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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 23 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ARM PUT ARM HOLDINGS PLC Technology 25,700.0 $3.9M 0.02% -30K -53.6% $151.28 +47.5%
442 HOOD PUT ROBINHOOD MKTS INC Financial Services 56,100.0 $3.9M 0.02% -28K -33.7% $69.30 +11.3%
443 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 53,499.0 $3.9M 0.02% -55K -50.8% $72.46 +22.2%
444 SCHW SCHWAB CHARLES CORP Financial Services 41,246.0 $3.9M 0.02% -113K -73.3% $93.98 -1.7%
445 CWAN CALL CLEARWATER ANALYTICS HLDGS I Technology 163,600.0 $3.9M 0.02% -146K -47.2% $23.65 +3.2%
446 NEBIUS GROUP N.V. 37,073.0 $3.8M 0.02% -55K -59.9% $103.76
447 LRCX PUT LAM RESEARCH CORP Technology 18,000.0 $3.8M 0.02% -116K -86.6% $213.66 +30.1%
448 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 40,300.0 $3.8M 0.02% -5K -10.8% $95.41 +16.7%
449 MDB CALL MONGODB INC Technology 15,700.0 $3.8M 0.02% -16K -50.9% $244.77 +34.8%
450 TEM TEMPUS AI INC Healthcare 84,322.0 $3.8M 0.02% -86K -50.6% $45.22 -3.5%
451 CME CALL CME GROUP INC Financial Services 12,800.0 $3.8M 0.02% -3K -20.0% $295.35 +2.4%
452 INSM CALL INSMED INC Healthcare 23,100.0 $3.8M 0.02% -10K -29.1% $163.52 -34.5%
453 CELH CELSIUS HLDGS INC Consumer Defensive 105,582.0 $3.7M 0.02% -148K -58.4% $35.48 -17.9%
454 AFRM AFFIRM HLDGS INC Technology 81,542.0 $3.7M 0.02% -33K -28.5% $45.82 +42.5%
455 NFLX PUT NETFLIX INC. Communication Services 38,800.0 $3.7M 0.02% -181K -82.3% $96.15 -6.8%
456 URI PUT UNITED RENTALS INC Industrials 5,100.0 $3.7M 0.01% -100.0 -1.9% $728.56 +29.6%
457 TEM PUT TEMPUS AI INC Healthcare 82,100.0 $3.7M 0.01% -13K -13.8% $45.22 -3.5%
458 SEANERGY MARITIME HLDGS CORP 287,509.0 $3.7M 0.01% -7K -2.4% $12.91
459 FSLR CALL FIRST SOLAR INC Energy 18,700.0 $3.7M 0.01% -39K -67.5% $197.26 +18.4%
460 RDDT PUT REDDIT INC Communication Services 27,300.0 $3.7M 0.01% -17K -38.0% $134.65 +18.2%
Page 23 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%