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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 90 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 311,550.0 $1.5M 0.01% NEW $4.74 +11.3%
1782 JOBY CALL JOBY AVIATION INC Industrials 165,500.0 $1.5M 0.01% +900.0 +0.6% $8.92 -19.3%
1783 NEE PUT NEXTERA ENERGY INC Utilities 16,800.0 $1.5M 0.01% -48K -74.3% $87.77 -4.1%
1784 HSBC PUT HSBC HLDGS PLC Financial Services 15,500.0 $1.5M 0.01% -23K -59.8% $95.09 +9.4%
1785 ENS PUT ENERSYS Industrials 6,300.0 $1.5M 0.01% -3K -32.3% $233.82 -18.0%
1786 URI CALL UNITED RENTALS INC Industrials 1,300.0 $1.5M 0.01% -1K -50.0% $1132.89 -6.4%
1787 URI PUT UNITED RENTALS INC Industrials 1,300.0 $1.5M 0.01% -4K -74.5% $1132.89 -6.4%
1788 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 8,500.0 $1.5M 0.01% +5K +150.0% $173.03 -54.0%
1789 CRDO CALL CREDO TECHNOLOGY GROUP HOLDI Technology 5,400.0 $1.5M 0.01% -8K -58.1% $271.95 -18.2%
1790 BR BROADRIDGE FINL SOLUTIONS IN Technology 10,720.0 $1.5M 0.01% -16K -60.5% $136.95 +32.7%
1791 GFS CALL GLOBALFOUNDRIES INC Technology 17,800.0 $1.5M 0.01% -10K -34.8% $82.41 -44.8%
1792 CALL DUPONT DE NEMOURS INC 10,800.0 $1.5M 0.01% NEW $135.64
1793 GWRE PUT GUIDEWIRE SOFTWARE INC Technology 11,900.0 $1.5M 0.01% +12K +10000.0% $123.05 +54.5%
1794 GOLD ROYALTY CORP 1,476,914.0 $1.5M 0.01% $0.99
1795 TXT PUT TEXTRON INC Industrials 15,900.0 $1.5M 0.01% +13K +396.9% $91.73 -9.8%
1796 NPO ENPRO INC Industrials 3,867.0 $1.5M 0.01% NEW $376.93 -18.0%
1797 VOD CALL VODAFONE GROUP PLC Communication Services 110,100.0 $1.5M 0.01% +86K +356.9% $13.22 +20.3%
1798 OPEN PUT OPENDOOR TECHNOLOGIES INC Real Estate 314,900.0 $1.5M 0.01% +200K +174.1% $4.62 -25.5%
1799 NOK NOKIA CORP Technology 109,539.0 $1.5M 0.01% -101K -48.1% $13.28 -23.3%
1800 USAR CALL USA RARE EARTH INC Basic Materials 67,300.0 $1.5M 0.01% +34K +104.6% $21.58 -11.6%
Page 90 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%