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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 80 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 20,100.0 $1.9M 0.01% -12K -37.2% $92.09 -1.5%
1582 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 6,800.0 $1.8M 0.01% -18K -72.1% $271.95 -18.1%
1583 AA ALCOA CORP Basic Materials 35,385.0 $1.8M 0.01% -103K -74.5% $52.14 -5.3%
1584 IVZ CALL INVESCO LTD Financial Services 69,900.0 $1.8M 0.01% -14K -16.6% $26.39 +23.0%
1585 SENS SENSEONICS HLDGS INC Healthcare 324,264.0 $1.8M 0.01% NEW $5.68 +65.1%
1586 NI CALL NISOURCE INC Utilities 38,700.0 $1.8M 0.01% +20K +109.2% $47.55 -14.1%
1587 TRP PUT TC ENERGY CORP Energy 27,700.0 $1.8M 0.01% +10K +53.0% $66.29 -6.4%
1588 SAP CALL SAP SE Technology 11,900.0 $1.8M 0.01% -9K -42.0% $154.11 +41.9%
1589 TTMI CALL TTM TECHNOLOGIES INC Technology 9,800.0 $1.8M 0.01% +4K +63.3% $187.02 -42.7%
1590 UNP UNION PAC CORP Industrials 6,720.0 $1.8M 0.01% -23K -77.5% $272.00 +13.9%
1591 SAP SAP SE Technology 11,830.0 $1.8M 0.01% -9K -43.5% $154.11 +41.9%
1592 PSTG CALL EVERPURE INC 23,100.0 $1.8M 0.01% -500.0 -2.1% $78.79
1593 GDX VANECK ETF TRUST 24,115.0 $1.8M 0.01% -3K -11.3% $75.45 +37.2%
1594 GEN CALL GEN DIGITAL INC Technology 73,100.0 $1.8M 0.01% -44K -37.4% $24.89 +17.0%
1595 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,500.0 $1.8M 0.01% +2K +77.4% $330.46 -0.1%
1596 IVZ INVESCO LTD Financial Services 68,856.0 $1.8M 0.01% +64K +1205.3% $26.39 +23.0%
1597 TOST PUT TOAST INC Technology 65,300.0 $1.8M 0.01% +41K +173.2% $27.82 +32.0%
1598 ALK CALL ALASKA AIR GROUP INC Industrials 34,800.0 $1.8M 0.01% -42K -54.5% $52.20 -20.4%
1599 BDX CALL BECTON DICKINSON & CO Healthcare 12,000.0 $1.8M 0.01% +10K +445.4% $151.33 +26.0%
1600 AER AERCAP HOLDINGS NV Industrials 12,438.0 $1.8M 0.01% +8K +188.1% $145.78 +1.2%
Page 80 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%