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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 31 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CAI CARIS LIFE SCIENCES INC Healthcare 424,407.0 $7.6M 0.03% NEW $17.82 +46.6%
602 HPQ CALL HP INC Technology 342,800.0 $7.5M 0.03% +97K +39.4% $21.94 +35.7%
603 NTR CALL NUTRIEN LTD Basic Materials 119,300.0 $7.5M 0.03% +54K +81.3% $62.95 +19.2%
604 XOP SPDR SERIES TRUST 48,518.0 $7.5M 0.03% NEW $154.26 +22.7%
605 CVNA CALL CARVANA CO Consumer Cyclical 113,300.0 $7.5M 0.03% +103K +968.9% $65.82 +6.1%
606 DRAFTKINGS INC NEW 8,000,000.0 $7.5M 0.03% -3.5M -30.4% $0.93
607 ITW ILLINOIS TOOL WKS INC Industrials 27,488.0 $7.4M 0.03% NEW $270.47 +4.6%
608 IOT CALL SAMSARA INC Technology 228,400.0 $7.4M 0.03% +151K +195.1% $32.43 +21.5%
609 INTEGER HLDGS CORP 7,625,000.0 $7.4M 0.03% $0.97
610 SOFI SOFI TECHNOLOGIES INC Financial Services 411,566.0 $7.4M 0.03% +154K +59.7% $17.93 +5.5%
611 HD PUT HOME DEPOT INC Consumer Cyclical 20,900.0 $7.4M 0.03% +15K +231.8% $352.68 -4.8%
612 MCHP MICROCHIP TECHNOLOGY INC. Technology 80,700.0 $7.4M 0.03% +39K +94.0% $91.20 -16.9%
613 ADBE PUT ADOBE INC Technology 35,800.0 $7.3M 0.03% +2K +7.2% $205.02 +33.3%
614 IONQ CALL IONQ INC Technology 137,600.0 $7.3M 0.03% +45K +48.4% $53.26 -16.4%
615 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 137,128.0 $7.3M 0.03% +125K +1075.2% $53.30 +7.7%
616 COLB COLUMBIA BKG SYS INC Financial Services 227,955.0 $7.3M 0.03% +208K +1015.7% $32.05 -3.7%
617 TD PUT TORONTO DOMINION BK ONT Financial Services 60,100.0 $7.3M 0.03% -26K -30.6% $121.43 -3.3%
618 APH CALL AMPHENOL CORP Technology 41,300.0 $7.3M 0.03% -2K -3.5% $176.32 -10.7%
619 KRE SPDR SERIES TRUST 97,164.0 $7.3M 0.03% +8K +8.9% $74.85 +0.1%
620 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,568,959.0 $7.2M 0.03% +1.6M +10000.0% $4.62 -23.9%
Page 31 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%