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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 62 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MDB CALL MONGODB INC Technology 8,500.0 $2.9M 0.01% -7K -45.9% $335.90 +28.3%
1222 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,737.0 $2.9M 0.01% -9K -47.4% $293.18 +4.1%
1223 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 18,400.0 $2.9M 0.01% -21K -53.8% $155.13 +39.3%
1224 MTSI CALL MACOM TECH SOLUTIONS HLDGS I Technology 7,500.0 $2.9M 0.01% +200.0 +2.7% $380.37 -29.9%
1225 TRV PUT TRAVELERS COMPANIES INC Financial Services 8,600.0 $2.8M 0.01% +4K +91.1% $330.12 +10.1%
1226 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 15,500.0 $2.8M 0.01% -4K -19.7% $183.11 -0.7%
1227 PEGA PEGASYSTEMS INC Technology 94,696.0 $2.8M 0.01% +89K +1440.3% $29.97 +12.0%
1228 WOLF CALL WOLFSPEED INC Technology 58,700.0 $2.8M 0.01% NEW $48.25 -46.6%
1229 MOS PUT MOSAIC CO Basic Materials 133,200.0 $2.8M 0.01% +60K +83.2% $21.19 +15.2%
1230 DB PUT DEUTSCHE BK AG Financial Services 83,600.0 $2.8M 0.01% +67K +406.7% $33.76 +12.0%
1231 MC MOELIS & CO Financial Services 43,138.0 $2.8M 0.01% NEW $65.42 +4.4%
1232 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 12,600.0 $2.8M 0.01% -14K -52.5% $223.95 +25.4%
1233 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 95,400.0 $2.8M 0.01% -65K -40.5% $29.54 -2.9%
1234 RKLB PUT ROCKET LAB CORP Industrials 27,700.0 $2.8M 0.01% -8K -21.5% $101.65 -28.6%
1235 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 126,200.0 $2.8M 0.01% -171K -57.6% $22.27 +7.5%
1236 TRMB CALL TRIMBLE INC Technology 54,900.0 $2.8M 0.01% +47K +569.5% $51.18 +17.7%
1237 SNPS SYNOPSYS INC Technology 6,281.0 $2.8M 0.01% -49K -88.7% $446.07 -10.8%
1238 GPN PUT GLOBAL PMTS INC Industrials 38,600.0 $2.8M 0.01% +22K +138.3% $72.56 +28.8%
1239 NTRA PUT NATERA INC Healthcare 10,300.0 $2.8M 0.01% -7K -39.8% $271.45 +22.3%
1240 EWBC EAST WEST BANCORP INC Financial Services 21,635.0 $2.8M 0.01% NEW $129.09 +0.7%
Page 62 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%