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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 23 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 STRL STERLING INFRASTRUCTURE INC Industrials 13,025.0 $10.9M 0.04% +8K +155.3% $839.36 -38.0%
442 EOG EOG RES INC Energy 84,115.0 $10.9M 0.04% +84K +10000.0% $129.73 +17.3%
443 AMZN PUT AMAZON COM INC Consumer Cyclical 45,700.0 $10.9M 0.04% -25K -35.5% $238.34 +9.2%
444 Z ZILLOW GROUP INC Communication Services 342,391.0 $10.8M 0.04% -294K -46.2% $31.52 +13.3%
445 CMCSA CALL COMCAST CORP NEW Communication Services 439,200.0 $10.8M 0.04% +269K +157.4% $24.55 +7.6%
446 DHR CALL DANAHER CORP DEL Healthcare 56,600.0 $10.8M 0.04% +31K +117.7% $190.48 +13.4%
447 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 811,527.0 $10.8M 0.04% +291K +56.0% $13.28 -17.2%
448 SAIA SAIA INC Industrials 25,480.0 $10.7M 0.04% +24K +1368.6% $421.16 -14.6%
449 VST VISTRA CORP Utilities 67,495.0 $10.7M 0.04% -82K -54.8% $158.63 -12.4%
450 MKTX MARKETAXESS HLDGS INC Financial Services 94,002.0 $10.7M 0.04% -239K -71.8% $113.49 +42.7%
451 AMGN PUT AMGEN INC Healthcare 29,300.0 $10.6M 0.04% +12K +66.5% $362.12 +19.8%
452 CIFR CIPHER DIGITAL INC Financial Services 431,178.0 $10.6M 0.04% +381K +761.1% $24.50 -29.8%
453 MRK PUT MERCK & CO INC Healthcare 82,000.0 $10.5M 0.04% +6K +7.5% $128.50 +16.1%
454 RALLIANT CORP 142,904.0 $10.5M 0.04% +34K +31.4% $73.63
455 JBL JABIL INC Technology 27,264.0 $10.5M 0.04% -51K -65.2% $385.48 -17.9%
456 ACN ACCENTURE PLC IRELAND Technology 84,324.0 $10.5M 0.04% +25K +41.0% $124.44 +45.7%
457 BCAX BICARA THERAPEUTICS INC Healthcare 353,226.0 $10.5M 0.04% +245K +227.0% $29.69 -17.9%
458 AM ANTERO MIDSTREAM CORP Energy 459,598.0 $10.5M 0.04% +446K +3202.7% $22.75 -2.1%
459 TGTX TG THERAPEUTICS INC Healthcare 190,302.0 $10.5M 0.04% +188K +9330.2% $54.94 -8.0%
460 TXN PUT TEXAS INSTRS INC Technology 35,000.0 $10.4M 0.04% -9K -19.7% $298.07 -10.9%
Page 23 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%