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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 30 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ADBE CALL ADOBE INC Technology 38,700.0 $7.9M 0.03% +4K +9.9% $205.02 +34.3%
582 IRM IRON MTN INC DEL Real Estate 62,613.0 $7.9M 0.03% -57K -47.8% $126.31 -3.4%
583 UPS CALL UNITED PARCEL SVCS INC Industrials 73,200.0 $7.9M 0.03% -94K -56.3% $107.50 -5.1%
584 CRC CALIFORNIA RES CORP Energy 148,776.0 $7.9M 0.03% NEW $52.87 +0.7%
585 FDX PUT FEDEX CORP Industrials 25,100.0 $7.9M 0.03% +11K +80.6% $313.13 +3.8%
586 ROKU PUT ROKU INC Communication Services 56,800.0 $7.8M 0.03% -8K -11.8% $138.14 +14.0%
587 WCN WASTE CONNECTIONS INC Industrials 47,000.0 $7.8M 0.03% NEW $166.69 +1.6%
588 NKE PUT NIKE INC Consumer Cyclical 190,200.0 $7.8M 0.03% +5K +2.6% $41.05 -0.7%
589 BA CALL BOEING CO Industrials 35,900.0 $7.8M 0.03% -1K -3.8% $216.47 -1.0%
590 GEV PUT GE VERNOVA INC Utilities 6,600.0 $7.8M 0.03% +200.0 +3.1% $1174.86 -18.6%
591 PUT FORTINET INC 50,200.0 $7.7M 0.03% +2K +5.0% $153.62
592 NFLX CALL NETFLIX INC. Communication Services 107,700.0 $7.7M 0.03% -1K -1.3% $71.40 +11.5%
593 LULU LULULEMON ATHLETICA INC Consumer Cyclical 67,299.0 $7.7M 0.03% -3K -4.8% $114.18 +6.0%
594 UPS PUT UNITED PARCEL SVCS INC Industrials 71,100.0 $7.6M 0.03% +9K +14.5% $107.50 -5.1%
595 AZN PUT ASTRAZENECA PLC Healthcare 40,300.0 $7.6M 0.03% +6K +16.8% $189.62 -12.5%
596 F PUT FORD MTR CO Consumer Cyclical 549,500.0 $7.6M 0.03% +423K +334.0% $13.90 +3.7%
597 CRM CALL SALESFORCE INC Technology 48,700.0 $7.6M 0.03% -29K -37.4% $156.66 +33.5%
598 WULF PUT TERAWULF INC Financial Services 308,200.0 $7.6M 0.03% +184K +149.2% $24.70 -36.7%
599 CSX PUT CSX CORP Industrials 159,800.0 $7.6M 0.03% +130K +430.9% $47.53 +8.5%
600 PAYX CALL PAYCHEX INC Industrials 77,000.0 $7.6M 0.03% +59K +323.1% $98.33 +26.6%
Page 30 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%