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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 18 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 370,600.0 $5.9M 0.02% +72K +23.9% $15.88 -1.7%
342 MOS MOSAIC CO Basic Materials 229,385.0 $5.8M 0.02% +203K +778.4% $25.50 -14.7%
343 JOBY JOBY AVIATION INC Industrials 707,908.0 $5.8M 0.02% +561K +382.1% $8.26 +25.4%
344 CRWV COREWEAVE INC Technology 74,824.0 $5.8M 0.02% +37K +96.0% $77.47 +38.5%
345 QFIN QFIN HOLDINGS INC Financial Services 445,673.0 $5.8M 0.02% +316K +244.4% $12.91 -0.9%
346 ADI CALL ANALOG DEVICES INC Technology 17,900.0 $5.7M 0.02% +10K +129.5% $318.14 +31.6%
347 GLADSTONE CAP CORP 6,000,000.0 $5.6M 0.02% +2.0M +50.0% $0.94
348 F CALL FORD MTR CO Consumer Cyclical 487,500.0 $5.6M 0.02% +288K +144.8% $11.54 +16.1%
349 CEG CALL CONSTELLATION ENERGY CORP Utilities 20,000.0 $5.6M 0.02% +12K +143.9% $279.25 -6.2%
350 CRWV PUT COREWEAVE INC Technology 71,900.0 $5.6M 0.02% +21K +42.1% $77.47 +38.5%
351 LTM PUT LATAM AIRLINES GROUP SA Industrials 112,500.0 $5.6M 0.02% +92K +462.5% $49.44 -5.1%
352 DVN CALL DEVON ENERGY CORP NEW Energy 110,400.0 $5.6M 0.02% +1K +1.1% $50.32 -1.6%
353 PGR PUT PROGRESSIVE CORP Financial Services 28,000.0 $5.6M 0.02% +18K +166.7% $198.24 +0.8%
354 DASH DOORDASH INC Communication Services 36,604.0 $5.5M 0.02% +8K +28.8% $150.15 +6.0%
355 UCTT ULTRA CLEAN HLDGS INC Technology 87,453.0 $5.4M 0.02% +65K +293.1% $62.18 +38.2%
356 FAST PUT FASTENAL CO Industrials 117,100.0 $5.4M 0.02% +88K +308.0% $46.40 -6.8%
357 AVAV AEROVIRONMENT INC Industrials 29,592.0 $5.4M 0.02% +12K +66.9% $183.05 -13.7%
358 RBLX PUT ROBLOX CORP Technology 95,600.0 $5.4M 0.02% +23K +32.2% $56.56 -24.2%
359 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 18,516.0 $5.4M 0.02% +14K +330.2% $290.49 +1.0%
360 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 248,200.0 $5.3M 0.02% +28K +12.8% $21.48 -8.1%
Page 18 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%