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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 95 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 QMCO QUANTUM CORP Technology 120,044.0 $1.3M 0.01% NEW $11.00 +104.9%
1882 MTRX MATRIX SVC CO Industrials 96,242.0 $1.3M 0.01% +72K +298.9% $13.70 -21.5%
1883 BBWI CALL BATH & BODY WORKS INC Consumer Cyclical 57,000.0 $1.3M 0.01% +8K +17.0% $23.13 -17.7%
1884 GLW CORNING INC Technology 5,157.0 $1.3M 0.01% -27K -84.1% $255.43 -40.7%
1885 HCI HCI GROUP INC Financial Services 7,515.0 $1.3M 0.01% NEW $175.25 +7.1%
1886 CRSP CRISPR THERAPEUTICS AG Healthcare 24,136.0 $1.3M 0.01% +23K +2537.8% $54.54 +9.1%
1887 RDW CALL REDWIRE CORPORATION Industrials 107,600.0 $1.3M 0.01% +90K +497.8% $12.23 -7.8%
1888 KBH CALL KB HOME Consumer Cyclical 21,000.0 $1.3M 0.01% +2K +11.1% $62.59 -9.7%
1889 PAYC PAYCOM SOFTWARE INC Technology 10,446.0 $1.3M 0.01% -22K -67.7% $125.68 +85.1%
1890 UEC PUT URANIUM ENERGY CORP Energy 122,900.0 $1.3M 0.01% +44K +55.8% $10.66 +22.0%
1891 ECL PUT ECOLAB INC Basic Materials 4,700.0 $1.3M 0.01% +3K +176.5% $278.61 +4.2%
1892 ALLY PUT ALLY FINL INC Financial Services 28,400.0 $1.3M 0.01% -8K -23.0% $45.95 -7.0%
1893 CMB.TECH NV 93,099.0 $1.3M 0.01% -477K -83.7% $13.99
1894 JBHT CALL HUNT J B TRANS SVCS INC Industrials 4,500.0 $1.3M 0.01% +2K +55.2% $289.43 -8.8%
1895 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 153,400.0 $1.3M 0.01% +32K +26.5% $8.49 +42.8%
1896 CHWY CHEWY INC Consumer Cyclical 66,242.0 $1.3M 0.01% -892K -93.1% $19.65 +18.3%
1897 LQD CALL ISHARES TR 11,900.0 $1.3M 0.01% -30K -71.8% $109.07 -2.2%
1898 AXON PUT AXON ENTERPRISE INC Industrials 2,300.0 $1.3M 0.01% -4K -61.7% $560.61 +8.2%
1899 LOGI PUT LOGITECH INTL S A Technology 13,700.0 $1.3M 0.01% +10K +251.3% $94.04 +5.9%
1900 ALC CALL ALCON AG Healthcare 19,200.0 $1.3M 0.01% -5K -21.0% $67.10 +8.5%
Page 95 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%