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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 153 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 EAT CALL BRINKER INTL INC Consumer Cyclical 2,100.0 $353K 0.00% +800.0 +61.5% $168.00 +48.0%
3042 AVT AVNET INC Technology 3,966.0 $352K 0.00% NEW $88.82 -1.4%
3043 RXO RXO INC Industrials 12,748.0 $352K 0.00% NEW $27.59 -21.7%
3044 ANDG ANDERSEN GROUP INC Consumer Cyclical 9,320.0 $352K 0.00% NEW $37.72 +38.4%
3045 AVPT PUT AVEPOINT INC Technology 31,300.0 $351K 0.00% +27K +611.4% $11.21 +16.6%
3046 SRAD SPORTRADAR GROUP AG Technology 23,374.0 $350K 0.00% +19K +416.7% $14.97 -13.8%
3047 AER CALL AERCAP HOLDINGS NV Industrials 2,400.0 $350K 0.00% -1K -29.4% $145.78 +1.1%
3048 SNAP PUT SNAP INC Communication Services 78,700.0 $349K 0.00% -272K -77.5% $4.44 +33.3%
3049 ANTX AN2 THERAPEUTICS INC Healthcare 72,139.0 $349K 0.00% NEW $4.84 +16.9%
3050 MDLN MEDLINE INC Healthcare 8,848.0 $349K 0.00% -396K -97.8% $39.44 -9.6%
3051 DAVE INC 936.0 $349K 0.00% NEW $372.59
3052 ASB ASSOCIATED BANC-CORP Financial Services 11,249.0 $346K 0.00% NEW $30.77 +0.2%
3053 NTES PUT NETEASE COM INC Technology 2,700.0 $346K 0.00% +1K +107.7% $128.14 +0.5%
3054 VIRT CALL VIRTU FINL INC Financial Services 5,800.0 $346K 0.00% -1K -19.4% $59.57 +9.5%
3055 NGS NATURAL GAS SVCS GROUP INC Energy 7,998.0 $345K 0.00% -53K -87.0% $43.14 -20.3%
3056 LXEO LEXEO THERAPEUTICS INC Healthcare 73,868.0 $344K 0.00% NEW $4.66 +10.2%
3057 GNTX PUT GENTEX CORP Consumer Cyclical 13,600.0 $344K 0.00% +10K +257.9% $25.27 -6.4%
3058 TSN PUT TYSON FOODS INC Consumer Defensive 6,000.0 $344K 0.00% -5K -46.0% $57.25 -0.1%
3059 LOPE CALL GRAND CANYON ED INC Consumer Defensive 2,400.0 $343K 0.00% NEW $143.11 +4.2%
3060 SPB CALL SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 4,000.0 $343K 0.00% +3K +185.7% $85.75 +3.7%
Page 153 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%