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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 45 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SOUN CALL SOUNDHOUND AI INC Technology 116,600.0 $754K 0.00% -107K -47.9% $6.47 +8.2%
882 QFIN QFIN HOLDINGS INC Financial Services 47,486.0 $751K 0.00% -398K -89.3% $15.81 -30.5%
883 AXTI CALL AXT INC Technology 10,400.0 $750K 0.00% -20K -65.5% $72.08 -9.3%
884 TARS TARSUS PHARMACEUTICALS INC Healthcare 11,906.0 $749K 0.00% -3K -21.6% $62.94 +15.7%
885 GPC PUT GENUINE PARTS CO Consumer Cyclical 6,300.0 $743K 0.00% -700.0 -10.0% $117.98 +15.0%
886 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 41,100.0 $737K 0.00% -22K -34.4% $17.92 -31.8%
887 ELAN PUT ELANCO ANIMAL HEALTH INC Healthcare 29,900.0 $736K 0.00% -52K -63.6% $24.61 -0.8%
888 CALL CENCORA INC 2,600.0 $736K 0.00% -11K -80.7% $282.98
889 ENR CALL ENERGIZER HLDGS INC Industrials 34,300.0 $735K 0.00% -22K -39.4% $21.44 +0.2%
890 CALL FLAGSTAR BANK NATIONAL ASSOC 49,200.0 $735K 0.00% -8K -13.5% $14.94
891 KEY CALL KEYCORP Financial Services 31,500.0 $726K 0.00% -2K -4.8% $23.05 -5.1%
892 TE CALL T1 ENERGY INC Industrials 76,500.0 $725K 0.00% -26K -25.3% $9.48 -54.4%
893 PUT ENTERGY CORP NEW 6,300.0 $724K 0.00% -5K -45.7% $114.86
894 RGTI PUT RIGETTI COMPUTING INC Technology 37,200.0 $719K 0.00% -4K -9.7% $19.32 -15.3%
895 ZIM CALL ZIM INTEGRATED SHIPPING SERV Industrials 27,600.0 $718K 0.00% -41K -59.6% $26.00 +9.2%
896 OC PUT OWENS CORNING NEW Industrials 4,500.0 $715K 0.00% -7K -61.5% $158.96 -7.5%
897 RIG PUT TRANSOCEAN LTD Energy 145,700.0 $712K 0.00% -76K -34.2% $4.89 +18.0%
898 WING CALL WINGSTOP INC Consumer Cyclical 4,100.0 $711K 0.00% -1K -24.1% $173.41 -32.6%
899 CRBG CALL COREBRIDGE FINL INC 24,700.0 $707K 0.00% -6K -18.5% $28.63
900 CIFR PUT CIPHER DIGITAL INC Financial Services 28,800.0 $706K 0.00% -89K -75.6% $24.50 -37.3%
Page 45 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%