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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 73 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BHP BHP BILLITON LIMITED Basic Materials 26,210.0 $2.2M 0.01% +2K +10.2% $83.31 +16.6%
1442 NTAP PUT NETAPP INC Technology 14,100.0 $2.2M 0.01% NEW $154.76 +20.7%
1443 TJX PUT TJX COS INC NEW Consumer Cyclical 14,400.0 $2.2M 0.01% -3K -17.7% $151.50 -7.1%
1444 SYK PUT STRYKER CORPORATION Healthcare 6,900.0 $2.2M 0.01% +4K +176.0% $314.84 +4.1%
1445 MTSI PUT MACOM TECH SOLUTIONS HLDGS I Technology 5,700.0 $2.2M 0.01% -900.0 -13.6% $380.37 -32.3%
1446 CHURCHILL CAP CORP XII 200,000.0 $2.2M 0.01% NEW $10.80
1447 LH PUT LABCORP HOLDINGS INC Healthcare 7,700.0 $2.2M 0.01% NEW $280.00 +21.2%
1448 HYG CALL ISHARES TR 26,900.0 $2.2M 0.01% $79.97 -0.3%
1449 D CALL DOMINION ENERGY INC Utilities 31,500.0 $2.2M 0.01% -37K -54.0% $68.29 -2.5%
1450 HSBC CALL HSBC HLDGS PLC Financial Services 22,600.0 $2.1M 0.01% +4K +22.8% $95.09 +9.5%
1451 MOH MOLINA HEALTHCARE INC Healthcare 9,372.0 $2.1M 0.01% -194K -95.4% $228.70 -13.2%
1452 LMND CALL LEMONADE INC Financial Services 32,900.0 $2.1M 0.01% +26K +376.8% $65.05 -17.2%
1453 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 5,700.0 $2.1M 0.01% -9K -60.1% $375.32 -15.8%
1454 CDNS PUT CADENCE DESIGN SYSTEM INC Technology 5,700.0 $2.1M 0.01% -2K -27.9% $375.32 -15.8%
1455 BNS PUT BANK NOVA SCOTIA B C Financial Services 24,600.0 $2.1M 0.01% +21K +530.8% $86.84 +0.0%
1456 ONB OLD NATL BANCORP IND Financial Services 82,401.0 $2.1M 0.01% NEW $25.90 -0.5%
1457 CELH CALL CELSIUS HLDGS INC Consumer Defensive 72,800.0 $2.1M 0.01% +26K +55.2% $29.28 +19.6%
1458 CAR AVIS BUDGET GROUP INC Industrials 14,395.0 $2.1M 0.01% +14K +10000.0% $147.83 -0.6%
1459 ING CALL ING GROEP N.V. Financial Services 67,800.0 $2.1M 0.01% +54K +384.3% $31.38 +11.6%
1460 CENX CENTURY ALUM CO Basic Materials 46,202.0 $2.1M 0.01% +7K +18.6% $46.01 -5.1%
Page 73 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%