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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 61 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 CASY PUT CASEYS GEN STORES INC Consumer Cyclical 400.0 $318K 0.00% -2K -81.8% $794.79 +5.2%
1202 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 3,900.0 $318K 0.00% -11K -73.8% $81.51 +6.9%
1203 NXE CALL NEXGEN ENERGY LTD Energy 33,800.0 $317K 0.00% -75K -69.0% $9.39 +15.7%
1204 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 700.0 $316K 0.00% -1K -65.0% $450.98 +15.6%
1205 ICHR ICHOR HOLDINGS Technology 2,806.0 $315K 0.00% -59K -95.5% $112.28 -46.4%
1206 SJM CALL SMUCKER J M CO Consumer Defensive 2,800.0 $315K 0.00% -11K -79.9% $112.50 +10.5%
1207 AME CALL AMETEK INC Industrials 1,300.0 $315K 0.00% -5K -78.7% $241.94 -1.0%
1208 ICLR CALL ICON PUB LTD CO Healthcare 1,800.0 $313K 0.00% -4K -66.7% $173.71 -0.9%
1209 RMD PUT RESMED INC Healthcare 1,600.0 $312K 0.00% -4K -70.4% $194.88 +18.8%
1210 IT PUT GARTNER INC Technology 2,400.0 $311K 0.00% -5K -67.1% $129.62 +51.1%
1211 PAAS PUT PAN AMERN SILVER CORP Basic Materials 6,900.0 $309K 0.00% -87K -92.7% $44.79 +18.5%
1212 TLN CALL TALEN ENERGY CORP Utilities 800.0 $307K 0.00% -200.0 -20.0% $384.26 -18.2%
1213 EVR PUT EVERCORE INC Financial Services 900.0 $307K 0.00% -12K -92.7% $341.44 -14.5%
1214 BMBL CALL BUMBLE INC Technology 95,500.0 $306K 0.00% -27K -22.3% $3.20 -12.5%
1215 QBTS D-WAVE QUANTUM INC Technology 12,723.0 $305K 0.00% -515K -97.6% $23.99 -15.0%
1216 MMYT PUT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 5,700.0 $304K 0.00% -10K -62.8% $53.29 +13.5%
1217 LQDA PUT LIQUIDIA CORPORATION Healthcare 3,800.0 $303K 0.00% -8K -68.1% $79.73 -13.9%
1218 ASO CALL ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,400.0 $302K 0.00% -9K -58.4% $47.13 -2.8%
1219 RAIL FREIGHTCAR AMER INC Industrials 30,907.0 $301K 0.00% -12K -28.7% $9.74 -24.3%
1220 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 400.0 $299K 0.00% -20K -98.0% $746.77 +2.5%
Page 61 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%