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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 52 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 2,000.0 $1.0M 0.00% -5K -71.4% $522.71 -5.7%
1022 SU SUNCOR ENERGY INC NEW Energy 15,753.0 $1.0M 0.00% -4K -18.7% $66.11 +2.6%
1023 TTD THE TRADE DESK INC Technology 45,887.0 $1.0M 0.00% -113K -71.1% $22.69 -7.4%
1024 RH CALL RH Consumer Cyclical 7,400.0 $1.0M 0.00% -8K -51.6% $139.82 -4.8%
1025 CPA CALL COPA HOLDINGS SA Industrials 9,100.0 $1.0M 0.00% -4K -28.4% $113.61 +20.6%
1026 CME PUT CME GROUP INC Financial Services 3,500.0 $1.0M 0.00% -4K -50.0% $295.35 -2.1%
1027 MUR PUT MURPHY OIL CORP Energy 25,000.0 $1.0M 0.00% -59K -70.3% $41.25 -8.4%
1028 CAEP CANTOR EQUITY PARTNERS III I Financial Services 100,000.0 $1.0M 0.00% -50K -33.3% $10.31 +45.5%
1029 TM PUT TOYOTA MOTOR CORP Consumer Cyclical 5,000.0 $1.0M 0.00% -6K -55.0% $206.09 -7.8%
1030 AER PUT AERCAP HOLDINGS NV Industrials 7,500.0 $1.0M 0.00% -700.0 -8.5% $137.18 +1.7%
1031 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 7,500.0 $1.0M 0.00% -16K -68.1% $136.09 -9.0%
1032 LUNR PUT INTUITIVE MACHINES INC Industrials 54,700.0 $1.0M 0.00% -70K -56.2% $18.56 +84.5%
1033 CAH PUT CARDINAL HEALTH INC Healthcare 4,800.0 $1.0M 0.00% -36K -88.2% $211.31 -5.1%
1034 CAVA CAVA GROUP INC Consumer Cyclical 12,514.0 $1.0M 0.00% -10K -44.5% $80.90 +0.5%
1035 LYFT CALL LYFT INC Technology 75,800.0 $1.0M 0.00% -77K -50.4% $13.30 +1.4%
1036 PPG CALL PPG INDS INC Basic Materials 9,400.0 $1.0M 0.00% -44K -82.5% $106.88 -2.3%
1037 UUUU CALL ENERGY FUELS INC Energy 55,000.0 $1.0M 0.00% -12K -18.1% $18.25 -8.1%
1038 KD CALL KYNDRYL HLDGS INC Technology 76,400.0 $1.0M 0.00% -25K -24.4% $13.12 -8.0%
1039 DXCM PUT DEXCOM INC Healthcare 15,900.0 $999K 0.00% -86K -84.4% $62.80 +14.5%
1040 INBK FIRST INTERNET BANCORP Financial Services 48,702.0 $993K 0.00% -6K -11.3% $20.38 +18.5%
Page 52 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%