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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 34 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DOCN CALL DIGITALOCEAN HLDGS INC Technology 26,200.0 $2.2M 0.01% -24K -48.0% $85.78 +78.1%
662 ENPH CALL ENPHASE ENERGY INC Energy 59,100.0 $2.2M 0.01% -92K -60.9% $37.81 +24.4%
663 SNCY SUN CTRY AIRLS HLDGS INC Industrials 134,810.0 $2.2M 0.01% -107K -44.2% $16.52 -2.1%
664 NXPI PUT NXP SEMICONDUCTORS N V Technology 11,300.0 $2.2M 0.01% -5K -29.8% $196.86 +50.3%
665 RY PUT ROYAL BK CDA Financial Services 13,700.0 $2.2M 0.01% -6K -30.1% $161.78 +13.9%
666 VALE VALE S A Basic Materials 138,966.0 $2.2M 0.01% -72K -34.1% $15.91 +1.3%
667 TPR CALL TAPESTRY INC Consumer Cyclical 15,600.0 $2.2M 0.01% -26K -62.8% $141.11 -6.7%
668 ONON PUT ON HLDG AG Consumer Cyclical 64,700.0 $2.2M 0.01% -104K -61.7% $34.02 +7.9%
669 APLD PUT APPLIED DIGITAL CORP Technology 92,500.0 $2.2M 0.01% -78K -45.7% $23.74 +54.3%
670 LYFT PUT LYFT INC Technology 165,100.0 $2.2M 0.01% -290K -63.8% $13.30 -3.4%
671 MP PUT MP MATERIALS CORP Basic Materials 45,500.0 $2.2M 0.01% -118K -72.1% $48.26 +13.1%
672 DRI PUT DARDEN RESTAURANTS INC Consumer Cyclical 11,200.0 $2.2M 0.01% -26K -69.6% $196.04 -1.8%
673 NXT CALL NEXTPOWER INC Technology 18,200.0 $2.2M 0.01% -34K -65.4% $120.55 +4.3%
674 ON ON SEMICONDUCTOR CORP Technology 35,154.0 $2.2M 0.01% -326K -90.3% $61.92 +73.7%
675 LYFT LYFT INC Technology 161,891.0 $2.2M 0.01% -317K -66.2% $13.30 -3.4%
676 CPRT PUT COPART INC Industrials 64,800.0 $2.2M 0.01% -78K -54.6% $33.20 -2.3%
677 W PUT WAYFAIR INC Consumer Cyclical 28,600.0 $2.2M 0.01% -94K -76.6% $75.21 -24.0%
678 HYG CALL ISHARES TR 26,900.0 $2.1M 0.01% -15K -36.0% $79.56 -0.1%
679 EQT PUT EQT CORP Energy 33,500.0 $2.1M 0.01% -73K -68.7% $63.64 -7.1%
680 ONTO ONTO INNOVATION INC Technology 10,392.0 $2.1M 0.01% -59K -85.0% $205.07 +23.9%
Page 34 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%