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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 140 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 ACMR PUT ACM RESH INC Technology 10,900.0 $429K 0.00% -12K -51.8% $39.35 +125.3%
2782 BRIDGER AEROSPACE GRP HLDGS 216,325.0 $428K 0.00% NEW $1.98
2783 M PUT MACYS INC Consumer Cyclical 23,600.0 $427K 0.00% -341K -93.5% $18.09 +16.4%
2784 OFRM ONCE UPON A FARM PBC Consumer Defensive 26,064.0 $426K 0.00% NEW $16.35 -8.7%
2785 AXP AMERICAN EXPRESS CO Financial Services 1,408.0 $426K 0.00% -35K -96.2% $302.48 +3.3%
2786 GLBE PUT GLOBAL E ONLINE LTD Consumer Cyclical 13,800.0 $426K 0.00% -18K -56.0% $30.85 -4.8%
2787 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 3,700.0 $425K 0.00% -31K -89.2% $114.85 +25.8%
2788 GH PUT GUARDANT HEALTH INC Healthcare 4,600.0 $425K 0.00% -15K -76.2% $92.37 +38.0%
2789 EEFT CALL EURONET WORLDWIDE INC Technology 6,400.0 $425K 0.00% +300.0 +4.9% $66.37 +4.4%
2790 OPRA PUT OPERA LTD Communication Services 29,600.0 $422K 0.00% -1K -4.5% $14.26 +27.3%
2791 PNRG PRIMEENERGY RESOURCES CORP Energy 1,810.0 $421K 0.00% NEW $232.85 -0.1%
2792 QXO PUT QXO INC Industrials 21,700.0 $421K 0.00% -66K -75.4% $19.42 -10.4%
2793 PSKY PARAMOUNT SKYDANCE CORP Communication Services 46,702.0 $421K 0.00% +23K +93.4% $9.02 +17.7%
2794 PRGS CALL PROGRESS SOFTWARE CORP Technology 16,400.0 $421K 0.00% +2K +13.9% $25.65 +15.9%
2795 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 26,400.0 $420K 0.00% -82K -75.7% $15.92 +23.4%
2796 CALM CALL CAL MAINE FOODS INC Consumer Defensive 5,300.0 $419K 0.00% -6K -52.7% $79.15 -3.9%
2797 SSNC CALL SS&C TECH HLDGS Technology 6,200.0 $419K 0.00% +6K +1966.7% $67.57 -2.7%
2798 FROG CALL JFROG LTD Technology 8,900.0 $418K 0.00% -40K -81.9% $46.93 +52.1%
2799 TPG CALL TPG INC Financial Services 10,300.0 $417K 0.00% +10K +2475.0% $40.51 +2.7%
2800 AMBA CALL AMBARELLA INC Technology 8,100.0 $417K 0.00% -1K -13.8% $51.48 +76.0%
Page 140 of 216  ·  4,317 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%