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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 40 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TWLO PUT TWILIO INC Communication Services 13,700.0 $1.7M 0.01% -19K -58.5% $125.82 +49.2%
782 EL PUT LAUDER ESTEE COS INC Consumer Defensive 24,000.0 $1.7M 0.01% -34K -58.4% $71.77 +8.5%
783 LQD PUT ISHARES TR 15,800.0 $1.7M 0.01% -1.0M -98.5% $108.99 -1.0%
784 BIOHAVEN LTD 203,477.0 $1.7M 0.01% -651K -76.2% $8.46
785 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 24,400.0 $1.7M 0.01% -110K -81.8% $70.51 -21.7%
786 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 49,900.0 $1.7M 0.01% -14K -22.3% $34.33 -7.2%
787 SEI CALL SOLARIS ENERGY INFRAS INC Energy 30,300.0 $1.7M 0.01% -2K -5.9% $56.51 +29.6%
788 CYTK CALL CYTOKINETICS INC Healthcare 25,900.0 $1.7M 0.01% -1K -4.1% $65.91 +18.8%
789 DK CALL DELEK US HLDGS INC NEW Energy 37,800.0 $1.7M 0.01% -31K -45.1% $45.07 -1.6%
790 AR PUT ANTERO RESOURCES CORP Energy 40,100.0 $1.7M 0.01% -80K -66.6% $42.44 -10.1%
791 CPRT COPART INC Industrials 51,090.0 $1.7M 0.01% -37K -42.2% $33.20 -0.2%
792 EXC CALL EXELON CORP Utilities 34,500.0 $1.7M 0.01% -111K -76.3% $49.02 -8.3%
793 JD CALL JD.COM INC Consumer Cyclical 57,100.0 $1.7M 0.01% -92K -61.7% $29.57 +10.3%
794 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 26,100.0 $1.7M 0.01% -38K -59.5% $64.61 +43.9%
795 LEN CALL LENNAR CORP Consumer Cyclical 19,400.0 $1.7M 0.01% -48K -71.3% $86.84 -1.1%
796 YPF YPF SOCIEDAD ANONIMA Energy 36,408.0 $1.7M 0.01% -10K -20.8% $46.22 +1.2%
797 PAYX CALL PAYCHEX INC Industrials 18,200.0 $1.7M 0.01% -85K -82.4% $92.12 +2.4%
798 M CALL MACYS INC Consumer Cyclical 92,400.0 $1.7M 0.01% -14K -13.4% $18.09 +8.8%
799 WEN CALL WENDYS CO Consumer Cyclical 239,900.0 $1.7M 0.01% -334K -58.2% $6.95 +13.6%
800 WEC CALL WEC ENERGY GROUP INC Utilities 14,400.0 $1.7M 0.01% -9K -39.5% $115.77 -4.4%
Page 40 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%