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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 19 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZS CALL ZSCALER INC Technology 34,200.0 $4.8M 0.02% -7K -16.4% $140.29 +24.6%
362 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 51,800.0 $4.8M 0.02% -8K -13.9% $92.31 -0.1%
363 DAR DARLING INGREDIENTS INC Consumer Defensive 76,932.0 $4.8M 0.02% -71K -48.1% $61.85 -2.5%
364 SEADRILL LTD 104,524.0 $4.8M 0.02% -825K -88.8% $45.50
365 MCD PUT MCDONALDS CORP Consumer Cyclical 15,300.0 $4.8M 0.02% -34K -69.0% $310.79 -8.9%
366 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 198,600.0 $4.7M 0.02% -241K -54.9% $23.81 +38.0%
367 EQX CALL EQUINOX GOLD CORP Basic Materials 327,000.0 $4.7M 0.02% -28K -7.8% $14.46 -14.5%
368 HPQ CALL HP INC Technology 245,900.0 $4.7M 0.02% -161K -39.6% $19.21 +8.1%
369 TROW PUT PRICE T ROWE GROUP INC Financial Services 52,000.0 $4.7M 0.02% -72K -57.9% $90.14 +13.0%
370 NUE PUT NUCOR CORP Basic Materials 27,600.0 $4.7M 0.02% -39K -58.6% $169.10 +32.0%
371 RSG CALL REPUBLIC SVCS INC Industrials 21,300.0 $4.7M 0.02% -7K -25.0% $219.02 -0.6%
372 PANW CALL PALO ALTO NETWORKS INC Technology 29,000.0 $4.6M 0.02% -45K -60.8% $160.32 +51.2%
373 LQD CALL ISHARES TR 42,200.0 $4.6M 0.02% -2.0M -97.9% $108.99 -1.6%
374 APH PUT AMPHENOL CORP Technology 36,400.0 $4.6M 0.02% -117K -76.3% $126.35 -5.3%
375 IREN PUT IREN LIMITED Financial Services 134,100.0 $4.6M 0.02% -29K -17.7% $34.28 +42.2%
376 RKLB CALL ROCKET LAB CORP Industrials 71,500.0 $4.6M 0.02% -119K -62.5% $64.22 +95.2%
377 APA PUT APA CORPORATION Energy 107,600.0 $4.6M 0.02% -104K -49.1% $42.44 -4.3%
378 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 19,700.0 $4.5M 0.02% -16K -45.0% $230.89 -7.0%
379 CAG PUT CONAGRA BRANDS INC Consumer Defensive 288,800.0 $4.5M 0.02% -274K -48.7% $15.72 -12.1%
380 GOOG CALL ALPHABET INC Communication Services 15,800.0 $4.5M 0.02% -6K -26.2% $286.86 +34.8%
Page 19 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%