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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 47 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CDE COEUR MNG INC Basic Materials 41,047.0 $670K 0.00% -24K -36.6% $16.32 +27.9%
922 EQT CALL EQT CORP Energy 12,500.0 $665K 0.00% -54K -81.1% $53.17 +1.2%
923 TPR PUT TAPESTRY INC Consumer Cyclical 4,500.0 $659K 0.00% -13K -74.4% $146.38 -9.7%
924 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 13,100.0 $653K 0.00% -11K -46.3% $49.86 +6.4%
925 CEPU CENTRAL PUERTO S A Utilities 43,840.0 $651K 0.00% -36K -45.3% $14.86 -10.4%
926 EXK CALL ENDEAVOUR SILVER CORP Basic Materials 78,400.0 $649K 0.00% -3K -3.8% $8.28 +30.0%
927 ARMK PUT ARAMARK Industrials 11,400.0 $649K 0.00% -600.0 -5.0% $56.90 +4.2%
928 PWR CALL QUANTA SVCS INC Industrials 900.0 $648K 0.00% -3K -74.3% $720.04 -14.3%
929 CNK CINEMARK HLDGS INC Communication Services 20,416.0 $648K 0.00% -498K -96.1% $31.73 +21.0%
930 MMM PUT 3M CO Industrials 4,000.0 $648K 0.00% -46K -91.9% $161.91 +10.6%
931 OWL BLUE OWL CAPITAL INC Financial Services 73,999.0 $647K 0.00% -521K -87.6% $8.75 +33.5%
932 SONO CALL SONOS INC Technology 47,800.0 $647K 0.00% -34K -41.3% $13.53 +13.9%
933 DUOL PUT DUOLINGO INC Technology 5,600.0 $644K 0.00% -3K -37.8% $115.02 +27.7%
934 AMBA CALL AMBARELLA INC Technology 7,500.0 $644K 0.00% -600.0 -7.4% $85.80 -18.4%
935 EXC PUT EXELON CORP Utilities 13,800.0 $643K 0.00% -61K -81.5% $46.62 -4.9%
936 MUR PUT MURPHY OIL CORP Energy 19,600.0 $638K 0.00% -5K -21.6% $32.56 +10.6%
937 CIEN PUT CIENA CORP Technology 1,300.0 $638K 0.00% -13K -90.9% $490.56 -24.2%
938 VALE VALE S A Basic Materials 42,236.0 $635K 0.00% -97K -69.6% $15.04 +0.0%
939 CAL CALL CALERES INC Consumer Cyclical 51,300.0 $635K 0.00% -19K -27.3% $12.37 +10.3%
940 CALL FLUTTER ENTMT PLC 6,200.0 $633K 0.00% -15K -70.8% $102.17
Page 47 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%