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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 21 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VSE CORP 50,000.0 $2.9M 0.01% -150K -75.0% $57.67
402 ESAB ESAB CORPORATION Industrials 29,169.0 $2.9M 0.01% -1K -4.0% $98.63 -17.5%
403 CF CALL CF INDUSTRIES HOLD Basic Materials 26,400.0 $2.9M 0.01% -49K -65.0% $108.26 +19.8%
404 MDB CALL MONGODB INC Technology 8,500.0 $2.9M 0.01% -7K -45.9% $335.90 +28.3%
405 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,737.0 $2.9M 0.01% -9K -47.4% $293.18 +4.1%
406 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 18,400.0 $2.9M 0.01% -21K -53.8% $155.13 +39.3%
407 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 15,500.0 $2.8M 0.01% -4K -19.7% $183.11 -0.7%
408 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 12,600.0 $2.8M 0.01% -14K -52.5% $223.95 +25.4%
409 SIRI CALL SIRIUSXM HOLDINGS INC Communication Services 95,400.0 $2.8M 0.01% -65K -40.5% $29.54 -2.9%
410 RKLB PUT ROCKET LAB CORP Industrials 27,700.0 $2.8M 0.01% -8K -21.5% $101.65 -28.6%
411 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 126,200.0 $2.8M 0.01% -171K -57.6% $22.27 +7.5%
412 SNPS SYNOPSYS INC Technology 6,281.0 $2.8M 0.01% -49K -88.7% $446.07 -10.8%
413 NTRA PUT NATERA INC Healthcare 10,300.0 $2.8M 0.01% -7K -39.8% $271.45 +22.3%
414 GRPN PUT GROUPON INC Communication Services 115,600.0 $2.8M 0.01% -16K -12.3% $24.06 -18.6%
415 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 31,900.0 $2.8M 0.01% -64K -66.8% $87.04 +7.8%
416 RIOT CALL RIOT PLATFORMS INC Financial Services 101,400.0 $2.8M 0.01% -159K -61.1% $27.38 -27.6%
417 IP CALL INTERNATIONAL PAPER CO Consumer Cyclical 72,600.0 $2.8M 0.01% -18K -19.7% $38.10 +8.9%
418 JEF CALL JEFFERIES FINANCIAL GROUP IN Financial Services 55,200.0 $2.8M 0.01% -3K -5.6% $49.98 +4.7%
419 SEADRILL LTD 72,628.0 $2.7M 0.01% -32K -30.5% $37.82
420 ODFL OLD DOMINION FREIGHT LINE IN Industrials 12,548.0 $2.7M 0.01% -105K -89.3% $216.60 -4.7%
Page 21 of 94  ·  1,862 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%