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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 2 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MARA HOLDINGS INC 23,145,000 $18.3M 0.06% SOLD
22 AKAMAI TECHNOLOGIES INC 18,000,000 $18.1M 0.06% SOLD
23 ETSY INC 17,471,000 $17.7M 0.05% SOLD
24 PKG PACKAGING CORP AMER Consumer Cyclical 84,356 $17.4M 0.05% SOLD
25 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 170,714 $17.3M 0.05% SOLD
26 TLT ISHARES TR 186,130 $16.2M 0.05% SOLD
27 WISDOMTREE INC 12,910,000 $15.5M 0.05% SOLD
28 TXN TEXAS INSTRS INC Technology 83,432 $14.5M 0.04% SOLD
29 ALLIANT ENERGY CORP 13,500,000 $14.1M 0.04% SOLD
30 RVTY REVVITY INC Healthcare 143,434 $13.9M 0.04% SOLD
31 EA CALL ELECTRONIC ARTS INC Communication Services 67,600 $13.8M 0.04% SOLD
32 AYI ACUITY INC Industrials 37,413 $13.5M 0.04% SOLD
33 ORLA ORLA MNG LTD NEW Basic Materials 997,235 $13.4M 0.04% SOLD
34 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 90,325 $12.8M 0.04% SOLD
35 CALL ASTRAZENECA PLC 131,300 $12.1M 0.04% SOLD
36 DIA PUT SPDR DOW JONES INDL AVERAGE Financial Services 25,000 $12.0M 0.04% SOLD
37 DIA SPDR DOW JONES INDL AVERAGE Financial Services 24,999 $12.0M 0.04% SOLD
38 ALBEMARLE CORP 200,000 $11.8M 0.04% SOLD
39 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 441,160 $11.0M 0.03% SOLD
40 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 392,544 $10.9M 0.03% SOLD
Page 2 of 43  ·  855 positions
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%