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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 147 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 9,500.0 $410K 0.00% +800.0 +9.2% $43.18 +28.2%
2922 LEVI CALL LEVI STRAUSS & CO NEW Consumer Cyclical 16,500.0 $410K 0.00% +600.0 +3.8% $24.83 -15.0%
2923 AM CALL ANTERO MIDSTREAM CORP Energy 18,000.0 $410K 0.00% -38K -67.7% $22.75 -3.7%
2924 GRAB CALL GRAB HOLDINGS LIMITED Technology 108,600.0 $409K 0.00% -70K -39.2% $3.77 -5.0%
2925 VITL VITAL FARMS INC Consumer Defensive 35,184.0 $409K 0.00% -49K -58.4% $11.63 -4.5%
2926 HIMX PUT HIMAX TECHNOLOGIES INC Technology 26,600.0 $408K 0.00% +17K +168.7% $15.34 -10.9%
2927 GXO GXO LOGISTICS INCORPORATED Industrials 8,036.0 $407K 0.00% +6K +252.3% $50.70 -6.5%
2928 CNQ CANADIAN NAT RES LTD MED TER Energy 10,293.0 $407K 0.00% +10K +1440.9% $39.50 +25.5%
2929 WT CALL WISDOMTREE INC Financial Services 24,000.0 $407K 0.00% -66K -73.2% $16.94 +42.4%
2930 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 5,800.0 $406K 0.00% -5K -45.3% $69.98 -2.0%
2931 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,810.0 $405K 0.00% +52.0 +3.0% $223.95 +26.3%
2932 EPAM CALL EPAM SYS INC Technology 5,100.0 $405K 0.00% -4K -42.7% $79.35 +41.0%
2933 DOX PUT AMDOCS LTD Technology 8,000.0 $404K 0.00% +7K +1233.3% $50.54 +23.3%
2934 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 68,700.0 $404K 0.00% -47K -40.8% $5.88 -39.8%
2935 HAWKEYE 360 INC 19,978.0 $404K 0.00% NEW $20.22
2936 ORA PUT ORMAT TECHNOLOGIES INC Utilities 3,700.0 $403K 0.00% -7K -64.1% $108.90 -2.4%
2937 SOLV PUT SOLVENTUM CORP Healthcare 5,200.0 $401K 0.00% -10K -66.0% $77.15 +18.7%
2938 INOD CALL INNODATA INC Technology 5,300.0 $401K 0.00% -17K -76.4% $75.58 -24.4%
2939 VNET VNET GROUP INC Technology 49,684.0 $399K 0.00% -49K -49.9% $8.04 -14.3%
2940 CF BANKSHARES INC 12,187.0 $399K 0.00% NEW $32.77
Page 147 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%