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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 26 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EFX EQUIFAX INC Industrials 17,339.0 $3.1M 0.01% +17K +6977.1% $180.07 -10.7%
502 USB CALL US BANCORP Financial Services 60,000.0 $3.1M 0.01% +57K +1900.0% $52.01 +2.5%
503 CMI CALL CUMMINS INC Industrials 5,800.0 $3.1M 0.01% +2K +75.8% $538.02 +22.6%
504 ED PUT CONSOLIDATED EDISON INC Utilities 27,500.0 $3.1M 0.01% +18K +177.8% $113.18 -5.9%
505 FIG FIGMA INC Technology 146,282.0 $3.1M 0.01% +22K +17.6% $21.14 +10.1%
506 SEDG SOLAREDGE TECHNOLOGIES INC Energy 60,539.0 $3.1M 0.01% +32K +114.5% $51.05 +6.8%
507 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 155,100.0 $3.1M 0.01% +18K +12.7% $19.78 -2.0%
508 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 447,737.0 $3.1M 0.01% +407K +995.1% $6.83 -0.1%
509 LUMN LUMEN TECHNOLOGIES INC Communication Services 437,389.0 $3.0M 0.01% +333K +317.8% $6.95 +32.2%
510 VALE CALL VALE S A Basic Materials 190,700.0 $3.0M 0.01% +159K +509.3% $15.91 +0.6%
511 DEO PUT DIAGEO PLC Consumer Defensive 40,700.0 $3.0M 0.01% +3K +7.4% $74.45 +13.2%
512 DASH CALL DOORDASH INC Communication Services 20,100.0 $3.0M 0.01% +700.0 +3.6% $150.15 +3.0%
513 MAN MANPOWERGROUP INC WIS Industrials 101,807.0 $3.0M 0.01% +30K +41.1% $29.46 -7.5%
514 TKO TKO GROUP HOLDINGS INC Communication Services 14,722.0 $3.0M 0.01% +14K +3012.5% $201.65 -4.3%
515 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 32,000.0 $3.0M 0.01% +6K +24.0% $92.31 -0.4%
516 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 19,300.0 $2.9M 0.01% +3K +16.3% $152.51 +6.9%
517 PCVX VAXCYTE INC Healthcare 50,650.0 $2.9M 0.01% +36K +242.1% $58.11 -16.1%
518 ESAB ESAB CORPORATION Industrials 30,399.0 $2.9M 0.01% +25K +506.4% $96.66 -12.6%
519 PUT BUNGE GLOBAL SA 23,000.0 $2.9M 0.01% +15K +173.8% $127.20
520 CALL BROOKFIELD ASSET MANAGMT LTD 65,800.0 $2.9M 0.01% +12K +22.8% $44.45
Page 26 of 65  ·  1,284 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%