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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 51 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 PTGX CALL PROTAGONIST THERAPEUTICS INC Healthcare 4,400.0 $539K 0.00% -26K -85.7% $122.58 +26.2%
1002 VKTX CALL VIKING THERAPEUTICS INC Healthcare 13,800.0 $538K 0.00% -19K -58.2% $39.01 -14.8%
1003 CCCC C4 THERAPEUTICS INC Healthcare 115,125.0 $538K 0.00% -124K -51.9% $4.67 -12.2%
1004 FOXA CALL FOX CORP Communication Services 10,300.0 $537K 0.00% -3K -23.7% $52.16 +32.7%
1005 LEU PUT CENTRUS ENERGY CORP Energy 3,200.0 $537K 0.00% -2K -31.9% $167.87 +5.5%
1006 JOBY PUT JOBY AVIATION INC Industrials 60,100.0 $536K 0.00% -26K -30.3% $8.92 -19.4%
1007 HBAN PUT HUNTINGTON BANCSHARES INC Financial Services 30,200.0 $535K 0.00% -68K -69.2% $17.73 -3.9%
1008 SMTC CALL SEMTECH CORP Technology 3,300.0 $534K 0.00% -5K -61.2% $161.85 -25.3%
1009 MKSI CALL MKS INC. Technology 1,200.0 $534K 0.00% -600.0 -33.3% $444.80 -39.5%
1010 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,380.0 $534K 0.00% -2K -54.4% $386.73 +4.1%
1011 VICR CALL VICOR CORP Technology 1,400.0 $532K 0.00% -4K -75.4% $379.78 -50.0%
1012 PUT HUT 8 CORP 4,600.0 $531K 0.00% -37K -89.0% $115.44
1013 ESTC CALL ELASTIC N V Technology 9,300.0 $530K 0.00% -3K -26.8% $57.02 +46.0%
1014 PICS NV 49,836.0 $530K 0.00% -34K -40.7% $10.63
1015 CALL GLOBUS MED INC 6,700.0 $529K 0.00% -10K -59.4% $79.01
1016 PRU CALL PRUDENTIAL FINL INC Financial Services 4,900.0 $529K 0.00% -8K -63.2% $107.93 +13.7%
1017 ELF E L F BEAUTY INC Consumer Defensive 7,129.0 $528K 0.00% -5K -39.2% $74.00 +43.2%
1018 FLNC CALL FLUENCE ENERGY INC Utilities 26,500.0 $527K 0.00% -2K -6.4% $19.88 -45.4%
1019 AROC PUT ARCHROCK INC Energy 12,900.0 $525K 0.00% -4K -21.8% $40.71 -24.6%
1020 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 6,000.0 $523K 0.00% -2K -29.4% $87.22 +12.9%
Page 51 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%