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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 99 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 RELY CALL REMITLY GLOBAL INC Technology 53,200.0 $1.2M 0.00% -7K -11.8% $22.41 +14.9%
1962 ALL PUT ALLSTATE CORP Financial Services 5,000.0 $1.2M 0.00% +2K +85.2% $237.94 +10.0%
1963 ING PUT ING GROEP N.V. Financial Services 37,900.0 $1.2M 0.00% -30K -44.2% $31.38 +13.4%
1964 FIX CALL COMFORT SYS USA INC Industrials 600.0 $1.2M 0.00% +400.0 +200.0% $1981.95 -18.5%
1965 PBI PUT PITNEY BOWES INC Industrials 67,800.0 $1.2M 0.00% -12K -15.5% $17.52 -2.9%
1966 HDB CALL HDFC BANK LTD Financial Services 45,900.0 $1.2M 0.00% +6K +16.2% $25.83 -10.3%
1967 ZBRA CALL ZEBRA TECHNOLOGIES CORPORATI Technology 4,500.0 $1.2M 0.00% +4K +400.0% $263.26 +36.7%
1968 MTN PUT VAIL RESORTS INC Consumer Cyclical 8,700.0 $1.2M 0.00% +5K +135.1% $136.15 +9.2%
1969 EXPI AGNT INC Real Estate 218,662.0 $1.2M 0.00% NEW $5.41 -1.7%
1970 LINC CALL LINCOLN EDL SVCS CORP Consumer Defensive 23,700.0 $1.2M 0.00% NEW $49.90 -48.7%
1971 CCEP CALL COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 11,800.0 $1.2M 0.00% +4K +42.2% $100.07 +8.9%
1972 VMI VALMONT INDS INC Industrials 2,043.0 $1.2M 0.00% NEW $577.60 -17.4%
1973 SMCI SUPER MICRO COMPUTER INC Technology 40,223.0 $1.2M 0.00% -81K -66.9% $29.33 +27.5%
1974 GM PUT GENERAL MTRS CO Consumer Cyclical 15,300.0 $1.2M 0.00% -41K -73.0% $77.08 +12.0%
1975 PARR PUT PAR PAC HOLDINGS INC Energy 21,000.0 $1.2M 0.00% +5K +28.1% $56.08 +35.1%
1976 VICR PUT VICOR CORP Technology 3,100.0 $1.2M 0.00% -3K -47.5% $379.78 -48.1%
1977 AXON CALL AXON ENTERPRISE INC Industrials 2,100.0 $1.2M 0.00% +600.0 +40.0% $560.61 +8.4%
1978 TTD CALL THE TRADE DESK INC Technology 65,100.0 $1.2M 0.00% -46K -41.6% $18.08 -27.9%
1979 FRSH FRESHWORKS INC Technology 116,235.0 $1.2M 0.00% -1.1M -90.7% $10.12 +27.6%
1980 RHI PUT ROBERT HALF INC. Industrials 38,300.0 $1.2M 0.00% +28K +271.8% $30.70 +45.1%
Page 99 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%