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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 52 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 3,100.0 $523K 0.00% -1K -24.4% $168.66 -5.3%
1022 STNE CALL STONECO LTD Technology 48,200.0 $522K 0.00% -28K -36.7% $10.84 -11.9%
1023 IESC IES HOLDINGS INC Industrials 711.0 $522K 0.00% -577.0 -44.8% $734.66 -55.9%
1024 UUUU CALL ENERGY FUELS INC Energy 36,000.0 $522K 0.00% -19K -34.5% $14.50 +2.6%
1025 SRE CALL SEMPRA Utilities 5,600.0 $519K 0.00% -4K -40.4% $92.71 -8.8%
1026 MATX PUT MATSON INC Industrials 2,700.0 $519K 0.00% -800.0 -22.9% $192.23 +15.8%
1027 CROX CALL CROCS INC Consumer Cyclical 4,300.0 $519K 0.00% -2K -31.8% $120.64 +4.3%
1028 CNK PUT CINEMARK HLDGS INC Communication Services 16,300.0 $517K 0.00% -4K -18.9% $31.73 +21.0%
1029 PPL CALL PPL CORP Utilities 14,200.0 $516K 0.00% -67K -82.5% $36.35 -3.6%
1030 SRPT CALL SAREPTA THERAPEUTICS INC Healthcare 28,700.0 $516K 0.00% -27K -48.6% $17.97 +0.9%
1031 OMER PUT OMEROS CORP Healthcare 54,200.0 $515K 0.00% -28K -33.7% $9.51 +103.2%
1032 KLARNA GROUP PLC 25,328.0 $513K 0.00% -96K -79.1% $20.24
1033 ATI PUT ATI INC Industrials 2,600.0 $512K 0.00% -20K -88.7% $197.10 +6.4%
1034 HOOD PUT ROBINHOOD MKTS INC Financial Services 5,100.0 $511K 0.00% -51K -90.9% $100.28 +3.3%
1035 TOL CALL TOLL BROTHERS INC Consumer Cyclical 3,100.0 $511K 0.00% -6K -64.0% $164.75 -10.5%
1036 MTDR PUT MATADOR RES CO Energy 10,200.0 $508K 0.00% -16K -60.3% $49.78 +15.5%
1037 MOD PUT MODINE MFG CO Consumer Cyclical 1,900.0 $507K 0.00% -200.0 -9.5% $267.02 -29.5%
1038 PRGS CALL PROGRESS SOFTWARE CORP Technology 15,100.0 $507K 0.00% -1K -7.9% $33.58 +29.3%
1039 KNX CALL KNIGHT-SWIFT TRANSN HLDGS IN Industrials 6,500.0 $506K 0.00% -7K -50.8% $77.87 -11.2%
1040 IMO CALL IMPERIAL OIL LTD Energy 4,500.0 $504K 0.00% -4K -45.1% $112.02 +22.3%
Page 52 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%