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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 144 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 BOH PUT BANK HAWAII CORP Financial Services 5,400.0 $440K 0.00% NEW $81.49 -5.5%
2862 DNOW CALL DNOW INC Energy 33,900.0 $440K 0.00% NEW $12.97 +22.3%
2863 BANC PUT BANC OF CALIFORNIA INC Financial Services 21,500.0 $439K 0.00% NEW $20.43 -8.0%
2864 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 5,400.0 $438K 0.00% -3K -32.5% $81.16 -8.9%
2865 PERIMETER ACQUISITION CORP I 486,889.0 $438K 0.00% +82K +20.3% $0.90
2866 RCAT CALL RED CAT HLDGS INC Technology 41,100.0 $438K 0.00% -46K -52.9% $10.65 -16.7%
2867 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 8,300.0 $437K 0.00% -16K -65.1% $52.65 +18.0%
2868 RIG CALL TRANSOCEAN LTD Energy 89,000.0 $435K 0.00% -31K -25.8% $4.89 +15.3%
2869 DHT CALL DHT HOLDINGS INC Energy 26,300.0 $435K 0.00% -52K -66.5% $16.53 +10.8%
2870 MOH PUT MOLINA HEALTHCARE INC Healthcare 1,900.0 $435K 0.00% -2K -47.2% $228.70 -10.7%
2871 SM SM ENERGY COMPANY Energy 16,638.0 $434K 0.00% -56K -77.0% $26.10 +37.1%
2872 AMBA AMBARELLA INC Technology 5,061.0 $434K 0.00% -206K -97.6% $85.80 -18.4%
2873 XPO XPO INC Industrials 2,110.0 $433K 0.00% -71K -97.1% $205.29 -5.4%
2874 SGML SIGMA LITHIUM CORPORATION Basic Materials 34,216.0 $433K 0.00% +32K +1519.3% $12.65 -4.7%
2875 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 5,800.0 $432K 0.00% +2K +70.6% $74.48 +7.5%
2876 BFLY PUT BUTTERFLY NETWORK INC Healthcare 51,300.0 $432K 0.00% +26K +106.0% $8.42 +1.7%
2877 FNKO FUNKO INC Consumer Cyclical 73,416.0 $432K 0.00% NEW $5.88 +12.9%
2878 FIVE PUT FIVE BELOW INC Consumer Cyclical 2,400.0 $431K 0.00% NEW $179.79 +43.1%
2879 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 3,500.0 $431K 0.00% +2K +105.9% $123.05 +54.1%
2880 KEEL CALL KEEL INFRASTRUCTURE CORP Technology 75,000.0 $430K 0.00% NEW $5.74 -40.3%
Page 144 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%