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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 155 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 ACM CALL AECOM Industrials 4,800.0 $335K 0.00% +2K +77.8% $69.80 -10.1%
3082 LQDA CALL LIQUIDIA CORPORATION Healthcare 4,200.0 $335K 0.00% -24K -85.2% $79.73 -11.6%
3083 SPT CALL SPROUT SOCIAL INC Technology 44,300.0 $334K 0.00% +44K +10000.0% $7.55 +41.6%
3084 CRK PUT COMSTOCK RES INC Energy 22,400.0 $334K 0.00% -40K -64.0% $14.92 -5.0%
3085 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,545.0 $334K 0.00% -1K -18.7% $73.45 +21.6%
3086 AUR AURORA INNOVATION INC Technology 48,830.0 $333K 0.00% +21K +77.1% $6.82 -15.4%
3087 PUT CMB.TECH NV 23,800.0 $333K 0.00% -25K -51.3% $13.99
3088 ACI PUT ALBERTSONS COMPANIES INC Consumer Defensive 24,600.0 $333K 0.00% -80K -76.6% $13.53 -8.5%
3089 MKC PUT MCCORMICK & CO INC Consumer Defensive 6,600.0 $333K 0.00% -23K -77.8% $50.42 +8.1%
3090 ABBV ABBVIE INC Healthcare 1,321.0 $332K 0.00% -109K -98.8% $251.64 +5.6%
3091 FERG PUT FERGUSON ENTERPRISES INC Industrials 1,400.0 $332K 0.00% NEW $237.33 -2.0%
3092 HIG PUT HARTFORD INSURANCE GROUP INC Financial Services 2,500.0 $331K 0.00% -4K -62.7% $132.52 +4.3%
3093 BRKR CALL BRUKER CORP Healthcare 5,500.0 $331K 0.00% NEW $60.18 -5.5%
3094 KVYO PUT KLAVIYO INC Technology 21,800.0 $329K 0.00% +5K +32.1% $15.10 +16.6%
3095 DUPONT DE NEMOURS INC 2,421.0 $328K 0.00% NEW $135.64
3096 PUT VERSIGENT PLC 7,800.0 $328K 0.00% -6K -44.7% $42.01
3097 LNC LINCOLN NATL CORP IND Financial Services 9,255.0 $327K 0.00% -3K -26.7% $35.35 +20.5%
3098 CAKE PUT CHEESECAKE FACTORY INC Consumer Cyclical 4,100.0 $326K 0.00% -8K -66.7% $79.54 +42.7%
3099 BSY CALL BENTLEY SYS INC Technology 10,900.0 $326K 0.00% NEW $29.89 +23.5%
3100 UAA PUT UNDER ARMOUR INC Consumer Cyclical 50,900.0 $325K 0.00% +30K +143.5% $6.39 -19.9%
Page 155 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%