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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 43 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7,700.0 $1.5M 0.01% -37K -82.7% $197.50 +19.8%
842 HSBC CALL HSBC HLDGS PLC Financial Services 18,400.0 $1.5M 0.01% -51K -73.5% $82.49 +11.6%
843 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 76,416.0 $1.5M 0.01% -37K -32.6% $19.78 -0.9%
844 IP INTERNATIONAL PAPER CO Consumer Cyclical 42,140.0 $1.5M 0.01% -21K -33.1% $35.70 -11.8%
845 MKC PUT MCCORMICK & CO INC Consumer Defensive 29,800.0 $1.5M 0.01% -8K -21.6% $50.44 -6.9%
846 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 29,400.0 $1.5M 0.01% -58K -66.2% $51.05 +10.1%
847 AA CALL ALCOA CORP Basic Materials 22,600.0 $1.5M 0.01% -151K -87.0% $66.33 -0.1%
848 OTIS OTIS WORLDWIDE CORP Industrials 19,391.0 $1.5M 0.01% -160K -89.2% $77.08 -7.1%
849 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 121,300.0 $1.5M 0.01% -250K -67.3% $12.32 -3.9%
850 CROX PUT CROCS INC Consumer Cyclical 18,000.0 $1.5M 0.01% -30K -62.5% $83.02 +31.2%
851 ALL CALL ALLSTATE CORP Financial Services 7,200.0 $1.5M 0.01% -18K -71.8% $207.34 +3.4%
852 PPG PUT PPG INDS INC Basic Materials 13,900.0 $1.5M 0.01% -37K -72.6% $106.88 -2.3%
853 EMN CALL EASTMAN CHEM CO Basic Materials 19,400.0 $1.5M 0.01% -37K -65.6% $76.32 -4.1%
854 CVNA PUT CARVANA CO Consumer Cyclical 4,700.0 $1.5M 0.01% -9K -64.7% $314.38 -79.5%
855 SSRM CALL SSR MINING IN Basic Materials 49,900.0 $1.5M 0.01% -143K -74.2% $29.40 +4.6%
856 ATEC ALPHATEC HLDGS INC Healthcare 134,800.0 $1.5M 0.01% -1.4M -91.4% $10.88 -24.4%
857 CALL NEBIUS GROUP N.V. 14,100.0 $1.5M 0.01% -77K -84.5% $103.76
858 F PUT FORD MTR CO Consumer Cyclical 126,600.0 $1.5M 0.01% -4K -3.0% $11.54 +18.5%
859 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 8,300.0 $1.5M 0.01% -8K -47.8% $175.48 +50.7%
860 ZM PUT ZOOM COMMUNICATIONS INC Technology 18,100.0 $1.5M 0.01% -58K -76.2% $80.39 +23.7%
Page 43 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%