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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 54 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MEC MAYVILLE ENGR CO INC Industrials 93,444.0 $3.5M 0.01% NEW $37.46 -42.0%
1062 CI THE CIGNA GROUP Healthcare 12,693.0 $3.5M 0.01% -63K -83.1% $275.68 +0.7%
1063 ROIV ROIVANT SCIENCES LTD Healthcare 98,733.0 $3.5M 0.01% -55K -35.9% $35.39 +2.6%
1064 SENEA SENECA FOODS CORP NEW Consumer Defensive 20,075.0 $3.5M 0.01% NEW $173.94 +11.6%
1065 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 91,400.0 $3.5M 0.01% -10K -10.0% $38.10 +8.9%
1066 LZ LEGALZOOM COM INC Industrials 567,599.0 $3.5M 0.01% +214K +60.3% $6.13 -4.8%
1067 EQT EQT CORP Energy 65,247.0 $3.5M 0.01% -73K -52.9% $53.17 +1.0%
1068 PPG PPG INDS INC Basic Materials 28,588.0 $3.5M 0.01% +8K +39.3% $121.29 -6.3%
1069 UBS CALL UBS GROUP AG Financial Services 69,900.0 $3.5M 0.01% -35K -33.4% $49.56 +7.5%
1070 CALL IQVIA HLDGS INC 17,900.0 $3.5M 0.01% +10K +123.8% $193.22
1071 UPSTREAM BIO INC 498,490.0 $3.4M 0.01% NEW $6.92
1072 B BARRICK MNG CORP Basic Materials 93,871.0 $3.4M 0.01% -111K -54.2% $36.73 +29.6%
1073 GE PUT GE AEROSPACE Industrials 9,200.0 $3.4M 0.01% +2K +33.3% $373.73 -6.8%
1074 VVX V2X INC Industrials 46,094.0 $3.4M 0.01% +11K +29.5% $74.56 +5.3%
1075 MAS MASCO CORP Industrials 42,214.0 $3.4M 0.01% +41K +3765.8% $81.37 -9.9%
1076 RTX PUT RTX CORPORATION Industrials 18,100.0 $3.4M 0.01% -4K -17.0% $189.73 +10.6%
1077 HALO HALOZYME THERAPEUTICS INC Healthcare 43,871.0 $3.4M 0.01% -9K -17.8% $78.27 +38.2%
1078 AVALO THERAPEUTICS INC 185,613.0 $3.4M 0.01% NEW $18.48
1079 KLIC PUT KULICKE & SOFFA INDS INC Technology 25,600.0 $3.4M 0.01% +21K +444.7% $133.76 -35.9%
1080 OKLO CALL OKLO INC Utilities 65,400.0 $3.4M 0.01% -21K -24.1% $52.33 -19.6%
Page 54 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%