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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 41 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GFS PUT GLOBALFOUNDRIES INC Technology 11,500.0 $948K 0.00% -32K -73.7% $82.41 -44.2%
802 NVT PUT NVENT ELEC PLC Industrials 5,500.0 $933K 0.00% -15K -73.0% $169.61 -9.6%
803 WCC PUT WESCO INTL INC Industrials 2,700.0 $933K 0.00% -2K -38.6% $345.43 -2.4%
804 ACMR PUT ACM RESH INC Technology 7,300.0 $926K 0.00% -4K -33.0% $126.89 -39.0%
805 LBRT LIBERTY ENERGY INC Energy 35,324.0 $925K 0.00% -412K -92.1% $26.19 -29.4%
806 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 18,537.0 $924K 0.00% -138K -88.2% $49.86 +6.4%
807 RL PUT RALPH LAUREN CORP Consumer Cyclical 2,300.0 $923K 0.00% -2K -41.0% $401.41 -7.6%
808 U CALL UNITY SOFTWARE INC Technology 32,300.0 $923K 0.00% -96K -74.8% $28.58 +61.5%
809 CHD CALL CHURCH & DWIGHT CO INC Consumer Defensive 9,500.0 $920K 0.00% -11K -53.0% $96.88 +5.8%
810 ITW CALL ILLINOIS TOOL WKS INC Industrials 3,400.0 $920K 0.00% -3K -46.0% $270.47 +5.0%
811 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 18,200.0 $907K 0.00% -4K -18.0% $49.86 +6.4%
812 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 79,600.0 $907K 0.00% -2K -2.7% $11.40 -8.6%
813 ENR PUT ENERGIZER HLDGS INC Industrials 42,100.0 $903K 0.00% -4K -9.1% $21.44 +0.2%
814 ST PUT SENSATA TECHNOLOGIES HLDG PL Technology 18,900.0 $902K 0.00% -1K -6.0% $47.74 -12.1%
815 PUT FLUTTER ENTMT PLC 8,800.0 $899K 0.00% -4K -29.6% $102.17
816 AM PUT ANTERO MIDSTREAM CORP Energy 39,300.0 $894K 0.00% -56K -58.8% $22.75 -2.7%
817 AXTI PUT AXT INC Technology 12,400.0 $894K 0.00% -5K -30.3% $72.08 -9.3%
818 ELAN CALL ELANCO ANIMAL HEALTH INC Healthcare 36,200.0 $891K 0.00% -56K -60.5% $24.61 -0.8%
819 CDE CALL COEUR MNG INC Basic Materials 54,500.0 $889K 0.00% -5K -8.2% $16.32 +27.9%
820 TTMI TTM TECHNOLOGIES INC Technology 4,739.0 $886K 0.00% -128K -96.4% $187.02 -42.7%
Page 41 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%