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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 93 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 GLNG PUT GOLAR LNG LTD Energy 27,900.0 $1.4M 0.01% +15K +111.4% $49.84 +3.3%
1842 WOLF PUT WOLFSPEED INC Technology 28,800.0 $1.4M 0.01% NEW $48.25 -44.7%
1843 TDC CALL TERADATA CORP DEL Technology 40,000.0 $1.4M 0.01% +10K +34.7% $34.65 -22.5%
1844 BBB FOODS INC 33,215.0 $1.4M 0.01% NEW $41.67
1845 UNFI CALL UNITED NAT FOODS INC Consumer Defensive 30,200.0 $1.4M 0.01% +18K +137.8% $45.67 +4.8%
1846 TPG PUT TPG INC Financial Services 34,000.0 $1.4M 0.01% -22K -39.8% $40.55 +30.6%
1847 XEROX HOLDINGS CORP 5,000,000.0 $1.4M 0.01% -1.4M -21.7% $0.28
1848 UPST CALL UPSTART HLDGS INC Financial Services 38,800.0 $1.4M 0.01% +16K +70.2% $35.43 -14.7%
1849 CSW INDUSTRIALS INC 4,935.0 $1.4M 0.01% NEW $278.30
1850 MP PUT MP MATERIALS CORP Basic Materials 24,500.0 $1.4M 0.01% -21K -46.1% $56.01 +5.4%
1851 VRNS CALL VARONIS SYS INC Technology 32,500.0 $1.4M 0.01% +15K +81.6% $41.96 -1.9%
1852 DPZ PUT DOMINOS PIZZA INC Consumer Cyclical 4,600.0 $1.4M 0.01% +4K +318.2% $296.04 +16.3%
1853 IP INTERNATIONAL PAPER CO Consumer Cyclical 35,715.0 $1.4M 0.01% -6K -15.2% $38.10 +9.0%
1854 NIO CALL NIO INC Consumer Cyclical 268,200.0 $1.4M 0.01% +84K +45.3% $5.06 -12.8%
1855 ERIC CALL TELEFONAKTIEBOLAGET LM ERICS Technology 121,700.0 $1.4M 0.01% +103K +557.8% $11.15 -10.4%
1856 FIG PUT FIGMA INC Technology 74,900.0 $1.4M 0.01% +35K +89.6% $18.09 +48.9%
1857 KSS CALL KOHLS CORP Consumer Cyclical 76,400.0 $1.4M 0.01% -71K -48.3% $17.72 +0.7%
1858 ESTC ELASTIC N V Technology 23,728.0 $1.4M 0.01% -7K -23.9% $57.02 +39.6%
1859 CALL AMCOR PLC 31,200.0 $1.4M 0.01% -8K -19.4% $43.35
1860 PLNT CALL PLANET FITNESS MASTER ISSUER Consumer Cyclical 25,900.0 $1.4M 0.01% +23K +735.5% $52.17 +2.8%
Page 93 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%