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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 152 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 AON AON PLC Financial Services 1,087.0 $361K 0.00% +901.0 +484.4% $331.69 +7.0%
3022 ENTG PUT ENTEGRIS INC Technology 2,000.0 $360K 0.00% $179.86 -22.8%
3023 MAT CALL MATTEL INC Consumer Cyclical 25,900.0 $359K 0.00% +22K +502.3% $13.88 +9.9%
3024 WIX PUT WIX COM LTD Technology 7,900.0 $358K 0.00% -700.0 -8.1% $45.37 +89.7%
3025 LEA LEAR CORP Consumer Cyclical 2,670.0 $358K 0.00% +2K +1276.3% $134.06 -7.8%
3026 RRR PUT RED ROCK RESORTS INC Consumer Cyclical 5,500.0 $358K 0.00% +3K +103.7% $65.06 -8.2%
3027 DQ DAQO NEW ENERGY CORP Technology 26,691.0 $357K 0.00% +16K +150.5% $13.39 +6.1%
3028 AVY CALL AVERY DENNISON CORP Industrials 2,200.0 $357K 0.00% NEW $162.35 +10.8%
3029 CAH PUT CARDINAL HEALTH INC Healthcare 1,500.0 $356K 0.00% -3K -68.8% $237.56 +0.2%
3030 GRMN PUT GARMIN LTD Technology 1,500.0 $356K 0.00% +1K +1400.0% $237.54 +21.5%
3031 CALL APTIV PLC 5,800.0 $356K 0.00% -24K -80.5% $61.38
3032 WIT WIPRO LTD Technology 158,223.0 $356K 0.00% NEW $2.25 -16.4%
3033 MKSI PUT MKS INC. Technology 800.0 $356K 0.00% -800.0 -50.0% $444.80 -39.2%
3034 OABI OMNIAB INC Healthcare 144,427.0 $355K 0.00% NEW $2.46 +89.4%
3035 CLOV PUT CLOVER HEALTH INVESTMENTS CO Healthcare 67,800.0 $355K 0.00% +68K +10000.0% $5.24 -21.2%
3036 ISBA ISABELLA BK CORP Financial Services 8,994.0 $355K 0.00% NEW $39.50 -0.8%
3037 BMBL PUT BUMBLE INC Technology 110,900.0 $355K 0.00% -32K -22.2% $3.20 -11.2%
3038 NOV CALL NOV INC Energy 19,100.0 $354K 0.00% NEW $18.55 +7.5%
3039 JNJ JOHNSON & JOHNSON Healthcare 1,394.0 $354K 0.00% -207K -99.3% $253.97 +7.5%
3040 DY CALL DYCOM INDS INC Industrials 700.0 $354K 0.00% -200.0 -22.2% $505.59 -30.4%
Page 152 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%