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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 67 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 RACE PUT FERRARI N V Consumer Cyclical 6,800.0 $2.5M 0.01% +1K +19.3% $372.29 +13.8%
1322 AEP PUT AMERICAN ELEC PWR CO INC Utilities 18,500.0 $2.5M 0.01% +7K +66.7% $136.81 -10.8%
1323 STN STANTEC INC Industrials 36,720.0 $2.5M 0.01% +21K +127.6% $68.91 +7.1%
1324 HYCROFT MINING HOLDING CORP 107,953.0 $2.5M 0.01% +103K +2063.4% $23.40
1325 COHR PUT COHERENT CORP Technology 6,400.0 $2.5M 0.01% -18K -74.3% $394.47 -29.2%
1326 YETI YETI HLDGS INC Consumer Cyclical 50,844.0 $2.5M 0.01% +48K +1533.3% $49.56 -13.0%
1327 NCLH PUT NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 119,200.0 $2.5M 0.01% +33K +38.6% $21.11 -18.2%
1328 FND CALL FLOOR & DECOR HLDGS INC Consumer Cyclical 42,300.0 $2.5M 0.01% -16K -27.2% $59.36 -8.2%
1329 MSI MOTOROLA SOLUTIONS INC Technology 6,043.0 $2.5M 0.01% +6K +1251.9% $415.29 +15.9%
1330 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 64,782.0 $2.5M 0.01% +64K +6320.4% $38.73 +60.1%
1331 VALE CALL VALE S A Basic Materials 166,700.0 $2.5M 0.01% -24K -12.6% $15.04 -0.5%
1332 WAL CALL WESTERN ALLIANCE BANCORP Financial Services 30,500.0 $2.5M 0.01% +27K +824.2% $82.20 -4.2%
1333 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 71,993.0 $2.5M 0.01% -69K -48.9% $34.73 +15.7%
1334 OC OWENS CORNING NEW Industrials 15,706.0 $2.5M 0.01% -49K -75.7% $158.96 -7.4%
1335 NUE CALL NUCOR CORP Basic Materials 11,200.0 $2.5M 0.01% -900.0 -7.4% $222.75 +9.6%
1336 STLA PUT STELLANTIS N.V Consumer Cyclical 434,300.0 $2.5M 0.01% +230K +112.1% $5.74 -9.0%
1337 XPEV PUT XPENG INC Consumer Cyclical 188,100.0 $2.5M 0.01% +44K +30.7% $13.24 -15.7%
1338 PNC PUT PNC FINL SVCS GROUP INC Financial Services 10,100.0 $2.5M 0.01% -5K -34.0% $246.22 -1.0%
1339 LUV PUT SOUTHWEST AIRLS CO Industrials 48,200.0 $2.5M 0.01% -600.0 -1.2% $51.42 -20.9%
1340 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 9,500.0 $2.5M 0.01% +1K +14.5% $260.64 -18.0%
Page 67 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%