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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 164 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 SBET CALL SHARPLINK INC Financial Services 35,200.0 $227K 0.00% +10K +40.2% $6.45 -1.9%
3262 DQ DAQO NEW ENERGY CORP Technology 10,656.0 $227K 0.00% -60K -84.9% $21.27 -15.6%
3263 SGRY PUT SURGERY PARTNERS INC Healthcare 19,000.0 $226K 0.00% +12K +163.9% $11.92 +13.2%
3264 PHR CALL PHREESIA INC Healthcare 27,000.0 $226K 0.00% +22K +400.0% $8.38 +5.6%
3265 MTN VAIL RESORTS INC Consumer Cyclical 1,760.0 $226K 0.00% +2K +1073.3% $128.32 -1.1%
3266 PBT PERMIAN BASIN RTY TR Energy 10,470.0 $225K 0.00% -2K -15.7% $21.52 +39.3%
3267 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 700.0 $225K 0.00% +600.0 +600.0% $321.40 +9.6%
3268 RMD CALL RESMED INC Healthcare 1,000.0 $224K 0.00% -5K -83.6% $224.48 -6.5%
3269 PLAY DAVE & BUSTERS ENTMT INC Communication Services 20,727.0 $224K 0.00% -43K -67.4% $10.83 +3.0%
3270 VOD VODAFONE GROUP PLC Communication Services 14,937.0 $224K 0.00% -129K -89.6% $15.02 +1.5%
3271 AOS CALL SMITH A O CORP Industrials 3,400.0 $224K 0.00% +800.0 +30.8% $65.94 -13.3%
3272 AYI PUT ACUITY INC Industrials 800.0 $224K 0.00% NEW $280.22 +0.3%
3273 TROX CALL TRONOX HOLDINGS PLC Basic Materials 22,900.0 $224K 0.00% -29K -55.5% $9.77 -18.4%
3274 YOU CALL CLEAR SECURE INC Technology 4,600.0 $223K 0.00% -48K -91.3% $48.41 +28.1%
3275 FOLD AMICUS THERAPEUTIC Healthcare 15,399.0 $223K 0.00% -11K -40.8% $14.46 +0.2%
3276 HLF CALL HERBALIFE LTD Consumer Defensive 15,100.0 $222K 0.00% -66K -81.3% $14.72 -13.8%
3277 CSIQ PUT CANADIAN SOLAR INC Energy 16,000.0 $222K 0.00% -52K -76.5% $13.85 +30.7%
3278 FLO CALL FLOWERS FOODS INC Consumer Defensive 27,000.0 $220K 0.00% -36K -57.3% $8.15 -14.0%
3279 TMDX TRANSMEDICS GROUP INC Healthcare 2,213.0 $220K 0.00% +561.0 +34.0% $99.41 -31.6%
3280 QLYS CALL QUALYS INC Technology 2,500.0 $220K 0.00% NEW $87.85 +14.5%
Page 164 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%