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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 54 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MLTX CALL MOONLAKE IMMUNOTHERAPEUTICS Healthcare 50,800.0 $947K 0.00% -4K -7.0% $18.64 -0.9%
1062 RELY CALL REMITLY GLOBAL INC Technology 60,300.0 $945K 0.00% -12K -16.8% $15.67 +37.7%
1063 CPNG CALL COUPANG INC Consumer Cyclical 50,000.0 $944K 0.00% -66K -57.0% $18.88 -16.7%
1064 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,100.0 $943K 0.00% -15K -83.1% $304.08 +6.1%
1065 BROS PUT DUTCH BROS INC Consumer Cyclical 18,600.0 $942K 0.00% -87K -82.3% $50.66 +5.5%
1066 NIO NIO INC Consumer Cyclical 155,324.0 $937K 0.00% -94K -37.6% $6.03 -7.1%
1067 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 14,900.0 $934K 0.00% -45K -75.0% $62.70 +20.5%
1068 BAX PUT BAXTER INTL INC Healthcare 55,400.0 $931K 0.00% -197K -78.0% $16.80 +13.3%
1069 ARM ARM HOLDINGS PLC Technology 6,146.0 $930K 0.00% -27K -81.4% $151.28 +97.1%
1070 ENR CALL ENERGIZER HLDGS INC Industrials 56,600.0 $929K 0.00% -7K -10.6% $16.42 +5.4%
1071 REGN CALL REGENERON PHARMACEUTICALS Healthcare 1,200.0 $927K 0.00% -3K -68.4% $772.64 -15.9%
1072 BRBR CALL BELLRING BRANDS INC Consumer Defensive 57,600.0 $927K 0.00% -28K -32.9% $16.09 -43.8%
1073 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 91,645.0 $926K 0.00% -33K -26.7% $10.10 +1.8%
1074 FITB CALL FIFTH THIRD BANCORP Financial Services 19,900.0 $925K 0.00% -8K -28.2% $46.46 +5.8%
1075 EMR EMERSON ELEC CO Industrials 7,054.0 $924K 0.00% -178K -96.2% $131.02 +3.0%
1076 PCAR PUT PACCAR INC Industrials 8,000.0 $924K 0.00% -12K -59.8% $115.50 -5.3%
1077 SFM SPROUTS FMRS MKT INC Consumer Defensive 11,966.0 $923K 0.00% -107K -89.9% $77.13 +14.7%
1078 DRI CALL DARDEN RESTAURANTS INC Consumer Cyclical 4,700.0 $921K 0.00% -20K -80.6% $196.04 +0.5%
1079 POET CALL POET TECHNOLOGIES INC Technology 154,500.0 $918K 0.00% -41K -20.9% $5.94 +148.8%
1080 VICR CALL VICOR CORP Technology 5,700.0 $918K 0.00% -11K -66.5% $161.00 +64.1%
Page 54 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%