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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 86 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,303.0 $1.6M 0.01% +34K +5960.6% $47.74 -11.7%
1702 AA CALL ALCOA CORP Basic Materials 31,400.0 $1.6M 0.01% +9K +38.9% $52.14 -1.6%
1703 ASTRANA HEALTH INC 35,267.0 $1.6M 0.01% NEW $46.41
1704 EQNR EQUINOR ASA Energy 52,080.0 $1.6M 0.01% +29K +127.8% $31.40 +31.2%
1705 CM PUT CANADIAN IMPERIAL BANK OF CO Financial Services 14,200.0 $1.6M 0.01% -700.0 -4.7% $115.00 +2.9%
1706 LOB LIVE OAK BANCSHARES INC Financial Services 39,973.0 $1.6M 0.01% NEW $40.84 -2.1%
1707 DINO PUT HF SINCLAIR CORP Energy 23,400.0 $1.6M 0.01% +12K +98.3% $69.65 +33.9%
1708 TT CALL TRANE TECHNOLOGIES PLC Industrials 3,300.0 $1.6M 0.01% NEW $491.16 -7.3%
1709 LUNR INTUITIVE MACHINES INC Industrials 75,539.0 $1.6M 0.01% -431K -85.1% $21.39 -22.4%
1710 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 44,372.0 $1.6M 0.01% NEW $36.41 +7.0%
1711 GSM FERROGLOBE PLC Basic Materials 507,500.0 $1.6M 0.01% -678K -57.2% $3.18 +26.1%
1712 FLS CALL FLOWSERVE CORP Industrials 21,700.0 $1.6M 0.01% -2K -10.0% $74.16 +8.6%
1713 PATH PUT UIPATH INC Technology 147,800.0 $1.6M 0.01% +47K +47.1% $10.87 +53.3%
1714 VVV PUT VALVOLINE INC Energy 40,600.0 $1.6M 0.01% +14K +52.1% $39.54 -16.8%
1715 L LOEWS CORP Financial Services 14,179.0 $1.6M 0.01% -12K -44.9% $113.21 -2.1%
1716 BETTER HOME & FINANCE HOLDIN 58,335.0 $1.6M 0.01% +51K +692.7% $27.50
1717 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 6,089.0 $1.6M 0.01% -777.0 -11.3% $263.26 +36.9%
1718 POET CALL POET TECHNOLOGIES INC Technology 155,500.0 $1.6M 0.01% +1K +0.7% $10.28 -21.4%
1719 SMR NUSCALE PWR CORP Utilities 159,306.0 $1.6M 0.01% +101K +173.5% $10.03 -2.3%
1720 APLD PUT APPLIED DIGITAL CORP Technology 42,800.0 $1.6M 0.01% -50K -53.7% $37.30 -22.7%
Page 86 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%