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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 204 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4061 ARVN PUT ARVINAS INC Healthcare 8,400.0 $70K NEW $8.31 +12.7%
4062 ATO ATMOS ENERGY CORP Utilities 404.0 $70K -1K -76.9% $172.27 -3.1%
4063 BLMN PUT BLOOMIN BRANDS INC Consumer Cyclical 7,600.0 $69K NEW $9.14 +27.2%
4064 DSGX PUT DESCARTES SYS GROUP INC Technology 1,000.0 $69K NEW $69.24 +13.0%
4065 IONQ IONQ INC Technology 1,299.0 $69K -5K -78.8% $53.26 -15.8%
4066 IRWD CALL IRONWOOD PHARMACEUTICALS INC Healthcare 16,400.0 $69K +8K +86.4% $4.21 +1.9%
4067 DHR DANAHER CORP DEL Healthcare 362.0 $69K -35K -99.0% $190.48 +14.9%
4068 HP PUT HELMERICH & PAYNE INC Energy 2,100.0 $69K +100.0 +5.0% $32.74 +33.0%
4069 PLUG PUT PLUG PWR INC Industrials 25,100.0 $68K -118K -82.4% $2.71 -16.2%
4070 AMG CALL AFFILIATED MANAGERS GROUP Financial Services 200.0 $68K NEW $338.40 +5.3%
4071 PUT CHARGEPOINT HOLDINGS INC 11,400.0 $67K +9K +356.0% $5.91
4072 WTI W & T OFFSHORE INC Energy 21,373.0 $67K +3K +18.4% $3.15 +24.4%
4073 MGA MAGNA INTL INC Consumer Cyclical 1,025.0 $67K -2K -70.0% $65.66 +11.3%
4074 SGML CALL SIGMA LITHIUM CORPORATION Basic Materials 5,300.0 $67K -58K -91.6% $12.65 -5.4%
4075 POWI POWER INTEGRATIONS INC Technology 797.0 $67K NEW $83.76 -34.1%
4076 SOPH SOPHIA GENETICS SA Healthcare 11,543.0 $67K NEW $5.77 +49.9%
4077 RMBS PUT RAMBUS INC DEL Technology 500.0 $66K -900.0 -64.3% $132.74 -31.3%
4078 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 803.0 $66K -12K -93.8% $82.40 -4.2%
4079 KNSL CALL KINSALE CAP GROUP INC Financial Services 200.0 $66K NEW $329.81 +16.3%
4080 LSCC LATTICE SEMICONDUCTOR CORP Technology 428.0 $65K +394.0 +1158.8% $152.96 -23.1%
Page 204 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%