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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 82 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 55,638.0 $1.8M 0.01% NEW $31.80 +9.3%
1622 INCY CALL INCYTE CORP Healthcare 15,600.0 $1.8M 0.01% -6K -28.4% $113.36 +12.9%
1623 EOLS EVOLUS INC Healthcare 253,817.0 $1.8M 0.01% NEW $6.94 +26.5%
1624 CNH INDL N V 156,853.0 $1.8M 0.01% +43K +37.4% $11.23
1625 VOD PUT VODAFONE GROUP PLC Communication Services 132,900.0 $1.8M 0.01% +83K +165.3% $13.22 +20.8%
1626 TTAN CALL SERVICETITAN INC Technology 24,800.0 $1.8M 0.01% -200.0 -0.8% $70.71 +35.2%
1627 APP PUT APPLOVIN CORP Technology 3,400.0 $1.8M 0.01% -3K -45.2% $515.23 -42.0%
1628 ALC PUT ALCON AG Healthcare 26,100.0 $1.8M 0.01% +1K +4.0% $67.10 +9.8%
1629 CPRT COPART INC Industrials 62,022.0 $1.7M 0.01% +11K +21.4% $28.19 +18.0%
1630 ORA ORMAT TECHNOLOGIES INC Utilities 16,053.0 $1.7M 0.01% +13K +484.6% $108.90 -3.2%
1631 BCO CALL BRINKS CO Industrials 18,500.0 $1.7M 0.01% NEW $94.49 +19.4%
1632 SHOULDER INNOVATIONS INC 86,155.0 $1.7M 0.01% +972.0 +1.1% $20.28
1633 STLD PUT STEEL DYNAMICS INC Basic Materials 7,600.0 $1.7M 0.01% -18K -70.9% $229.46 -0.1%
1634 DNTH DIANTHUS THERAPEUTICS INC Healthcare 17,881.0 $1.7M 0.01% -136K -88.4% $97.48 +12.9%
1635 MT CALL ARCELORMITTAL SA LUXEMBOURG Basic Materials 28,900.0 $1.7M 0.01% -40K -58.0% $60.22 +20.6%
1636 KR PUT KROGER CO Consumer Defensive 31,300.0 $1.7M 0.01% -51K -62.0% $55.53 +6.4%
1637 SGHC CALL SUPER GROUP SGHC LIMITED Consumer Cyclical 128,200.0 $1.7M 0.01% -13K -9.3% $13.55 +3.2%
1638 ONON PUT ON HLDG AG Consumer Cyclical 49,000.0 $1.7M 0.01% -16K -24.3% $35.42 -16.7%
1639 ERAS ERASCA INC Healthcare 94,706.0 $1.7M 0.01% NEW $18.32 -3.9%
1640 IOT SAMSARA INC Technology 53,487.0 $1.7M 0.01% -57K -51.6% $32.43 +24.4%
Page 82 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%