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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 183 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3641 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 3,200.0 $108K -20K -86.1% $33.85 +44.2%
3642 MSCI CALL MSCI INC Financial Services 200.0 $108K NEW $539.01 +7.8%
3643 ENVX PUT ENOVIX CORPORATION Industrials 20,700.0 $107K -196K -90.5% $5.18 +21.9%
3644 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 30,356.0 $107K -792K -96.3% $3.51 +3.0%
3645 MP MP MATERIALS CORP Basic Materials 2,206.0 $106K -202K -98.9% $48.26 +27.4%
3646 KEYS KEYSIGHT TECHNOLOGIES INC Technology 377.0 $106K -57K -99.3% $282.37 +18.1%
3647 POWW OUTDOOR HOLDING CO Industrials 52,606.0 $106K NEW $2.01 -0.2%
3648 AOS PUT SMITH A O CORP Industrials 1,600.0 $106K +100.0 +6.7% $65.94 -14.6%
3649 CRCL CIRCLE INTERNET GROUP INC Financial Services 1,105.0 $105K -24K -95.5% $95.41 +21.5%
3650 SAFEGUARD ACQUISITION CORP 263,345.0 $105K NEW $0.40
3651 GRPN GROUPON INC Communication Services 8,848.0 $105K +9K +10000.0% $11.90 +45.3%
3652 LFVN LIFEVANTAGE CORP Consumer Defensive 24,285.0 $105K -23K -48.2% $4.32 +22.2%
3653 QFIN CALL QFIN HOLDINGS INC Financial Services 8,100.0 $105K -8K -51.2% $12.91 -5.2%
3654 FN CALL FABRINET Technology 200.0 $104K +100.0 +100.0% $521.52 +30.1%
3655 TVTX PUT TRAVERE THERAPEUTICS INC Healthcare 3,500.0 $104K -3K -47.8% $29.71 +49.1%
3656 SPB CALL SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 1,400.0 $103K -900.0 -39.1% $73.70 -0.2%
3657 SPB PUT SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 1,400.0 $103K -400.0 -22.2% $73.70 -0.2%
3658 PENG PENGUIN SOLUTIONS INC Technology 5,856.0 $103K NEW $17.60 +179.9%
3659 CGNT CALL COGNYTE SOFTWARE LTD Technology 12,700.0 $103K NEW $8.10 +22.5%
3660 IE CALL IVANHOE ELECTRIC INC Technology 8,700.0 $103K -5K -37.4% $11.82 +3.2%
Page 183 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%