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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 165 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 KNSL KINSALE CAP GROUP INC Financial Services 642.0 $219K 0.00% NEW $341.66 -8.7%
3282 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 9,500.0 $219K 0.00% -15K -60.6% $23.08 +17.2%
3283 CRVL CORVEL CORP Financial Services 4,009.0 $219K 0.00% -53K -93.0% $54.65 +12.6%
3284 MGNX CALL MACROGENICS INC Healthcare 75,800.0 $219K 0.00% NEW $2.89 +46.7%
3285 LUNR CALL INTUITIVE MACHINES INC Industrials 11,800.0 $219K 0.00% -21K -63.6% $18.56 +84.5%
3286 JACK PUT JACK IN THE BOX INC Consumer Cyclical 22,600.0 $219K 0.00% -28K -55.7% $9.67 +17.4%
3287 BBAI CALL BIGBEAR AI HLDGS INC Technology 62,000.0 $218K 0.00% -366K -85.5% $3.52 +19.3%
3288 VSCO PUT VICTORIAS SECRET AND CO Consumer Cyclical 4,700.0 $218K 0.00% -11K -70.1% $46.36 +2.9%
3289 GTN CALL GRAY MEDIA INC Communication Services 50,200.0 $218K 0.00% NEW $4.34 -4.8%
3290 VMC PUT VULCAN MATLS CO Basic Materials 800.0 $218K 0.00% -1K -61.9% $272.30 -3.3%
3291 LYG CALL LLOYDS BANKING GROUP PLC Financial Services 43,300.0 $218K 0.00% NEW $5.03 +7.6%
3292 UCTT CALL ULTRA CLEAN HLDGS INC Technology 3,500.0 $218K 0.00% +1K +40.0% $62.18 +29.0%
3293 DPZ DOMINOS PIZZA INC Consumer Cyclical 606.0 $217K 0.00% -27K -97.8% $358.79 -11.8%
3294 VLYPN PUT VALLEY NATL BANCORP Financial Services 17,700.0 $217K 0.00% NEW $12.28 +110.7%
3295 ROP ROPER TECHNOLOGIES INC Industrials 612.0 $217K 0.00% NEW $353.86 -7.1%
3296 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7,700.0 $216K 0.00% -33K -80.9% $28.11 +13.1%
3297 ACAD CALL ACADIA PHARMACEUTICALS INC Healthcare 9,700.0 $216K 0.00% +5K +90.2% $22.26 -4.2%
3298 DGX PUT QUEST DIAGNOSTICS INC Healthcare 1,100.0 $216K 0.00% -18K -94.3% $195.98 -1.1%
3299 PUT GLOBUS MED INC 2,500.0 $215K 0.00% -1K -32.4% $86.16
3300 RSI CALL RUSH STREET INTERACTIVE INC Consumer Cyclical 9,900.0 $215K 0.00% -4K -29.3% $21.75 +27.1%
Page 165 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%