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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 27 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NET CALL CLOUDFLARE INC Technology 14,800.0 $3.1M 0.01% -44K -74.9% $206.34 -2.2%
522 SO CALL SOUTHERN CO Utilities 31,600.0 $3.1M 0.01% -35K -52.8% $96.52 -2.9%
523 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 201,600.0 $3.0M 0.01% -469K -70.0% $15.05 -11.3%
524 LOW PUT LOWES COS INC Consumer Cyclical 12,800.0 $3.0M 0.01% -15K -53.8% $236.28 -7.7%
525 HIMS PUT HIMS & HERS HEALTH INC Healthcare 143,200.0 $3.0M 0.01% -404K -73.8% $20.76 +7.4%
526 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 138,300.0 $3.0M 0.01% -163K -54.1% $21.48 -12.5%
527 FND CALL FLOOR & DECOR HLDGS INC Consumer Cyclical 58,100.0 $3.0M 0.01% -58K -50.2% $50.80 -11.5%
528 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 136,400.0 $2.9M 0.01% -90K -39.6% $21.62 +15.6%
529 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 700.0 $2.9M 0.01% -2K -75.0% $4210.32 -96.3%
530 SMCI PUT SUPER MICRO COMPUTER INC Technology 129,000.0 $2.9M 0.01% -215K -62.5% $22.77 +35.5%
531 BRO BROWN & BROWN INC Financial Services 44,825.0 $2.9M 0.01% -25K -35.4% $65.21 -10.9%
532 TGT PUT TARGET CORP Consumer Defensive 24,100.0 $2.9M 0.01% -143K -85.5% $121.20 +1.8%
533 GD CALL GENERAL DYNAMICS CORP Industrials 8,500.0 $2.9M 0.01% -5K -37.0% $343.22 -0.0%
534 CHWY PUT CHEWY INC Consumer Cyclical 107,700.0 $2.9M 0.01% -90K -45.4% $27.00 -27.2%
535 MEDP MEDPACE HLDGS INC Healthcare 5,995.0 $2.9M 0.01% -3K -34.5% $480.19 -12.4%
536 ICHR ICHOR HOLDINGS Technology 61,708.0 $2.9M 0.01% -201K -76.5% $46.61 +42.9%
537 CAH CALL CARDINAL HEALTH INC Healthcare 13,600.0 $2.9M 0.01% -8K -35.9% $211.31 -5.2%
538 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 33,900.0 $2.9M 0.01% -32K -48.6% $84.59 +102.5%
539 DECK DECKERS OUTDOOR CORP Consumer Cyclical 28,585.0 $2.9M 0.01% -583K -95.3% $100.09 -5.5%
540 GFI CALL GOLD FIELDS LTD Basic Materials 62,200.0 $2.8M 0.01% -87K -58.3% $45.40 -10.7%
Page 27 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%