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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 61 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 GIII G III APPAREL GROUP LTD Consumer Cyclical 87,049.0 $2.9M 0.01% NEW $33.71 +0.2%
1202 BURL BURLINGTON STORES INC Consumer Cyclical 9,260.0 $2.9M 0.01% NEW $316.80 +3.1%
1203 STZ CONSTELLATION BRANDS INC Consumer Defensive 21,039.0 $2.9M 0.01% -83K -79.8% $139.09 -2.5%
1204 BBY CALL BEST BUY INC Consumer Cyclical 38,500.0 $2.9M 0.01% -900.0 -2.3% $75.88 +13.2%
1205 ROK PUT ROCKWELL AUTOMATION INC Industrials 5,900.0 $2.9M 0.01% -1K -18.1% $495.08 -11.7%
1206 BNTX BIONTECH SE Healthcare 31,313.0 $2.9M 0.01% +22K +245.4% $93.05 +25.3%
1207 LIN PUT LINDE PLC Basic Materials 5,600.0 $2.9M 0.01% +2K +40.0% $518.94 -6.0%
1208 VISN PUT VISTANCE NETWORKS INC Technology 227,100.0 $2.9M 0.01% -56K -19.9% $12.78 -12.3%
1209 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 46,300.0 $2.9M 0.01% +6K +14.9% $62.63 +40.5%
1210 GRMN CALL GARMIN LTD Technology 12,200.0 $2.9M 0.01% +10K +510.0% $237.54 +24.1%
1211 TEM TEMPUS AI INC Healthcare 49,922.0 $2.9M 0.01% -34K -40.8% $57.93 +25.5%
1212 TBLA TABOOLA.COM LTD Communication Services 578,003.0 $2.9M 0.01% NEW $5.00 -25.4%
1213 DG PUT DOLLAR GEN CORP Consumer Defensive 25,100.0 $2.9M 0.01% -35K -58.2% $115.11 +7.2%
1214 ANET CALL ARISTA NETWORKS INC Technology 17,000.0 $2.9M 0.01% -15K -46.7% $169.88 +11.0%
1215 XPEV CALL XPENG INC Consumer Cyclical 218,000.0 $2.9M 0.01% +162K +291.4% $13.24 -7.9%
1216 VSE CORP 50,000.0 $2.9M 0.01% -150K -75.0% $57.67
1217 ESAB ESAB CORPORATION Industrials 29,169.0 $2.9M 0.01% -1K -4.0% $98.63 -17.5%
1218 CHTR CHARTER COMMUNICATIONS INC Communication Services 20,152.0 $2.9M 0.01% NEW $142.21 +5.6%
1219 SNX PUT TD SYNNEX CORPORATION Technology 10,700.0 $2.9M 0.01% NEW $267.34 -6.4%
1220 CF CALL CF INDUSTRIES HOLD Basic Materials 26,400.0 $2.9M 0.01% -49K -65.0% $108.26 +19.8%
Page 61 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%