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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 145 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 POWL CALL POWELL INDS INC Industrials 1,500.0 $430K 0.00% +1K +1400.0% $286.36 -33.6%
2882 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,200.0 $428K 0.00% -35K -87.2% $82.40 -4.4%
2883 CLBT CALL CELLEBRITE DI LTD Technology 29,300.0 $428K 0.00% +25K +581.4% $14.60 -22.7%
2884 WSC CALL WILLSCOT HLDGS CORP Industrials 14,800.0 $427K 0.00% +5K +46.5% $28.86 -26.3%
2885 DOW PUT DOW HLDGS INC Basic Materials 15,600.0 $427K 0.00% -14K -46.4% $27.36 +10.2%
2886 MGA PUT MAGNA INTL INC Consumer Cyclical 6,500.0 $427K 0.00% -4K -35.6% $65.66 +0.7%
2887 DRS CALL LEONARDO DRS INC Industrials 10,000.0 $427K 0.00% +8K +354.6% $42.67 -10.6%
2888 BZH PUT BEAZER HOMES USA INC Consumer Cyclical 15,200.0 $426K 0.00% -3K -16.5% $28.05 +18.3%
2889 CCK CALL CROWN HLDGS INC Consumer Cyclical 3,800.0 $425K 0.00% NEW $111.82 +7.7%
2890 DOX CALL AMDOCS LTD Technology 8,400.0 $425K 0.00% NEW $50.54 +23.3%
2891 SNAP CALL SNAP INC Communication Services 95,600.0 $424K 0.00% -149K -60.9% $4.44 +33.4%
2892 OLED PUT UNIVERSAL DISPLAY CORP Technology 4,900.0 $424K 0.00% +4K +276.9% $86.59 +3.2%
2893 BWA BORGWARNER INC Consumer Cyclical 6,386.0 $424K 0.00% +5K +555.0% $66.40 -2.0%
2894 JACK CALL JACK IN THE BOX INC Consumer Cyclical 26,800.0 $424K 0.00% -14K -34.8% $15.81 +5.6%
2895 TKO CALL TKO GROUP HOLDINGS INC Communication Services 2,100.0 $423K 0.00% +300.0 +16.7% $201.31 -3.9%
2896 FSLY FASTLY INC Technology 23,018.0 $423K 0.00% -89K -79.5% $18.36 +25.3%
2897 TITN PUT TITAN MACHY INC Industrials 20,000.0 $422K 0.00% NEW $21.12 -9.4%
2898 GO GROCERY OUTLET HLDG CORP Consumer Defensive 42,210.0 $421K 0.00% +33K +354.1% $9.98 +21.4%
2899 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,716.0 $420K 0.00% -33K -95.1% $244.77 -16.1%
2900 LIFE ETHOS TECHNOLOGIES INC Financial Services 23,132.0 $420K 0.00% $18.14 +112.6%
Page 145 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%