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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 106 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 NTRS NORTHERN TR CORP Financial Services 150.0 $21K -1K -87.0% $139.57 +18.1%
2102 MNDY CALL MONDAY COM LTD Technology 300.0 $21K -10K -97.1% $69.11 +12.4%
2103 MTB PUT M & T BK CORP Financial Services 100.0 $21K -4K -97.5% $206.72 -0.3%
2104 BITFARMS LTD 10,461.0 $20K -1.0M -99.0% $1.95
2105 YELP YELP INC Communication Services 823.0 $20K -5K -85.7% $24.74 -11.0%
2106 PSN PARSONS CORP DEL Industrials 371.0 $20K -3K -87.7% $54.17 -5.6%
2107 OPCH OPTION CARE HEALTH INC Healthcare 745.0 $20K -15K -95.4% $26.92 -26.7%
2108 CE PUT CELANESE CORP DEL Basic Materials 300.0 $20K -28K -99.0% $65.77 -14.6%
2109 BFLY CALL BUTTERFLY NETWORK INC Healthcare 4,800.0 $19K -14K -74.7% $4.04 -5.7%
2110 VRNS PUT VARONIS SYS INC Technology 900.0 $19K -13K -93.6% $21.47 +34.7%
2111 VLO VALERO ENERGY CORP Energy 78.0 $19K -33K -99.8% $247.08 +4.9%
2112 GM GENERAL MTRS CO Consumer Cyclical 249.0 $19K -202K -99.9% $74.50 -0.4%
2113 OVV CALL OVINTIV INC Energy 300.0 $18K -21K -98.6% $59.36 +1.5%
2114 POWL POWELL INDS INC Industrials 32.0 $17K -2K -98.2% $541.09 -51.7%
2115 NMRA CALL NEUMORA THERAPEUTICS INC. Healthcare 8,500.0 $17K -13K -60.1% $1.95 -10.3%
2116 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 100.0 $17K -5K -98.0% $165.14 +7.0%
2117 MKTX CALL MARKETAXESS HLDGS INC Financial Services 100.0 $16K -700.0 -87.5% $164.98 -14.3%
2118 THC TENET HEALTHCARE CORP Healthcare 87.0 $16K -123K -99.9% $188.71 +4.4%
2119 MUR MURPHY OIL CORP Energy 388.0 $16K -21K -98.2% $41.25 -1.8%
2120 CRON CRONOS GROUP INC Healthcare 6,273.0 $16K -11K -64.7% $2.51 +4.2%
Page 106 of 112  ·  2,237 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%