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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 26 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TT TRANE TECHNOLOGIES PLC Industrials 19,205.0 $9.4M 0.03% +7K +54.3% $491.16 -8.2%
502 WBD WARNER BROS DISCOVERY INC Communication Services 353,412.0 $9.4M 0.03% +104K +41.6% $26.66 +5.9%
503 WDC WESTERN DIGITAL CORP Technology 14,732.0 $9.4M 0.03% -34K -70.0% $638.72 -26.6%
504 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 80,600.0 $9.4M 0.03% +16K +25.4% $116.67 +49.1%
505 ROKU ROKU INC Communication Services 67,916.0 $9.4M 0.03% -294K -81.2% $138.14 +13.7%
506 DHR PUT DANAHER CORP DEL Healthcare 49,200.0 $9.4M 0.03% +38K +347.3% $190.48 +13.4%
507 LLY PUT ELI LILLY & CO Healthcare 7,800.0 $9.4M 0.03% -1K -11.4% $1199.43 +3.7%
508 PTRN PATTERN GROUP INC Technology 370,676.0 $9.3M 0.03% +322K +656.8% $25.19 -20.4%
509 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 220,100.0 $9.3M 0.03% +36K +19.3% $42.34 +16.2%
510 NVO NOVO-NORDISK A S Healthcare 194,159.0 $9.3M 0.03% -384K -66.4% $47.94 -3.8%
511 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 365,800.0 $9.2M 0.03% +229K +168.2% $25.26 -0.9%
512 PYPL PUT PAYPAL HLDGS INC Financial Services 213,200.0 $9.2M 0.03% +29K +15.6% $43.18 +44.3%
513 VSH VISHAY INTERTECHNOLOGY INC Technology 170,327.0 $9.2M 0.03% +41K +31.5% $53.78 -40.8%
514 TD CALL TORONTO DOMINION BK ONT Financial Services 75,000.0 $9.1M 0.03% -38K -33.6% $121.43 -3.8%
515 UNH CALL UNITEDHEALTH GROUP INC Healthcare 21,900.0 $9.1M 0.03% -600.0 -2.7% $415.63 -7.4%
516 SNDK PUT SANDISK CORP Technology 4,000.0 $9.1M 0.03% -4K -47.4% $2273.73 -29.6%
517 CHD CHURCH & DWIGHT CO INC Consumer Defensive 93,673.0 $9.1M 0.03% +88K +1677.8% $96.88 +0.5%
518 UNH PUT UNITEDHEALTH GROUP INC Healthcare 21,800.0 $9.1M 0.03% -53K -70.8% $415.63 -7.4%
519 LII LENNOX INTL INC Industrials 15,814.0 $9.1M 0.03% +15K +2513.9% $572.95 -29.1%
520 BUNGE GLOBAL SA 84,858.0 $9.1M 0.03% +46K +116.5% $106.73
Page 26 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%