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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 53 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 UBER TECHNOLOGIES INC 3,000,000.0 $3.6M 0.01% $1.20
1042 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 11,300.0 $3.6M 0.01% -2K -17.5% $317.53 -8.0%
1043 WWD WOODWARD INC Industrials 8,420.0 $3.6M 0.01% -43K -83.7% $425.44 -19.3%
1044 COIN PUT COINBASE GLOBAL INC Financial Services 24,400.0 $3.6M 0.01% -4K -15.6% $146.19 +27.6%
1045 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 38,900.0 $3.6M 0.01% -23K -37.6% $91.68 -0.7%
1046 UMC CALL UNITED MICROELECTRONICS CORP Technology 131,000.0 $3.6M 0.01% -22K -14.3% $27.21 -32.6%
1047 BLDR BUILDERS FIRSTSOURCE INC Industrials 39,793.0 $3.6M 0.01% NEW $89.48 -21.5%
1048 WNC WABASH NATL CORP Industrials 263,500.0 $3.6M 0.01% NEW $13.50 -11.0%
1049 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 45,610.0 $3.6M 0.01% +37K +429.2% $77.87 -8.1%
1050 ANET PUT ARISTA NETWORKS INC Technology 20,900.0 $3.6M 0.01% -11K -35.3% $169.88 +11.0%
1051 ZION CALL ZIONS BANCORPORATION NATL AS Financial Services 51,300.0 $3.5M 0.01% +48K +1503.1% $69.19 -1.5%
1052 CNC PUT CENTENE CORP DEL Healthcare 55,100.0 $3.5M 0.01% +29K +113.6% $64.19 +1.3%
1053 CMG PUT CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 104,000.0 $3.5M 0.01% +76K +268.8% $34.00 +8.5%
1054 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 89,100.0 $3.5M 0.01% -78K -46.8% $39.50 +30.1%
1055 ROG ROGERS CORP Technology 21,494.0 $3.5M 0.01% NEW $163.73 -22.7%
1056 DDOG CALL DATADOG INC Technology 13,500.0 $3.5M 0.01% -22K -62.4% $260.36 -9.5%
1057 APH PUT AMPHENOL CORP Technology 19,900.0 $3.5M 0.01% -16K -45.3% $176.32 -11.0%
1058 FRVO FERVO ENERGY CO 119,980.0 $3.5M 0.01% NEW $29.23 -42.1%
1059 VICR VICOR CORP Technology 9,222.0 $3.5M 0.01% NEW $379.78 -47.2%
1060 FLEX CALL FLEX LTD Technology 21,600.0 $3.5M 0.01% -27K -55.9% $162.07 -31.9%
Page 53 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%