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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 50 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CTSH PUT COGNIZANT TECHNOLOGY SOLUTIO Technology 14,600.0 $565K 0.00% -11K -42.3% $38.73 +60.6%
982 SVM PUT SILVERCORP METALS INC Basic Materials 55,900.0 $565K 0.00% -64K -53.6% $10.10 +25.2%
983 ED PUT CONSOLIDATED EDISON INC Utilities 5,100.0 $564K 0.00% -22K -81.5% $110.63 -2.6%
984 QDEL CALL QUIDELORTHO CORP Healthcare 32,200.0 $564K 0.00% -3K -7.7% $17.52 -17.3%
985 CALL TECHNIPFMC PLC 8,500.0 $564K 0.00% -2K -19.8% $66.30
986 GIS GENERAL MILLS INC Consumer Defensive 16,014.0 $557K 0.00% -76K -82.6% $34.80 +17.6%
987 BCS BARCLAYS PLC Financial Services 20,697.0 $556K 0.00% -72K -77.6% $26.86 +0.4%
988 LOVE CALL LOVESAC CO Consumer Cyclical 33,300.0 $556K 0.00% -5K -12.4% $16.69 -5.0%
989 OUSTER INC 8,885.0 $555K 0.00% -150K -94.4% $62.52
990 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 35,000.0 $555K 0.00% -30K -45.9% $15.87 -31.3%
991 ASX PUT ASE TECHNOLOGY HLDG CO LTD Technology 12,300.0 $555K 0.00% -23K -65.2% $45.12 -19.7%
992 WWD CALL WOODWARD INC Industrials 1,300.0 $553K 0.00% -2K -62.9% $425.44 -21.7%
993 NOG NORTHERN OIL & GAS INC Energy 30,404.0 $552K 0.00% -114K -79.0% $18.15 +47.9%
994 DAC CALL DANAOS CORPORATION Industrials 4,500.0 $551K 0.00% -100.0 -2.2% $122.37 +23.0%
995 SEDG SOLAREDGE TECHNOLOGIES INC Energy 9,408.0 $550K 0.00% -51K -84.5% $58.44 -48.5%
996 DT CALL DYNATRACE INC Technology 12,500.0 $549K 0.00% -5K -27.3% $43.91 +11.7%
997 CALL SOMNIGROUP INTERNATIONAL INC 7,000.0 $549K 0.00% -20K -74.3% $78.40
998 ESNT ESSENT GROUP LTD Financial Services 8,473.0 $545K 0.00% -178K -95.5% $64.28 +6.5%
999 AEO PUT AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 31,600.0 $544K 0.00% -6K -16.4% $17.20 -1.9%
1000 YELP CALL YELP INC Communication Services 22,000.0 $539K 0.00% -24K -52.5% $24.52 -2.8%
Page 50 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%