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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 53 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BMBL CALL BUMBLE INC Technology 122,900.0 $401K 0.00% +92K +296.4% $3.26 -2.5%
1042 INCY INCYTE CORP Healthcare 4,256.0 $401K 0.00% +4K +1506.0% $94.12 +1.3%
1043 S CALL SENTINELONE INC Technology 31,100.0 $401K 0.00% +14K +84.0% $12.88 +30.9%
1044 TBN TAMBORAN RES CORP Basic Materials 7,983.0 $399K 0.00% +482.0 +6.4% $49.99 -27.0%
1045 MMYT CALL MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 10,700.0 $399K 0.00% +5K +78.3% $37.29 +16.1%
1046 TRIP PUT TRIPADVISOR INC Consumer Cyclical 37,300.0 $398K 0.00% +1K +2.8% $10.66 -11.3%
1047 JACK CALL JACK IN THE BOX INC Consumer Cyclical 41,100.0 $397K 0.00% +14K +50.5% $9.67 +11.5%
1048 GPRE CALL GREEN PLAINS INC Basic Materials 24,100.0 $396K 0.00% +12K +107.8% $16.45 +4.2%
1049 GXO PUT GXO LOGISTICS INCORPORATED Industrials 7,600.0 $394K 0.00% +4K +100.0% $51.85 -7.1%
1050 FOUR CALL SHIFT4 PMTS INC Technology 8,900.0 $389K 0.00% +3K +61.8% $43.73 -3.9%
1051 MAS CALL MASCO CORP Industrials 6,400.0 $386K 0.00% +1K +28.0% $60.37 +7.9%
1052 ENS CALL ENERSYS Industrials 2,200.0 $382K 0.00% +900.0 +69.2% $173.72 +36.4%
1053 ENVX CALL ENOVIX CORPORATION Industrials 72,900.0 $378K 0.00% +50K +214.2% $5.18 +18.0%
1054 ACGL PUT ARCH CAP GROUP LTD Financial Services 3,900.0 $374K 0.00% +3K +680.0% $95.99 -0.1%
1055 SIMO CALL SILICON MOTION TECHNOLOGY CO Technology 3,300.0 $371K 0.00% +2K +230.0% $112.29 +131.5%
1056 VSH PUT VISHAY INTERTECHNOLOGY INC Technology 20,500.0 $369K 0.00% +18K +632.1% $18.00 +106.8%
1057 MKSI PUT MKS INC. Technology 1,600.0 $368K 0.00% +1K +700.0% $229.81 +31.9%
1058 TLRY PUT TILRAY BRANDS INC Healthcare 56,200.0 $364K 0.00% +53K +1461.1% $6.47 -17.8%
1059 ADT CALL ADT INC DEL Industrials 55,200.0 $363K 0.00% +44K +406.4% $6.57 +6.2%
1060 YELP PUT YELP INC Communication Services 14,400.0 $356K 0.00% +9K +182.3% $24.74 -12.5%
Page 53 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%