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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 51 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 65,900.0 $3.8M 0.01% +12K +22.5% $57.62 +16.3%
1002 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 45,055.0 $3.8M 0.01% +35K +342.8% $84.21 -11.4%
1003 NEWAMSTERDAM PHARMA COMPANY 111,819.0 $3.8M 0.01% +53K +91.4% $33.89
1004 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 61,300.0 $3.8M 0.01% +23K +59.2% $61.76 -9.0%
1005 TDG TRANSDIGM GROUP INC Industrials 2,835.0 $3.8M 0.01% NEW $1332.04 -9.9%
1006 JOBY JOBY AVIATION INC Industrials 422,500.0 $3.8M 0.01% -285K -40.3% $8.92 -15.6%
1007 FIX PUT COMFORT SYS USA INC Industrials 1,900.0 $3.8M 0.01% +1K +280.0% $1981.95 -16.5%
1008 KMI CALL KINDER MORGAN INC DEL Energy 117,600.0 $3.8M 0.01% +84K +252.1% $31.97 -3.1%
1009 CSGP COSTAR GROUP INC Real Estate 132,625.0 $3.8M 0.01% -404K -75.3% $28.32 +13.9%
1010 GKOS GLAUKOS CORP Healthcare 26,835.0 $3.8M 0.01% NEW $139.76 +32.3%
1011 WORKIVA INC 4,000,000.0 $3.7M 0.01% -4.5M -52.7% $0.94
1012 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 43,000.0 $3.7M 0.01% -44K -50.6% $87.04 +7.8%
1013 NI NISOURCE INC Utilities 78,657.0 $3.7M 0.01% +79K +10000.0% $47.55 -14.6%
1014 SAN PUT BANCO SANTANDER SA Financial Services 270,300.0 $3.7M 0.01% -122K -31.2% $13.80 +5.7%
1015 LYFT PUT LYFT INC Technology 255,200.0 $3.7M 0.01% +90K +54.6% $14.61 +19.6%
1016 PBR PUT PETROLEO BRASILEIRO S A Energy 230,700.0 $3.7M 0.01% +161K +231.5% $16.16 +18.5%
1017 PUT BLOCK INC 49,000.0 $3.7M 0.01% +18K +55.6% $76.00
1018 LNT ALLIANT ENERGY CORP Utilities 48,692.0 $3.7M 0.01% +49K +10000.0% $76.29 -11.0%
1019 USB CALL US BANCORP Financial Services 61,500.0 $3.7M 0.01% +2K +2.5% $60.40 +2.7%
1020 NTAP CALL NETAPP INC Technology 24,000.0 $3.7M 0.01% +16K +211.7% $154.76 +24.2%
Page 51 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%