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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 50 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IREN CALL IREN LIMITED Financial Services 84,700.0 $3.9M 0.01% +17K +24.6% $45.73 -8.4%
982 SU CALL SUNCOR ENERGY INC NEW Energy 72,100.0 $3.9M 0.01% +11K +18.4% $53.68 +27.5%
983 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 114,200.0 $3.9M 0.01% +55K +91.6% $33.88 +10.2%
984 PINS PINTEREST INC Communication Services 183,469.0 $3.9M 0.01% -727K -79.8% $21.03 +11.3%
985 AFRM CALL AFFIRM HLDGS INC Technology 47,300.0 $3.9M 0.01% -6K -11.3% $81.55 -5.5%
986 BWXT BWX TECHNOLOGIES INC Industrials 19,798.0 $3.9M 0.01% -3K -14.6% $194.65 -19.5%
987 TEM PUT TEMPUS AI INC Healthcare 66,500.0 $3.9M 0.01% -16K -19.0% $57.93 +25.5%
988 DVA PUT DAVITA INC Healthcare 17,300.0 $3.8M 0.01% +700.0 +4.2% $222.48 -21.9%
989 KHC PUT KRAFT HEINZ CO Consumer Defensive 162,800.0 $3.8M 0.01% +45K +38.2% $23.62 +8.3%
990 CTAS CALL CINTAS CORP Industrials 22,600.0 $3.8M 0.01% +17K +326.4% $170.08 +19.8%
991 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 27,600.0 $3.8M 0.01% -10K -26.6% $139.09 -2.5%
992 SMCI CALL SUPER MICRO COMPUTER INC Technology 130,800.0 $3.8M 0.01% +29K +28.2% $29.33 +27.0%
993 WULF CALL TERAWULF INC Financial Services 155,300.0 $3.8M 0.01% -62K -28.6% $24.70 -36.7%
994 CHEESECAKE FACTORY INC 3,000,000.0 $3.8M 0.01% NEW $1.27
995 JANUS LIVING INC 133,045.0 $3.8M 0.01% $28.74
996 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 112,400.0 $3.8M 0.01% +76K +205.4% $34.00 +8.5%
997 PCOR PROCORE TECHNOLOGIES INC Technology 94,075.0 $3.8M 0.01% -51K -35.1% $40.62 +56.3%
998 MAZE MAZE THERAPEUTICS INC Healthcare 128,006.0 $3.8M 0.01% +100K +358.1% $29.84 -1.4%
999 USB PUT US BANCORP Financial Services 63,200.0 $3.8M 0.01% +33K +112.1% $60.40 +2.7%
1000 PLTR PALANTIR TECHNOLOGIES INC Technology 32,651.0 $3.8M 0.01% +27K +479.9% $116.67 +54.2%
Page 50 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%