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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 49 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AR CALL ANTERO RESOURCES CORP Energy 112,900.0 $4.0M 0.01% +84K +296.1% $35.14 +8.0%
962 QSR CALL RESTAURANT BRANDS INTL INC Consumer Cyclical 54,700.0 $4.0M 0.01% +30K +123.3% $72.51 +11.5%
963 BCS PUT BARCLAYS PLC Financial Services 147,300.0 $4.0M 0.01% +58K +64.2% $26.86 -0.1%
964 JBT MAREL CORPORATION 27,265.0 $4.0M 0.01% -8K -21.7% $145.00
965 CRS CARPENTER TECHNOLOGY CORP Industrials 6,409.0 $4.0M 0.01% -18K -73.3% $616.84 -20.2%
966 DVN CALL DEVON ENERGY CORP NEW Energy 95,600.0 $4.0M 0.01% -15K -13.4% $41.32 +18.8%
967 ACVA ACV AUCTIONS INC Consumer Cyclical 548,404.0 $3.9M 0.01% -1.5M -73.4% $7.19 +3.3%
968 OWL CALL BLUE OWL CAPITAL INC Financial Services 449,800.0 $3.9M 0.01% -139K -23.6% $8.75 +33.4%
969 PUT HONEYWELL AEROSPACE INC 17,800.0 $3.9M 0.01% NEW $221.08
970 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 35,300.0 $3.9M 0.01% -47K -56.9% $111.31 +26.9%
971 SJM SMUCKER J M CO Consumer Defensive 34,846.0 $3.9M 0.01% +31K +897.9% $112.50 +10.5%
972 CB CALL CHUBB LIMITED Financial Services 11,500.0 $3.9M 0.01% -13K -52.3% $340.74 +0.1%
973 CIFR CALL CIPHER DIGITAL INC Financial Services 159,800.0 $3.9M 0.01% +5K +3.2% $24.50 -35.7%
974 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 86,700.0 $3.9M 0.01% -131K -60.1% $45.11 +18.5%
975 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 43,200.0 $3.9M 0.01% -6K -12.7% $90.46 -0.7%
976 IOT PUT SAMSARA INC Technology 120,500.0 $3.9M 0.01% +60K +99.8% $32.43 +23.2%
977 WMB CALL WILLIAMS COS INC Energy 52,500.0 $3.9M 0.01% -30K -36.1% $74.34 -5.2%
978 TFC CALL TRUIST FINL CORP Financial Services 78,100.0 $3.9M 0.01% +43K +121.9% $49.82 +1.2%
979 SO PUT SOUTHERN CO Utilities 40,600.0 $3.9M 0.01% +4K +10.6% $95.71 -7.1%
980 ACN CALL ACCENTURE PLC IRELAND Technology 31,200.0 $3.9M 0.01% -14K -30.5% $124.44 +48.9%
Page 49 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%