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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 165 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 MTCH PUT MATCH GROUP INC NEW Communication Services 6,900.0 $263K 0.00% -1K -12.7% $38.05 +9.7%
3282 WAT CALL WATERS CORP Healthcare 700.0 $263K 0.00% +300.0 +75.0% $375.04 +9.5%
3283 FLNC PUT FLUENCE ENERGY INC Utilities 13,200.0 $262K 0.00% +10K +288.2% $19.88 -45.4%
3284 TWFG INC 10,885.0 $262K 0.00% NEW $24.05
3285 COSO COASTALSOUTH BANCSHARES INC Financial Services 9,735.0 $261K 0.00% NEW $26.85 +2.6%
3286 ORA CALL ORMAT TECHNOLOGIES INC Utilities 2,400.0 $261K 0.00% -4K -64.7% $108.90 -3.2%
3287 PUT THOMSON REUTERS CORP 3,200.0 $261K 0.00% NEW $81.67
3288 BIRKENSTOCK HOLDING PLC 6,058.0 $261K 0.00% +5K +513.8% $43.03
3289 NAT PUT NORDIC AMERICAN TANKERS LIMI Industrials 47,000.0 $260K 0.00% +20K +72.8% $5.54 +26.4%
3290 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 25,000.0 $260K 0.00% $10.40 -0.1%
3291 GCT GIGACLOUD TECHNOLOGY INC Technology 8,219.0 $260K 0.00% NEW $31.60 +59.8%
3292 ATO PUT ATMOS ENERGY CORP Utilities 1,500.0 $258K 0.00% +400.0 +36.4% $172.27 -2.6%
3293 SOUN PUT SOUNDHOUND AI INC Technology 39,900.0 $258K 0.00% -14K -26.6% $6.47 +8.2%
3294 HXL HEXCEL CORP NEW Industrials 2,579.0 $258K 0.00% -785.0 -23.3% $100.06 -7.5%
3295 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,597.0 $258K 0.00% NEW $71.74 +1.0%
3296 OKTA OKTA INC Technology 1,887.0 $257K 0.00% +25.0 +1.3% $136.45 -4.0%
3297 GTLB GITLAB INC Technology 8,427.0 $257K 0.00% -28K -76.6% $30.53 +37.7%
3298 BEN FRANKLIN RESOURCES INC Financial Services 7,728.0 $257K 0.00% -37K -82.7% $33.27 +4.1%
3299 MRCY CALL MERCURY SYS INC Industrials 2,100.0 $257K 0.00% +900.0 +75.0% $122.33 -26.8%
3300 TXG PUT 10X GENOMICS INC Healthcare 6,700.0 $257K 0.00% NEW $38.34 +66.4%
Page 165 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%