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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 84 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 MRSH CALL MARSH & MCLENNAN COS INC Financial Services 10,200.0 $1.7M 0.01% +7K +200.0% $166.67 +16.8%
1662 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 17,500.0 $1.7M 0.01% +17K +3400.0% $97.09 +1.6%
1663 KSS PUT KOHLS CORP Consumer Cyclical 95,800.0 $1.7M 0.01% +59K +157.5% $17.72 -0.6%
1664 RH CALL RH Consumer Cyclical 10,300.0 $1.7M 0.01% +3K +39.2% $164.73 -14.6%
1665 CHRW CALL C H ROBINSON WORLDWIDE IN Industrials 9,000.0 $1.7M 0.01% -59K -86.8% $188.34 -23.0%
1666 ARXS ARXIS INC Industrials 36,725.0 $1.7M 0.01% NEW $46.14 +15.1%
1667 JBLU CALL JETBLUE AIRWAYS CORP Industrials 295,300.0 $1.7M 0.01% +283K +2320.5% $5.73 -11.7%
1668 PUT IRIDIUM COMMUNICATIONS INC 30,700.0 $1.7M 0.01% -2K -6.7% $54.85
1669 POET PUT POET TECHNOLOGIES INC Technology 163,700.0 $1.7M 0.01% -166K -50.4% $10.28 -21.8%
1670 COIN COINBASE GLOBAL INC Financial Services 11,499.0 $1.7M 0.01% -2K -17.0% $146.19 +28.7%
1671 LUNR CALL INTUITIVE MACHINES INC Industrials 78,500.0 $1.7M 0.01% +67K +565.2% $21.39 -23.2%
1672 BDSX BIODESIX INC Healthcare 74,447.0 $1.7M 0.01% +64K +586.8% $22.55 +27.6%
1673 AEIS CALL ADVANCED ENERGY INDS Industrials 4,500.0 $1.7M 0.01% +1K +28.6% $372.87 -26.5%
1674 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 90,300.0 $1.7M 0.01% +64K +250.0% $18.57 -28.6%
1675 FSLR CALL FIRST SOLAR INC Energy 7,100.0 $1.7M 0.01% -12K -62.0% $235.96 -12.7%
1676 PUT KLARNA GROUP PLC 82,700.0 $1.7M 0.01% NEW $20.24
1677 AA PUT ALCOA CORP Basic Materials 32,100.0 $1.7M 0.01% -90K -73.8% $52.14 -1.7%
1678 DLTR DOLLAR TREE INC Consumer Defensive 13,822.0 $1.7M 0.01% -309K -95.7% $120.95 +10.2%
1679 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 30,600.0 $1.7M 0.01% +26K +512.0% $54.62 +15.5%
1680 ULTA CALL ULTA BEAUTY INC Consumer Cyclical 3,700.0 $1.7M 0.01% +2K +164.3% $450.98 +18.2%
Page 84 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%