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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 37 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PWR CALL QUANTA SVCS INC Industrials 3,500.0 $1.9M 0.01% -12K -76.7% $549.02 +30.4%
722 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 23,800.0 $1.9M 0.01% -209K -89.8% $80.56 -11.1%
723 IOT PUT SAMSARA INC Technology 60,300.0 $1.9M 0.01% -295K -83.0% $31.69 -4.5%
724 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 126,900.0 $1.9M 0.01% -228K -64.3% $15.05 -10.4%
725 ONON ON HLDG AG Consumer Cyclical 56,087.0 $1.9M 0.01% -500K -89.9% $34.02 +10.1%
726 KSS CALL KOHLS CORP Consumer Cyclical 147,700.0 $1.9M 0.01% -29K -16.3% $12.90 -6.8%
727 SONY CALL SONY GROUP CORP Technology 91,900.0 $1.9M 0.01% -216K -70.2% $20.70 +9.6%
728 BWXT CALL BWX TECHNOLOGIES INC Industrials 9,300.0 $1.9M 0.01% -12K -55.7% $204.49 -1.0%
729 PUT BLOCK INC 31,500.0 $1.9M 0.01% -181K -85.2% $60.18
730 RACE CALL FERRARI N V Consumer Cyclical 5,600.0 $1.9M 0.01% -3K -34.1% $338.45 +0.1%
731 URI CALL UNITED RENTALS INC Industrials 2,600.0 $1.9M 0.01% -2K -36.6% $728.56 +28.3%
732 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 8,200.0 $1.9M 0.01% -24K -74.9% $230.89 -6.4%
733 ALC PUT ALCON AG Healthcare 25,100.0 $1.9M 0.01% -30K -54.7% $75.35 -10.5%
734 HWM CALL HOWMET AEROSPACE INC Industrials 8,200.0 $1.9M 0.01% -7K -46.0% $230.46 +13.4%
735 CSL CARLISLE COS INC Industrials 5,657.0 $1.9M 0.01% -19K -77.5% $333.62 -1.6%
736 RKT CALL ROCKET COS INC Financial Services 132,300.0 $1.9M 0.01% -244K -64.9% $14.25 -5.7%
737 NEWAMSTERDAM PHARMA COMPANY 58,434.0 $1.9M 0.01% -38K -39.3% $32.01
738 BMRN CALL BIOMARIN PHARMACEUTICAL INC Healthcare 33,100.0 $1.9M 0.01% -3K -8.3% $56.49 -11.1%
739 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 3,800.0 $1.9M 0.01% -15K -80.0% $491.53 -9.2%
740 TRV CALL TRAVELERS COMPANIES INC Financial Services 6,400.0 $1.9M 0.01% -1K -14.7% $291.68 +5.0%
Page 37 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%