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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 88 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 BCC BOISE CASCADE CO DEL Basic Materials 19,840.0 $1.5M 0.01% +7K +49.7% $77.63 +4.4%
1742 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 5,300.0 $1.5M 0.01% -5K -50.5% $290.59 -9.8%
1743 BWXT PUT BWX TECHNOLOGIES INC Industrials 7,900.0 $1.5M 0.01% +4K +88.1% $194.65 -23.1%
1744 ATI CALL ATI INC Industrials 7,800.0 $1.5M 0.01% -17K -69.0% $197.10 +9.2%
1745 POET POET TECHNOLOGIES INC Technology 149,444.0 $1.5M 0.01% -172K -53.5% $10.28 -21.4%
1746 ALNY CALL ALNYLAM PHARMACEUTICALS INC Healthcare 5,100.0 $1.5M 0.01% +2K +41.7% $301.03 -20.2%
1747 SHAK PUT SHAKE SHACK INC Consumer Cyclical 27,400.0 $1.5M 0.01% +11K +71.2% $56.02 +32.2%
1748 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 15,800.0 $1.5M 0.01% -7K -30.1% $97.09 +1.7%
1749 SIMO CALL SILICON MOTION TECHNOLOGY CO Technology 4,600.0 $1.5M 0.01% +1K +39.4% $333.33 -27.5%
1750 SVRA SAVARA INC Healthcare 248,720.0 $1.5M 0.01% +54K +27.5% $6.16 -9.1%
1751 TENAX THERAPEUTICS INC 105,237.0 $1.5M 0.01% NEW $14.55
1752 MKL MARKEL GROUP INC Financial Services 783.0 $1.5M 0.01% NEW $1953.01 -7.4%
1753 FCEL FUELCELL ENERGY INC Industrials 42,462.0 $1.5M 0.01% NEW $36.01 -46.4%
1754 CHRD CHORD ENERGY CORPORATION Energy 13,372.0 $1.5M 0.01% +3K +26.7% $114.30 +23.1%
1755 TMC TMC THE METALS COMPANY INC Basic Materials 344,674.0 $1.5M 0.01% -852K -71.2% $4.43 +12.0%
1756 WHR CALL WHIRLPOOL CORP Consumer Cyclical 38,700.0 $1.5M 0.01% +29K +299.0% $39.42 +3.3%
1757 RYZ RYERSON HLDG CORP Consumer Defensive 61,953.0 $1.5M 0.01% NEW $24.61 -0.1%
1758 APA PUT APA CORPORATION Energy 46,800.0 $1.5M 0.01% -61K -56.5% $32.57 +27.0%
1759 ZION PUT ZIONS BANCORPORATION NATL AS Financial Services 22,000.0 $1.5M 0.01% +21K +1592.3% $69.19 -2.3%
1760 Q CALL QNITY ELECTRONICS INC Technology 9,300.0 $1.5M 0.01% NEW $163.31 -22.5%
Page 88 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%