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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 17 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ETSY INC 15,000,000.0 $15.3M 0.06% NEW $1.02
322 ABBV CALL ABBVIE INC Healthcare 60,800.0 $15.3M 0.06% -14K -18.6% $251.64 +5.7%
323 CART MAPLEBEAR INC Consumer Cyclical 322,219.0 $15.3M 0.06% +317K +6567.1% $47.35 +7.0%
324 ATI ATI INC Industrials 77,381.0 $15.3M 0.06% -69K -47.0% $197.10 +9.6%
325 LGN LEGENCE CORP Industrials 178,929.0 $15.3M 0.06% NEW $85.23 -26.7%
326 INTERNATIONAL BANCSHARES COR 200,778.0 $15.2M 0.06% NEW $75.95
327 VRSN VERISIGN INC Technology 60,134.0 $15.1M 0.05% +57K +2119.0% $251.56 +8.5%
328 SBUX CALL STARBUCKS CORP Consumer Cyclical 148,000.0 $15.1M 0.05% +98K +194.8% $102.19 +2.7%
329 QCOM PUT QUALCOMM INC Technology 81,700.0 $15.1M 0.05% +60K +278.2% $184.79 -12.4%
330 GOOG CALL ALPHABET INC Communication Services 42,600.0 $15.1M 0.05% +27K +169.6% $353.33 -3.3%
331 J JACOBS SOLUTIONS INC Industrials 119,440.0 $15.0M 0.05% +57K +90.3% $126.00 +17.0%
332 LECO LINCOLN ELEC HLDGS INC Industrials 56,627.0 $15.0M 0.05% +25K +78.2% $265.51 +5.3%
333 BE BLOOM ENERGY CORP Industrials 49,563.0 $15.0M 0.05% -157K -76.1% $302.70 -31.7%
334 DVN DEVON ENERGY CORP NEW Energy 359,077.0 $14.8M 0.05% +338K +1597.1% $41.32 +16.6%
335 XLF SELECT SECTOR SPDR TR 274,913.0 $14.7M 0.05% +66K +31.6% $53.61 +7.2%
336 TREX TREX INC Industrials 294,170.0 $14.7M 0.05% +38K +15.0% $50.04 -3.5%
337 XOM CALL EXXON MOBIL CORP Energy 107,600.0 $14.7M 0.05% -36K -25.3% $136.72 +20.5%
338 FIX COMFORT SYS USA INC Industrials 7,404.0 $14.7M 0.05% -1K -12.7% $1981.95 -14.4%
339 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 31,800.0 $14.6M 0.05% -2K -6.5% $459.13 +16.2%
340 RIO CALL RIO TINTO PLC Basic Materials 153,500.0 $14.6M 0.05% +65K +74.0% $94.93 +5.8%
Page 17 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%