K -60.0% $8.81 -22.8%
2753 PUT COOPER COS INC 6,900.0 $495K 0.00% +3K +86.5% $71.71
2754 BKR PUT BAKER HUGHES COMPANY Energy 8,900.0 $494K 0.00% -9K -49.7% $55.50 +11.5%
2755 SAP PUT SAP SE Technology 3,200.0 $493K 0.00% -22K -87.5% $154.11 +36.0%
2756 FIVN CALL FIVE9 INC Technology 23,100.0 $492K 0.00% -6K -22.0% $21.32 +48.8%
2757 HELE HELEN OF TROY LTD Consumer Defensive 16,927.0 $492K 0.00% +17K +10000.0% $29.07 -1.1%
2758 EFX PUT EQUIFAX INC Industrials 3,100.0 $492K 0.00% +1K +63.2% $158.72 +19.9%
2759 PPC PUT PILGRIMS PRIDE CORP Consumer Defensive 17,500.0 $492K 0.00% +14K +400.0% $28.11 +12.0%
2760 VIAV PUT VIAVI SOLUTIONS INC Technology 10,300.0 $492K 0.00% +8K +329.2% $47.75 -19.4%
Page 138 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%