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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 71 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 RCAT PUT RED CAT HLDGS INC Technology 215,000.0 $2.3M 0.01% +72K +50.1% $10.65 -16.2%
1402 BK PUT BANK OF NY MELLON CORP Financial Services 15,800.0 $2.3M 0.01% -12K -43.8% $144.61 -1.9%
1403 DE PUT DEERE & CO Industrials 3,600.0 $2.3M 0.01% +700.0 +24.1% $634.33 +2.3%
1404 OCTAVE INTELLIGENCE PLC 140,000.0 $2.3M 0.01% NEW $16.30
1405 DVN PUT DEVON ENERGY CORP NEW Energy 55,200.0 $2.3M 0.01% -102K -64.9% $41.32 +16.7%
1406 OTIS CALL OTIS WORLDWIDE CORP Industrials 31,700.0 $2.3M 0.01% -3K -9.4% $71.60 +0.8%
1407 APLD CALL APPLIED DIGITAL CORP Technology 60,700.0 $2.3M 0.01% -56K -48.1% $37.30 -27.9%
1408 HSY PUT HERSHEY CO Consumer Defensive 12,900.0 $2.3M 0.01% +5K +72.0% $175.45 +8.3%
1409 FDS CALL FACTSET RESH SYS INC Financial Services 9,800.0 $2.3M 0.01% +5K +117.8% $230.08 +32.7%
1410 COMP COMPASS INC Technology 182,621.0 $2.3M 0.01% -59K -24.5% $12.33 -6.3%
1411 CTSH CALL COGNIZANT TECHNOLOGY SOLUTIO Technology 58,100.0 $2.3M 0.01% +30K +110.5% $38.73 +60.6%
1412 TWLO CALL TWILIO INC Communication Services 10,900.0 $2.2M 0.01% -3K -20.4% $206.33 +7.9%
1413 TWLO PUT TWILIO INC Communication Services 10,900.0 $2.2M 0.01% -3K -20.4% $206.33 +7.9%
1414 CNC CALL CENTENE CORP DEL Healthcare 35,000.0 $2.2M 0.01% +16K +80.4% $64.19 +2.2%
1415 ZS CALL ZSCALER INC Technology 15,900.0 $2.2M 0.01% -18K -53.5% $141.15 +24.7%
1416 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 5,800.0 $2.2M 0.01% +2K +48.7% $386.73 +4.1%
1417 SPGI PUT S&P GLOBAL INC Financial Services 5,500.0 $2.2M 0.01% +3K +103.7% $407.26 +6.9%
1418 LUNR PUT INTUITIVE MACHINES INC Industrials 104,600.0 $2.2M 0.01% +50K +91.2% $21.39 -22.1%
1419 CLX PUT CLOROX CO DEL Consumer Defensive 23,400.0 $2.2M 0.01% -8K -25.0% $95.44 +12.3%
1420 BX BLACKSTONE INC Financial Services 18,973.0 $2.2M 0.01% -41K -68.5% $117.67 +22.1%
Page 71 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%