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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 89 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 CMS CALL CMS ENERGY CORP Utilities 19,800.0 $1.5M 0.01% +800.0 +4.2% $76.50 -10.1%
1762 PAR PAR TECHNOLOGY CORP Technology 86,822.0 $1.5M 0.01% +75K +642.9% $17.42 +11.1%
1763 ATLANTA BRAVES HLDGS INC 29,074.0 $1.5M 0.01% NEW $51.90
1764 SVM CALL SILVERCORP METALS INC Basic Materials 149,200.0 $1.5M 0.01% -112K -42.8% $10.10 +27.0%
1765 HWM CALL HOWMET AEROSPACE INC Industrials 5,600.0 $1.5M 0.01% -3K -31.7% $268.86 -1.8%
1766 AVAV PUT AEROVIRONMENT INC Industrials 9,100.0 $1.5M 0.01% +2K +19.7% $165.07 -10.7%
1767 PHG CALL KONINKLIJKE PHILIPS N V Healthcare 55,200.0 $1.5M 0.01% NEW $27.19 +0.9%
1768 OMF PUT ONEMAIN HLDGS INC Financial Services 24,600.0 $1.5M 0.01% +4K +18.3% $60.97 +3.7%
1769 SCCO CALL SOUTHERN COPPER CORP Basic Materials 8,600.0 $1.5M 0.01% -700.0 -7.5% $174.26 +26.1%
1770 PFG CALL PRINCIPAL FINANCIAL GROUP IN Financial Services 13,900.0 $1.5M 0.01% +12K +561.9% $107.78 +3.5%
1771 QS QUANTUMSCAPE CORP Consumer Cyclical 197,469.0 $1.5M 0.01% -1.4M -87.5% $7.56 -23.0%
1772 RIOT PUT RIOT PLATFORMS INC Financial Services 54,500.0 $1.5M 0.01% -102K -65.2% $27.38 -22.2%
1773 CE CALL CELANESE CORP DEL Basic Materials 32,400.0 $1.5M 0.01% NEW $46.00 -3.2%
1774 DXCM CALL DEXCOM INC Healthcare 22,100.0 $1.5M 0.01% +4K +22.8% $67.35 +32.4%
1775 NTSK CALL NETSKOPE INC Technology 135,900.0 $1.5M 0.01% -2K -1.2% $10.94 +23.4%
1776 ALB CALL ALBEMARLE CORP Basic Materials 11,000.0 $1.5M 0.01% +6K +139.1% $135.03 -1.4%
1777 CHEC CHENGHE ACQUISITION III CO Financial Services 144,955.0 $1.5M 0.01% $10.23 +0.2%
1778 CYTK PUT CYTOKINETICS INC Healthcare 17,400.0 $1.5M 0.01% +7K +70.6% $85.19 -9.1%
1779 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 31,000.0 $1.5M 0.01% +700.0 +2.3% $47.81 -9.3%
1780 OMF CALL ONEMAIN HLDGS INC Financial Services 24,300.0 $1.5M 0.01% +10K +71.1% $60.97 +3.7%
Page 89 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%