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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 11 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CHRW CALL C H ROBINSON WORLDWIDE IN Industrials 68,300.0 $11.3M 0.05% +34K +98.0% $166.07 -1.5%
202 TSAKOS ENERGY NAVIGATION LTD 286,314.0 $11.3M 0.05% +248K +654.1% $39.46
203 SHIFT4 PMTS INC 12,000,000.0 $11.3M 0.05% +7.0M +140.0% $0.94
204 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 156,651.0 $11.0M 0.05% +131K +509.4% $70.51 -22.2%
205 PBR CALL PETROLEO BRASILEIRO S A Energy 526,200.0 $10.9M 0.04% +433K +462.8% $20.75 -4.7%
206 NOW CALL SERVICENOW INC Technology 104,200.0 $10.9M 0.04% +30K +40.0% $104.55 -13.4%
207 AMBA AMBARELLA INC Technology 210,934.0 $10.9M 0.04% +202K +2201.8% $51.48 +57.7%
208 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 86,274.0 $10.8M 0.04% +38K +78.0% $125.46 +5.7%
209 ISRG CALL INTUITIVE SURGICAL INC Healthcare 23,400.0 $10.8M 0.04% +9K +64.8% $460.99 -7.1%
210 HL HECLA MINING COMPANY Basic Materials 576,463.0 $10.7M 0.04% +575K +10000.0% $18.63 +4.4%
211 SLB CALL SLB LIMITED Energy 204,500.0 $10.5M 0.04% +8K +4.0% $51.39 +8.5%
212 UAL CALL UNITED AIRLS HLDGS INC Industrials 112,500.0 $10.4M 0.04% +8K +7.7% $92.07 +4.3%
213 XLF SELECT SECTOR SPDR TR 208,853.0 $10.3M 0.04% +120K +136.2% $49.37 +3.6%
214 NMM NAVIOS MARITIME PARTNERS LP Industrials 149,527.0 $10.1M 0.04% +144K +2447.7% $67.48 +5.6%
215 QS QUANTUMSCAPE CORP Consumer Cyclical 1,578,872.0 $10.1M 0.04% +955K +153.0% $6.38 +34.8%
216 FRSH FRESHWORKS INC Technology 1,247,655.0 $10.0M 0.04% +1.2M +2480.8% $8.03 +4.9%
217 SHAK SHAKE SHACK INC Consumer Cyclical 112,856.0 $10.0M 0.04% +102K +958.2% $88.47 -30.1%
218 KMPR KEMPER CORP Financial Services 325,197.0 $9.9M 0.04% +164K +102.1% $30.56 -1.3%
219 AEHR AEHR TEST SYS Technology 267,187.0 $9.9M 0.04% +262K +5576.4% $37.08 +168.3%
220 XLF CALL SELECT SECTOR SPDR TR 200,000.0 $9.9M 0.04% +86K +74.8% $49.37 +3.6%
Page 11 of 65  ·  1,284 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%