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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 82 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 HSAI PUT HESAI GROUP Consumer Cyclical 13,800.0 $264K 0.00% -16K -54.5% $19.12 +4.7%
1622 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 12,296.0 $264K 0.00% -248K -95.3% $21.45 +19.0%
1623 VEEV CALL VEEVA SYS INC Healthcare 1,500.0 $263K 0.00% -6K -78.9% $175.66 -7.0%
1624 ZBH PUT ZIMMER BIOMET HOLDINGS INC Healthcare 2,900.0 $262K 0.00% -18K -86.2% $90.42 -4.8%
1625 PEGA PEGASYSTEMS INC Technology 6,148.0 $262K 0.00% -24K -79.4% $42.56 -21.3%
1626 RHI PUT ROBERT HALF INC. Industrials 10,300.0 $262K 0.00% -10K -48.0% $25.40 +1.1%
1627 ACHR PUT ARCHER AVIATION INC Industrials 50,300.0 $260K 0.00% -6K -11.4% $5.17 +11.8%
1628 AMPY AMPLIFY ENERGY CORP NEW Energy 41,308.0 $258K 0.00% -421K -91.1% $6.24 -17.0%
1629 SOC PUT SABLE OFFSHORE CORP Energy 15,600.0 $258K 0.00% -19K -55.4% $16.52 -7.7%
1630 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 4,100.0 $257K 0.00% -12K -73.9% $62.70 +23.0%
1631 PUT RAMACO RES INC 16,600.0 $257K 0.00% -21K -56.3% $15.46
1632 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 54,800.0 $256K 0.00% -458K -89.3% $4.68 -8.1%
1633 ULS UL SOLUTIONS INC Industrials 2,991.0 $256K 0.00% -13K -81.4% $85.71 +16.7%
1634 HP CALL HELMERICH & PAYNE INC Energy 7,100.0 $256K 0.00% -62K -89.8% $36.03 +13.7%
1635 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 26,793.0 $255K 0.00% -225K -89.3% $9.52 -7.9%
1636 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 1,700.0 $254K 0.00% -1K -37.0% $149.56 -6.4%
1637 SMTC PUT SEMTECH CORP Technology 3,300.0 $254K 0.00% -5K -61.2% $76.89 +75.3%
1638 ERIC PUT TELEFONAKTIEBOLAGET LM ERICS Technology 22,500.0 $254K 0.00% -4K -13.8% $11.27 +13.4%
1639 CBOE CBOE GLOBAL MKTS INC Financial Services 901.0 $253K 0.00% -47K -98.1% $281.07 +28.4%
1640 CNXN PC CONNECTION INC Technology 4,329.0 $253K 0.00% -14K -76.0% $58.46 +9.3%
Page 82 of 112  ·  2,237 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%