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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 57 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 S SENTINELONE INC Technology 65,105.0 $839K 0.00% -791K -92.4% $12.88 +39.5%
1122 SWK CALL STANLEY BLACK & DECKER INC Industrials 11,800.0 $839K 0.00% -38K -76.5% $71.06 +5.5%
1123 WING CALL WINGSTOP INC Consumer Cyclical 5,400.0 $837K 0.00% -4K -42.5% $154.97 -17.3%
1124 BJ PUT BJS WHSL CLUB HLDGS INC Consumer Defensive 8,500.0 $837K 0.00% -39K -82.1% $98.42 -4.1%
1125 FIG PUT FIGMA INC Technology 39,500.0 $835K 0.00% -98K -71.2% $21.14 +2.1%
1126 ALB CALL ALBEMARLE CORP Basic Materials 4,600.0 $826K 0.00% -8K -63.5% $179.53 -5.4%
1127 LKQ PUT LKQ CORP Consumer Cyclical 28,100.0 $825K 0.00% -21K -42.3% $29.37 -8.5%
1128 REAL THE REALREAL INC Consumer Cyclical 90,849.0 $825K 0.00% -742K -89.1% $9.08 +4.0%
1129 CLX CLOROX CO DEL Consumer Defensive 7,952.0 $824K 0.00% -9K -51.7% $103.63 -8.2%
1130 PLTR PALANTIR TECHNOLOGIES INC Technology 5,630.0 $824K 0.00% -89K -94.0% $146.28 -6.2%
1131 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 15,600.0 $823K 0.00% -78K -83.3% $52.75 +11.1%
1132 PINS PUT PINTEREST INC Communication Services 44,800.0 $822K 0.00% -178K -79.9% $18.34 +2.6%
1133 SYK PUT STRYKER CORPORATION Healthcare 2,500.0 $821K 0.00% -11K -81.6% $328.59 -2.2%
1134 HALO CALL HALOZYME THERAPEUTICS INC Healthcare 12,700.0 $821K 0.00% -1K -9.3% $64.63 +6.0%
1135 SMR CALL NUSCALE PWR CORP Utilities 75,700.0 $821K 0.00% -37K -32.7% $10.84 -4.2%
1136 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 2,500.0 $818K 0.00% -7K -72.8% $327.07 +13.3%
1137 NU CALL NU HLDGS LTD Financial Services 56,900.0 $818K 0.00% -23K -29.0% $14.37 -8.4%
1138 GLNG CALL GOLAR LNG LTD Energy 15,100.0 $817K 0.00% -24K -61.8% $54.11 -3.3%
1139 LEU PUT CENTRUS ENERGY CORP Energy 4,700.0 $816K 0.00% -35K -88.2% $173.59 +2.1%
1140 GLBE CALL GLOBAL E ONLINE LTD Consumer Cyclical 26,400.0 $814K 0.00% -6K -17.8% $30.85 -2.3%
Page 57 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%