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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 48 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PCT CALL PURECYCLE TECHNOLOGIES INC Industrials 78,000.0 $633K 0.00% -28K -26.2% $8.11 -18.5%
942 ASX ASE TECHNOLOGY HLDG CO LTD Technology 13,990.0 $631K 0.00% -27K -66.1% $45.12 -19.7%
943 PPG CALL PPG INDS INC Basic Materials 5,200.0 $631K 0.00% -4K -44.7% $121.29 -6.6%
944 AON PUT AON PLC Financial Services 1,900.0 $630K 0.00% -3K -60.4% $331.69 +8.3%
945 PENN CALL PENN ENTERTAINMENT INC Consumer Cyclical 29,500.0 $630K 0.00% -32K -51.6% $21.36 -14.5%
946 UGP ULTRAPAR PARTICIPACOES SA Energy 125,296.0 $629K 0.00% -57K -31.4% $5.02 +33.9%
947 CNM CORE & MAIN INC Industrials 12,958.0 $625K 0.00% -114K -89.8% $48.25 -8.0%
948 CALL SMURFIT WESTROCK PLC 13,500.0 $625K 0.00% -45K -77.0% $46.26
949 BANC BANC OF CALIFORNIA INC Financial Services 30,464.0 $622K 0.00% -354K -92.1% $20.43 -8.7%
950 BRBR PUT BELLRING BRANDS INC Consumer Defensive 48,000.0 $621K 0.00% -29K -37.7% $12.94 -16.2%
951 FVRR FIVERR INTL LTD Communication Services 60,177.0 $621K 0.00% -74K -55.1% $10.32 -9.2%
952 SRPT SAREPTA THERAPEUTICS INC Healthcare 34,421.0 $619K 0.00% -254K -88.1% $17.97 +0.9%
953 GSL PUT GLOBAL SHIP LEASE INC Industrials 16,400.0 $617K 0.00% -40K -71.0% $37.60 +18.7%
954 CALL ETORO GROUP LTD 15,600.0 $616K 0.00% -48K -75.5% $39.47
955 NRG PUT NRG ENERGY INC Utilities 4,200.0 $613K 0.00% -100.0 -2.3% $146.06 -23.5%
956 TFC PUT TRUIST FINL CORP Financial Services 12,300.0 $613K 0.00% -38K -75.5% $49.82 +2.0%
957 NXT PUT NEXTPOWER INC Technology 5,100.0 $608K 0.00% -10K -66.5% $119.14 -28.9%
958 AIP CALL ARTERIS INC Technology 12,500.0 $607K 0.00% -18K -59.5% $48.59 -53.5%
959 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 27,200.0 $606K 0.00% -206K -88.3% $22.27 +8.5%
960 OLN CALL OLIN CORP Basic Materials 30,500.0 $605K 0.00% -52K -63.1% $19.82 -11.4%
Page 48 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%