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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 33 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PHVS PHARVARIS N V Healthcare 200,419.0 $6.9M 0.03% NEW $34.58 +4.9%
642 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 116,750.0 $6.9M 0.03% -711K -85.9% $59.36 -8.6%
643 REAL THE REALREAL INC Consumer Cyclical 587,699.0 $6.9M 0.03% +497K +546.9% $11.79 -5.7%
644 FLAGSTAR BANK NATIONAL ASSOC 463,686.0 $6.9M 0.03% +463K +10000.0% $14.94
645 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 63,100.0 $6.9M 0.03% -100K -61.4% $109.77 -0.4%
646 GSHD GOOSEHEAD INS INC Financial Services 142,749.0 $6.9M 0.03% +129K +911.8% $48.50 +49.5%
647 SIX FLAGS ENTERTAINMENT CORP 324,681.0 $6.9M 0.03% +192K +145.0% $21.30
648 CMPS COMPASS PATHWAYS PLC Healthcare 487,165.0 $6.9M 0.03% +125K +34.5% $14.15 -5.8%
649 COP PUT CONOCOPHILLIPS Energy 66,200.0 $6.9M 0.03% -153K -69.8% $103.96 +29.7%
650 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 80,123.0 $6.9M 0.03% NEW $85.81 -15.3%
651 MO PUT ALTRIA GROUP INC Consumer Defensive 95,500.0 $6.9M 0.03% +79K +471.9% $71.95 -8.1%
652 MDT PUT MEDTRONIC PLC Healthcare 87,500.0 $6.8M 0.02% +74K +567.9% $78.23 +19.3%
653 EQT PUT EQT CORP Energy 128,700.0 $6.8M 0.02% +95K +284.2% $53.17 +1.0%
654 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 260,033.0 $6.8M 0.02% +210K +415.3% $26.22 -4.3%
655 ALLO ALLOGENE THERAPEUTICS INC Healthcare 3,268,012.0 $6.8M 0.02% NEW $2.08 +0.5%
656 VOYA VOYA FINANCIAL INC Financial Services 75,032.0 $6.8M 0.02% NEW $90.53 +8.0%
657 SNEX STONEX GROUP INC Financial Services 57,186.0 $6.8M 0.02% NEW $118.50 -42.2%
658 ABNB PUT AIRBNB INC Consumer Cyclical 47,200.0 $6.8M 0.02% -12K -20.3% $143.10 +30.9%
659 CVS CALL CVS HEALTH CORP Healthcare 65,200.0 $6.7M 0.02% -75K -53.5% $103.45 -10.1%
660 HUT 8 CORP 58,270.0 $6.7M 0.02% -57K -49.5% $115.44
Page 33 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%