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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 20 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CVX PUT CHEVRON CORPORATION Energy 78,200.0 $13.0M 0.05% -38K -32.9% $165.76 +24.1%
382 FCX CALL FREEPORT MCMORAN INC Basic Materials 204,400.0 $12.9M 0.05% +93K +83.5% $62.89 +9.9%
383 LCID PUT LUCID GROUP INC Consumer Cyclical 1,913,200.0 $12.8M 0.05% -150K -7.3% $6.69 -11.5%
384 ABT CALL ABBOTT LABORATORIES Healthcare 140,800.0 $12.8M 0.05% +21K +17.4% $90.74 +26.1%
385 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 709,400.0 $12.7M 0.04% +283K +66.5% $17.93 +2.7%
386 EQPT EQUIPMENTSHARE COM INC Industrials 645,741.0 $12.7M 0.04% +439K +212.2% $19.66 +0.1%
387 APH AMPHENOL CORP Technology 71,614.0 $12.6M 0.04% NEW $176.32 -11.5%
388 PG PUT PROCTER & GAMBLE CO Consumer Defensive 85,600.0 $12.6M 0.04% +14K +20.4% $146.64 -1.5%
389 FTAI AVIATION LTD 46,353.0 $12.5M 0.04% -70K -60.3% $270.53
390 AZN CALL ASTRAZENECA PLC Healthcare 66,100.0 $12.5M 0.04% +22K +48.5% $189.62 -13.0%
391 MMSI MERIT MED SYS INC Healthcare 180,680.0 $12.5M 0.04% +30K +19.7% $69.34 +32.7%
392 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 1,292,215.0 $12.5M 0.04% -1.1M -45.1% $9.68 -6.0%
393 OLED UNIVERSAL DISPLAY CORP Technology 143,825.0 $12.5M 0.04% +87K +151.4% $86.59 -0.1%
394 ZTS CALL ZOETIS INC Healthcare 173,200.0 $12.4M 0.04% +136K +370.6% $71.86 +6.7%
395 GLOBUS MED INC 156,421.0 $12.4M 0.04% +156K +10000.0% $79.01
396 MS CALL MORGAN STANLEY Financial Services 59,100.0 $12.4M 0.04% -2K -2.8% $209.04 +2.5%
397 MKSI MKS INC. Technology 27,616.0 $12.3M 0.04% -52K -65.1% $444.80 -36.7%
398 SNDK CALL SANDISK CORP Technology 5,400.0 $12.3M 0.04% -1K -16.9% $2273.73 -31.0%
399 LAZ LAZARD INC Financial Services 290,752.0 $12.2M 0.04% +287K +7380.1% $41.94 +7.8%
400 AMAT CALL APPLIED MATLS INC Technology 16,800.0 $12.1M 0.04% -39K -69.8% $723.00 -31.4%
Page 20 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%