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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 72 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FANG CALL DIAMONDBACK ENERGY INC Energy 12,700.0 $2.2M 0.01% +7K +111.7% $175.78 +17.0%
1422 CTAS PUT CINTAS CORP Industrials 13,100.0 $2.2M 0.01% +10K +263.9% $170.08 +21.9%
1423 TER CALL TERADYNE INC Technology 4,600.0 $2.2M 0.01% -14K -75.7% $483.84 -24.6%
1424 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 111,745.0 $2.2M 0.01% NEW $19.89 +10.4%
1425 PATH CALL UIPATH INC Technology 203,900.0 $2.2M 0.01% -172K -45.7% $10.87 +52.4%
1426 ADM PUT ARCHER DANIELS MIDLAND CO Consumer Defensive 29,000.0 $2.2M 0.01% +2K +6.2% $76.40 +2.3%
1427 NU CALL NU HLDGS LTD Financial Services 165,300.0 $2.2M 0.01% +108K +190.5% $13.36 +10.5%
1428 LEN PUT LENNAR CORP Consumer Cyclical 24,400.0 $2.2M 0.01% +12K +96.8% $90.49 -2.6%
1429 GM GENERAL MTRS CO Consumer Cyclical 28,599.0 $2.2M 0.01% +28K +10000.0% $77.08 +12.8%
1430 IONS CALL IONIS PHARMACEUTICALS INC Healthcare 27,800.0 $2.2M 0.01% +10K +59.8% $79.29 -21.8%
1431 TVTX TRAVERE THERAPEUTICS INC Healthcare 38,762.0 $2.2M 0.01% +38K +9542.3% $56.81 +14.8%
1432 VEEV VEEVA SYS INC Healthcare 12,404.0 $2.2M 0.01% -22K -63.8% $177.47 +40.0%
1433 SAN CALL BANCO SANTANDER SA Financial Services 159,400.0 $2.2M 0.01% -254K -61.4% $13.80 +6.7%
1434 TEL PUT TE CONNECTIVITY PLC Technology 10,900.0 $2.2M 0.01% +10K +1457.1% $201.61 +0.4%
1435 SNY PUT SANOFI SA Healthcare 51,500.0 $2.2M 0.01% +22K +77.6% $42.66 +7.1%
1436 VSH CALL VISHAY INTERTECHNOLOGY INC Technology 40,800.0 $2.2M 0.01% -2K -5.1% $53.78 -43.4%
1437 PDD PDD HOLDINGS INC Consumer Cyclical 28,726.0 $2.2M 0.01% -24K -45.3% $76.28 +14.1%
1438 DPZ CALL DOMINOS PIZZA INC Consumer Cyclical 7,400.0 $2.2M 0.01% +6K +428.6% $296.04 +17.9%
1439 KGC PUT KINROSS GOLD CORP Basic Materials 92,700.0 $2.2M 0.01% -164K -63.8% $23.62 +39.6%
1440 KYTX KYVERNA THERAPEUTICS INC Healthcare 245,587.0 $2.2M 0.01% +207K +543.0% $8.91 -7.5%
Page 72 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%