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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 150 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 PAGP PLAINS GP HLDGS L P Energy 15,576.0 $378K 0.00% +16K +10000.0% $24.27 +11.9%
2982 NRIX NURIX THERAPEUTICS INC Healthcare 15,568.0 $378K 0.00% NEW $24.26 +11.1%
2983 LNTH LANTHEUS HLDGS INC Healthcare 3,402.0 $377K 0.00% NEW $110.94 -9.1%
2984 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 110,656.0 $377K 0.00% NEW $3.41 -3.5%
2985 CNXC CALL CONCENTRIX CORP Technology 16,800.0 $376K 0.00% +7K +66.3% $22.41 +19.9%
2986 EA ELECTRONIC ARTS INC Communication Services 1,835.0 $376K 0.00% NEW $205.04 +2.3%
2987 VIRT PUT VIRTU FINL INC Financial Services 6,300.0 $375K 0.00% +4K +133.3% $59.57 +9.5%
2988 GL PUT GLOBE LIFE INC Financial Services 2,100.0 $375K 0.00% NEW $178.68 -3.6%
2989 Z PUT ZILLOW GROUP INC Communication Services 11,900.0 $375K 0.00% -23K -65.7% $31.52 +14.5%
2990 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 14,400.0 $374K 0.00% -89K -86.0% $26.00 +8.0%
2991 PCOR CALL PROCORE TECHNOLOGIES INC Technology 9,200.0 $374K 0.00% +800.0 +9.5% $40.62 +49.2%
2992 TDW CALL TIDEWATER INC NEW Energy 5,600.0 $373K 0.00% +1K +24.4% $66.63 +38.6%
2993 CHYM CALL CHIME FINL INC Financial Services 18,200.0 $373K 0.00% NEW $20.48 +61.6%
2994 ROP PUT ROPER TECHNOLOGIES INC Industrials 1,100.0 $372K 0.00% +400.0 +57.1% $338.39 +22.2%
2995 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 37,581.0 $372K 0.00% -546K -93.6% $9.90 -30.4%
2996 OMF ONEMAIN HLDGS INC Financial Services 6,102.0 $372K 0.00% -19K -75.8% $60.97 +3.7%
2997 KRYS PUT KRYSTAL BIOTECH INC Healthcare 1,000.0 $372K 0.00% +100.0 +11.1% $371.67 -4.2%
2998 EC PUT ECOPETROL S A Energy 26,100.0 $372K 0.00% -28K -51.9% $14.24 +17.9%
2999 ARGX CALL ARGENX SE Healthcare 400.0 $371K 0.00% -100.0 -20.0% $927.77 +9.9%
3000 ENVX PUT ENOVIX CORPORATION Industrials 61,000.0 $370K 0.00% +40K +194.7% $6.07 -44.3%
Page 150 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%