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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 21 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UCTT ULTRA CLEAN HLDGS INC Technology 85,088.0 $12.1M 0.04% -2K -2.7% $142.59 -48.8%
402 ORCL ORACLE CORP Technology 82,466.0 $12.1M 0.04% -100K -54.8% $146.55 -3.0%
403 SMH VANECK ETF TRUST 18,299.0 $12.0M 0.04% +17K +1248.5% $655.89 -14.6%
404 TW TRADEWEB MKTS INC Financial Services 120,077.0 $12.0M 0.04% +48K +65.7% $99.66 +7.0%
405 ZTS ZOETIS INC Healthcare 165,410.0 $11.9M 0.04% +144K +675.5% $71.86 +5.0%
406 FDX CALL FEDEX CORP Industrials 37,700.0 $11.8M 0.04% +21K +124.4% $313.13 +4.6%
407 DHT DHT HOLDINGS INC Energy 712,787.0 $11.8M 0.04% NEW $16.53 +20.7%
408 CFG CITIZENS FINL GROUP INC Financial Services 167,476.0 $11.7M 0.04% +163K +3282.7% $70.07 -0.1%
409 OMDA OMADA HEALTH INC Healthcare 530,670.0 $11.6M 0.04% +178K +50.6% $21.95 +9.6%
410 WFC PUT WELLS FARGO & CO Financial Services 139,600.0 $11.5M 0.04% -69K -33.1% $82.64 +1.8%
411 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 63,000.0 $11.5M 0.04% +14K +28.3% $183.11 -0.5%
412 SHW SHERWIN WILLIAMS CO Basic Materials 33,486.0 $11.5M 0.04% +30K +981.6% $344.32 +0.7%
413 HYG PUT ISHARES TR 143,600.0 $11.5M 0.04% -144K -50.1% $79.97 -0.5%
414 TMUS CALL T-MOBILE US INC Communication Services 68,400.0 $11.5M 0.04% +38K +122.8% $167.73 +8.1%
415 RTX CALL RTX CORPORATION Industrials 60,300.0 $11.4M 0.04% +15K +33.4% $189.73 +12.6%
416 GOOGL PUT ALPHABET INC Communication Services 31,900.0 $11.4M 0.04% -16K -32.7% $357.37 -4.8%
417 PWR QUANTA SVCS INC Industrials 15,791.0 $11.4M 0.04% +2K +13.4% $720.04 -7.3%
418 HRI HERC HLDGS INC Industrials 79,318.0 $11.4M 0.04% +75K +1700.2% $143.34 +12.7%
419 JPM PUT JPMORGAN CHASE & CO Financial Services 34,700.0 $11.4M 0.04% -20K -37.1% $327.33 +7.8%
420 NOW PUT SERVICENOW INC Technology 113,400.0 $11.3M 0.04% +33K +41.2% $99.28 +30.8%
Page 21 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%