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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 98 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 PHR PHREESIA INC Healthcare 119,027.0 $1.2M 0.00% -291K -71.0% $10.29 +12.7%
1942 PUT RB GLOBAL INC 10,500.0 $1.2M 0.00% NEW $116.45
1943 WU CALL WESTERN UN CO Financial Services 158,300.0 $1.2M 0.00% -89K -36.0% $7.70 -5.7%
1944 SYNA CALL SYNAPTICS INC Technology 9,800.0 $1.2M 0.00% +6K +172.2% $124.23 -23.0%
1945 QS CALL QUANTUMSCAPE CORP Consumer Cyclical 161,000.0 $1.2M 0.00% +67K +71.1% $7.56 -24.1%
1946 GMAB CALL GENMAB A/S Healthcare 44,300.0 $1.2M 0.00% +15K +52.8% $27.47 +22.9%
1947 CALL THOMSON REUTERS CORP 14,900.0 $1.2M 0.00% NEW $81.67
1948 FLEX PUT FLEX LTD Technology 7,500.0 $1.2M 0.00% -14K -65.9% $162.07 -31.0%
1949 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 8,200.0 $1.2M 0.00% -19K -69.7% $148.16 -23.2%
1950 EMBJ CALL EMBRAER S.A. Industrials 19,000.0 $1.2M 0.00% -16K -45.1% $63.80 +18.0%
1951 DECK CALL DECKERS OUTDOOR CORP Consumer Cyclical 12,200.0 $1.2M 0.00% +5K +62.7% $99.29 -9.9%
1952 TECK TECK RESOURCES LTD Basic Materials 20,292.0 $1.2M 0.00% NEW $59.46 +19.6%
1953 EL LAUDER ESTEE COS INC Consumer Defensive 15,282.0 $1.2M 0.00% -8K -34.2% $78.95 +33.1%
1954 OSCR CALL OSCAR HEALTH INC Healthcare 42,300.0 $1.2M 0.00% +11K +35.6% $28.52 +9.5%
1955 VRRM VERRA MOBILITY CORP Technology 282,314.0 $1.2M 0.00% NEW $4.25 +4.0%
1956 MT PUT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,900.0 $1.2M 0.00% -30K -59.7% $60.22 +23.8%
1957 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 258,800.0 $1.2M 0.00% +204K +372.3% $4.62 -26.2%
1958 ICE PUT INTERCONTINENTAL EXCHANGE IN Financial Services 9,700.0 $1.2M 0.00% +1K +16.9% $123.11 +31.5%
1959 ITRI CALL ITRON INC Technology 13,800.0 $1.2M 0.00% +3K +24.3% $86.53 +14.2%
1960 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 6,900.0 $1.2M 0.00% +5K +245.0% $173.03 -54.1%
Page 98 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%