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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 43 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 MTDR MATADOR RES CO Energy 14,363.0 $907K 0.00% +6K +77.0% $63.18 -3.8%
842 HIG PUT HARTFORD INSURANCE GROUP INC Financial Services 6,700.0 $906K 0.00% +2K +59.5% $135.23 +1.0%
843 OR PUT OR ROYALTIES INC. Basic Materials 23,700.0 $901K 0.00% +12K +97.5% $38.02 -4.2%
844 HIMALAYA SHIPPING LTD 67,723.0 $901K 0.00% +16K +30.8% $13.30
845 ASX ASE TECHNOLOGY HLDG CO LTD Technology 41,302.0 $895K 0.00% +20K +97.2% $21.68 +42.5%
846 GEN PUT GEN DIGITAL INC Technology 47,400.0 $893K 0.00% +34K +241.0% $18.83 +29.3%
847 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 12,855.0 $892K 0.00% +10K +346.4% $69.37 +18.1%
848 ARES ARES MANAGEMENT CORPORATION Financial Services 8,147.0 $889K 0.00% +5K +174.0% $109.10 +11.0%
849 PBI PUT PITNEY BOWES INC Industrials 80,200.0 $886K 0.00% +53K +197.0% $11.05 +49.0%
850 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 81,800.0 $886K 0.00% +17K +26.8% $10.83 -4.0%
851 EGO ELDORADO GOLD CORP NEW Basic Materials 25,657.0 $881K 0.00% +25K +10000.0% $34.33 -7.7%
852 FLY PUT FIREFLY AEROSPACE INC Industrials 30,600.0 $871K 0.00% +25K +477.4% $28.47 +54.4%
853 INOD CALL INNODATA INC Technology 22,500.0 $869K 0.00% +12K +108.3% $38.62 +145.3%
854 AMTM CALL AMENTUM HOLDINGS INC Industrials 33,300.0 $868K 0.00% +20K +154.2% $26.08 -13.2%
855 MLI PUT MUELLER INDS INC Industrials 7,800.0 $864K 0.00% +7K +1014.3% $110.80 +22.9%
856 OMER PUT OMEROS CORP Healthcare 81,800.0 $864K 0.00% +47K +133.7% $10.56 +10.8%
857 BILL CALL BILL HOLDINGS INC Technology 22,400.0 $858K 0.00% +8K +50.3% $38.30 -1.4%
858 SN PUT SHARKNINJA INC Consumer Cyclical 8,100.0 $858K 0.00% +5K +161.3% $105.90 +0.5%
859 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 61,711.0 $858K 0.00% +56K +975.1% $13.90 -8.3%
860 RNG PUT RINGCENTRAL INC Technology 23,000.0 $855K 0.00% +19K +434.9% $37.19 +9.4%
Page 43 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%