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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 3 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 EXACT SCIENCES CORP 10,000,000 $10.5M 0.03% SOLD
42 ROK ROCKWELL AUTOMATION INC Industrials 26,877 $10.5M 0.03% SOLD
43 INTC INTEL CORP Technology 279,096 $10.3M 0.03% SOLD
44 SNX TD SYNNEX CORPORATION Technology 66,562 $10.0M 0.03% SOLD
45 INDIVIOR PLC 247,388 $8.9M 0.03% SOLD
46 SLDE SLIDE INS HLDGS INC Financial Services 452,890 $8.8M 0.03% SOLD
47 NVR NVR INC Consumer Cyclical 1,190 $8.7M 0.03% SOLD
48 PAGAYA TECHNOLOGIES LTD 404,224 $8.4M 0.03% SOLD
49 XLI PUT SELECT SECTOR SPDR TR 53,600 $8.3M 0.03% SOLD
50 ESE ESCO TECHNOLOGIES INC Technology 41,081 $8.0M 0.03% SOLD
51 IOSP INNOSPEC INC Basic Materials 103,935 $8.0M 0.02% SOLD
52 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 211,598 $7.8M 0.02% SOLD
53 KVUE KENVUE INC Consumer Defensive 444,717 $7.7M 0.02% SOLD
54 BKD BROOKDALE SR LIVING INC Healthcare 676,828 $7.3M 0.02% SOLD
55 WMT WALMART INC Consumer Defensive 64,516 $7.2M 0.02% SOLD
56 FWRD FORWARD AIR CORP Industrials 287,094 $7.2M 0.02% SOLD
57 LEN LENNAR CORP Consumer Cyclical 69,580 $7.2M 0.02% SOLD
58 LPX LOUISIANA PAC CORP Basic Materials 88,358 $7.1M 0.02% SOLD
59 ECG EVERUS CONSTR GROUP Industrials 83,260 $7.1M 0.02% SOLD
60 EAT BRINKER INTL INC Consumer Cyclical 49,407 $7.1M 0.02% SOLD
Page 3 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%