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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 153 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 ICUI CALL ICU MED INC Healthcare 2,400.0 $310K 0.00% NEW $129.15 +1.7%
3042 WGO CALL WINNEBAGO INDS INC Consumer Cyclical 10,000.0 $310K 0.00% +2K +33.3% $30.99 -5.9%
3043 DAR CALL DARLING INGREDIENTS INC Consumer Defensive 5,000.0 $309K 0.00% -13K -71.8% $61.85 -6.5%
3044 KLIC PUT KULICKE & SOFFA INDS INC Technology 4,700.0 $309K 0.00% NEW $65.72 +53.8%
3045 NVAX NOVAVAX INC Healthcare 37,920.0 $309K 0.00% -52K -57.7% $8.14 +10.3%
3046 XRAY PUT DENTSPLY SIRONA INC Healthcare 26,600.0 $309K 0.00% -6K -19.6% $11.60 -15.2%
3047 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,246.0 $308K 0.00% NEW $137.13 -0.2%
3048 KNSL PUT KINSALE CAP GROUP INC Financial Services 900.0 $307K 0.00% NEW $341.66 -8.7%
3049 ORA ORMAT TECHNOLOGIES INC Utilities 2,746.0 $307K 0.00% +2K +290.6% $111.92 +19.6%
3050 ACLS CALL AXCELIS TECHNOLOGIES INC Technology 3,300.0 $307K 0.00% +1K +73.7% $93.08 +63.8%
3051 PUT HYCROFT MINING HOLDING CORP 8,700.0 $306K 0.00% NEW $35.20
3052 RES PUT RPC INC Energy 43,200.0 $306K 0.00% NEW $7.08 -0.1%
3053 FMNB FARMERS NATIONAL BANC CORP Financial Services 23,187.0 $305K 0.00% NEW $13.16 +8.2%
3054 DY CALL DYCOM INDS INC Industrials 900.0 $305K 0.00% -200.0 -18.2% $338.82 +22.3%
3055 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 6,400.0 $304K 0.00% -7K -52.2% $47.57 +4.9%
3056 NVMI PUT NOVA LTD Technology 700.0 $304K 0.00% -300.0 -30.0% $434.28 +14.3%
3057 AVTR CALL AVANTOR INC Healthcare 38,700.0 $303K 0.00% -69K -64.1% $7.84 +0.4%
3058 UPST UPSTART HLDGS INC Financial Services 11,815.0 $303K 0.00% -138K -92.1% $25.65 +12.4%
3059 VMD VIEMED HEALTHCARE INC Healthcare 32,887.0 $303K 0.00% +8K +31.7% $9.21 +5.1%
3060 AMTM PUT AMENTUM HOLDINGS INC Industrials 11,600.0 $303K 0.00% +5K +68.1% $26.08 -11.2%
Page 153 of 216  ·  4,317 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%