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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 18 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NVT NVENT ELEC PLC Industrials 85,412.0 $14.5M 0.05% -155K -64.5% $169.61 -2.9%
342 NMIH NMI HLDGS INC Financial Services 351,403.0 $14.4M 0.05% -155K -30.7% $41.09 +11.0%
343 AMZN CALL AMAZON COM INC Consumer Cyclical 60,400.0 $14.4M 0.05% -38K -38.4% $238.34 +8.9%
344 IDYA IDEAYA BIOSCIENCES INC Healthcare 386,183.0 $14.4M 0.05% NEW $37.27 +1.8%
345 CPNG COUPANG INC Consumer Cyclical 828,176.0 $14.4M 0.05% +744K +879.9% $17.37 -10.3%
346 ALMONTY INDS INC 863,227.0 $14.3M 0.05% -31K -3.5% $16.56
347 VIAV VIAVI SOLUTIONS INC Technology 298,823.0 $14.3M 0.05% +298K +10000.0% $47.75 -13.4%
348 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 15,200.0 $14.2M 0.05% +6K +70.8% $935.47 +2.8%
349 CORE SCIENTIFIC INC NEW 755,627.0 $14.2M 0.05% -9K -1.2% $18.80
350 GOOG PUT ALPHABET INC Communication Services 40,200.0 $14.2M 0.05% -3K -6.5% $353.33 -3.4%
351 LOW CALL LOWES COS INC Consumer Cyclical 64,400.0 $14.2M 0.05% +57K +736.4% $220.49 -2.2%
352 CR CRANE COMPANY Industrials 63,562.0 $14.2M 0.05% +42K +201.5% $223.07 -3.6%
353 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 125,743.0 $14.2M 0.05% -82K -39.5% $112.74 +11.3%
354 TSLA CALL TESLA INC Consumer Cyclical 33,700.0 $14.2M 0.05% -23K -40.7% $420.60 -19.9%
355 MGP INGREDIENTS INC NEW 14,500,000.0 $14.1M 0.05% +2.0M +16.0% $0.97
356 JBLU JETBLUE AIRWAYS CORP Industrials 2,463,294.0 $14.1M 0.05% +2.5M +10000.0% $5.73 -12.0%
357 ARM PUT ARM HOLDINGS PLC Technology 39,800.0 $14.1M 0.05% +14K +54.9% $354.57 -28.6%
358 REGN REGENERON PHARMACEUTICALS Healthcare 22,596.0 $14.1M 0.05% +19K +461.8% $623.54 +29.9%
359 BOOST RUN INC 514,018.0 $14.0M 0.05% NEW $27.18
360 SNOW CALL SNOWFLAKE INC Technology 54,500.0 $13.9M 0.05% +10K +22.2% $254.50 +27.8%
Page 18 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%