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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 96 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 AI PUT C3 AI INC Technology 141,600.0 $1.3M 0.01% +76K +115.2% $9.09 +6.7%
1902 GLNG CALL GOLAR LNG LTD Energy 25,800.0 $1.3M 0.01% +11K +70.9% $49.84 +2.7%
1903 FHN CALL FIRST HORIZON CORPORATION Financial Services 50,100.0 $1.3M 0.01% +48K +1904.0% $25.64 -4.2%
1904 NDAQ NASDAQ INC Financial Services 16,282.0 $1.3M 0.01% -391K -96.0% $78.82 +26.2%
1905 LNC CALL LINCOLN NATL CORP IND Financial Services 36,300.0 $1.3M 0.01% +15K +70.4% $35.35 +22.5%
1906 SU SUNCOR ENERGY INC NEW Energy 23,884.0 $1.3M 0.01% +8K +51.6% $53.68 +22.3%
1907 GIS PUT GENERAL MILLS INC Consumer Defensive 36,800.0 $1.3M 0.01% -84K -69.6% $34.80 +15.2%
1908 MARA PUT MARA HOLDINGS INC Financial Services 92,100.0 $1.3M 0.01% -159K -63.3% $13.89 -19.2%
1909 EL CALL LAUDER ESTEE COS INC Consumer Defensive 16,200.0 $1.3M 0.01% +13K +440.0% $78.95 +33.1%
1910 FOUR CALL SHIFT4 PMTS INC Technology 26,200.0 $1.3M 0.01% +17K +194.4% $48.64 -4.9%
1911 SAN BANCO SANTANDER SA Financial Services 92,272.0 $1.3M 0.01% -126K -57.7% $13.80 +6.5%
1912 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 168,200.0 $1.3M 0.01% +66K +64.6% $7.56 -24.1%
1913 SYY PUT SYSCO CORP Consumer Defensive 15,200.0 $1.3M 0.01% -28K -64.7% $83.58 -0.4%
1914 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 53,857.0 $1.3M 0.01% NEW $23.58 +7.8%
1915 DSGX DESCARTES SYS GROUP INC Technology 18,267.0 $1.3M 0.01% -110K -85.8% $69.24 +11.9%
1916 ALL CALL ALLSTATE CORP Financial Services 5,300.0 $1.3M 0.01% -2K -26.4% $237.94 +10.0%
1917 AI CALL C3 AI INC Technology 138,500.0 $1.3M 0.00% -52K -27.1% $9.09 +6.7%
1918 ALRM ALARM COM HLDGS INC Technology 26,895.0 $1.3M 0.00% +17K +162.0% $46.72 +21.4%
1919 RBB RBB BANCORP Financial Services 45,829.0 $1.3M 0.00% NEW $27.41 -3.8%
1920 ST CALL SENSATA TECHNOLOGIES HLDG PL Technology 26,300.0 $1.3M 0.00% -17K -39.4% $47.74 -10.8%
Page 96 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%