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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 43 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PBI CALL PITNEY BOWES INC Industrials 47,500.0 $832K 0.00% -76K -61.4% $17.52 -5.7%
842 SVCO SILVACO GROUP INC Technology 60,249.0 $831K 0.00% -203K -77.1% $13.79 -50.3%
843 CALL CNH INDL N V 73,800.0 $829K 0.00% -32K -30.2% $11.23
844 APTIV PLC 13,487.0 $828K 0.00% -10K -43.5% $61.38
845 FANG DIAMONDBACK ENERGY INC Energy 4,700.0 $826K 0.00% -4K -47.2% $175.78 +17.0%
846 AEHR CALL AEHR TEST SYS Technology 8,600.0 $826K 0.00% -2K -16.5% $96.06 +0.4%
847 FLY FIREFLY AEROSPACE INC Industrials 28,053.0 $825K 0.00% -197K -87.5% $29.40 -21.4%
848 SITM PUT SITIME CORP Technology 1,100.0 $820K 0.00% -2K -59.3% $745.56 -22.1%
849 PUT VIKING HOLDINGS LTD 7,800.0 $816K 0.00% -2K -16.1% $104.67
850 AMBA PUT AMBARELLA INC Technology 9,500.0 $815K 0.00% -100.0 -1.0% $85.80 -18.4%
851 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 14,200.0 $813K 0.00% -19K -57.1% $57.22 +13.7%
852 RIOT RIOT PLATFORMS INC Financial Services 29,403.0 $805K 0.00% -123K -80.8% $27.38 -27.0%
853 DLO DLOCAL LTD Technology 61,878.0 $804K 0.00% -34K -35.5% $12.99 +16.4%
854 DBX CALL DROPBOX INC Technology 29,000.0 $797K 0.00% -14K -33.2% $27.47 +27.0%
855 CGNX PUT COGNEX CORP Technology 11,000.0 $797K 0.00% -2K -12.7% $72.42 -19.2%
856 DASH DOORDASH INC Communication Services 4,308.0 $795K 0.00% -32K -88.2% $184.53 +24.1%
857 AXON AXON ENTERPRISE INC Industrials 1,417.0 $794K 0.00% -5K -76.7% $560.61 +6.6%
858 Z CALL ZILLOW GROUP INC Communication Services 25,200.0 $794K 0.00% -7K -20.8% $31.52 +17.5%
859 PUT CENCORA INC 2,800.0 $792K 0.00% -3K -50.9% $282.98
860 RIO RIO TINTO PLC Basic Materials 8,340.0 $792K 0.00% -19K -69.0% $94.93 +10.4%
Page 43 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%