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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 168 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 EXEL PUT EXELIXIS INC Healthcare 4,500.0 $245K 0.00% -8K -63.1% $54.41 +0.3%
3342 OZK CALL BANK OZK LITTLE ROCK ARK Financial Services 4,700.0 $245K 0.00% -7K -58.8% $52.09 -5.3%
3343 PLUM ACQUISITION CORP IV 542,051.0 $244K 0.00% $0.45
3344 QTWO Q2 HLDGS INC Technology 5,067.0 $244K 0.00% -24K -82.6% $48.10 +33.4%
3345 AX CALL AXOS FINANCIAL INC Financial Services 2,500.0 $243K 0.00% -600.0 -19.4% $97.39 -0.5%
3346 FACTORIAL ENERGY INC 178,697.0 $243K 0.00% NEW $1.36
3347 ALRM CALL ALARM COM HLDGS INC Technology 5,200.0 $243K 0.00% +3K +147.6% $46.72 +23.2%
3348 AHCO ADAPTHEALTH CORP Healthcare 23,311.0 $243K 0.00% NEW $10.42 -46.0%
3349 ED CONSOLIDATED EDISON INC Utilities 2,190.0 $242K 0.00% +1K +160.1% $110.63 -2.6%
3350 ZUMZ CALL ZUMIEZ INC Consumer Cyclical 13,600.0 $242K 0.00% NEW $17.80 +4.0%
3351 SLS CALL SELLAS LIFE SCIENCES GROUP I Healthcare 16,400.0 $242K 0.00% NEW $14.76 -2.9%
3352 UNH UNITEDHEALTH GROUP INC Healthcare 582.0 $242K 0.00% -113K -99.5% $415.63 -4.1%
3353 GRND PUT GRINDR INC Technology 16,800.0 $241K 0.00% -12K -41.0% $14.37 +8.4%
3354 CALL PONY AI INC 34,700.0 $241K 0.00% +3K +9.8% $6.95
3355 CORE LABORATORIES INC 20,687.0 $241K 0.00% NEW $11.65
3356 USCB USCB FINANCIAL HOLDINGS INC Financial Services 11,768.0 $241K 0.00% NEW $20.46 +9.7%
3357 MOD CALL MODINE MFG CO Consumer Cyclical 900.0 $240K 0.00% +500.0 +125.0% $267.02 -29.5%
3358 PII PUT POLARIS INC Consumer Cyclical 3,500.0 $240K 0.00% -7K -66.7% $68.44 -6.0%
3359 YMM FULL TRUCK ALLIANCE CO LTD Technology 29,400.0 $239K 0.00% +22K +295.6% $8.12 +3.8%
3360 HST HOST HOTELS & RESORTS INC Real Estate 10,054.0 $238K 0.00% NEW $23.71 -2.2%
Page 168 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%