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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 58 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AOS CALL SMITH A O CORP Industrials 3,400.0 $224K 0.00% +800.0 +30.8% $65.94 -14.3%
1142 TMDX TRANSMEDICS GROUP INC Healthcare 2,213.0 $220K 0.00% +561.0 +34.0% $99.41 -32.2%
1143 UCTT CALL ULTRA CLEAN HLDGS INC Technology 3,500.0 $218K 0.00% +1K +40.0% $62.18 +29.8%
1144 ACAD CALL ACADIA PHARMACEUTICALS INC Healthcare 9,700.0 $216K 0.00% +5K +90.2% $22.26 -6.1%
1145 CALL STANDARDAERO INC 8,300.0 $214K 0.00% +100.0 +1.2% $25.83
1146 ODDITY TECH LTD 16,010.0 $214K 0.00% +9K +116.7% $13.38
1147 SNY SANOFI SA Healthcare 4,418.0 $213K 0.00% +4K +10000.0% $48.18 -10.4%
1148 HSBC HSBC HLDGS PLC Financial Services 2,574.0 $212K 0.00% +2K +933.7% $82.49 +9.1%
1149 KC PUT KINGSOFT CLOUD HLDGS LTD Technology 15,800.0 $211K 0.00% +2K +10.5% $13.36 +10.7%
1150 CNR CALL CORE NATURAL RESOURCES INC Energy 2,000.0 $209K 0.00% +2K +400.0% $104.73 -19.8%
1151 MEOH METHANEX CORP Basic Materials 3,504.0 $209K 0.00% +2K +132.8% $59.54 +5.7%
1152 ERIC CALL TELEFONAKTIEBOLAGET LM ERICS Technology 18,500.0 $208K 0.00% +11K +153.4% $11.27 +13.1%
1153 RSI PUT RUSH STREET INTERACTIVE INC Consumer Cyclical 9,400.0 $204K 0.00% +2K +30.6% $21.75 +27.2%
1154 WVE CALL WAVE LIFE SCIENCES LTD Healthcare 28,100.0 $204K 0.00% +22K +360.7% $7.25 -12.5%
1155 DY PUT DYCOM INDS INC Industrials 600.0 $203K 0.00% +500.0 +500.0% $338.82 +23.8%
1156 SLDP SOLID POWER INC Industrials 67,190.0 $202K 0.00% +36K +118.7% $3.00 -10.3%
1157 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3,661.0 $201K 0.00% +2K +152.3% $54.81 +7.5%
1158 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 4,400.0 $200K 0.00% +2K +109.5% $45.38 -18.5%
1159 HRI CALL HERC HLDGS INC Industrials 2,000.0 $199K 0.00% +1K +233.3% $99.55 +37.8%
1160 SOLV SOLVENTUM CORP Healthcare 3,044.0 $199K 0.00% +2K +225.6% $65.30 +15.9%
Page 58 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%