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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 39 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 OWL CALL BLUE OWL CAPITAL INC Financial Services 588,900.0 $5.4M 0.02% -94K -13.8% $9.13 +2.7%
762 PDD PDD HOLDINGS INC Consumer Cyclical 52,497.0 $5.4M 0.02% -21K -28.3% $102.18 -4.5%
763 RY CALL ROYAL BK CDA Financial Services 33,100.0 $5.4M 0.02% -10K -23.2% $161.78 +13.9%
764 ADNT ADIENT PLC Consumer Cyclical 264,898.0 $5.4M 0.02% NEW $20.21 -2.1%
765 CAG CALL CONAGRA BRANDS INC Consumer Defensive 339,700.0 $5.3M 0.02% -21K -5.8% $15.72 -12.7%
766 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 248,200.0 $5.3M 0.02% +28K +12.8% $21.48 -11.5%
767 WBD CALL WARNER BROS DISCOVERY INC Communication Services 193,700.0 $5.3M 0.02% -1.9M -90.8% $27.46 -1.3%
768 CALL ANGLOGOLD ASHANTI PLC 54,600.0 $5.3M 0.02% -77K -58.6% $97.36
769 VRT CALL VERTIV HOLDINGS CO Industrials 21,200.0 $5.3M 0.02% -12K -37.1% $250.58 +29.7%
770 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 62,300.0 $5.3M 0.02% -25K -28.6% $85.23 +5.4%
771 DIS PUT DISNEY WALT CO Communication Services 54,900.0 $5.3M 0.02% -184K -77.0% $96.38 +5.7%
772 MAT MATTEL INC Consumer Cyclical 362,496.0 $5.3M 0.02% +361K +10000.0% $14.53 +0.8%
773 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,238.0 $5.3M 0.02% NEW $345.15 -11.4%
774 OLED UNIVERSAL DISPLAY CORP Technology 57,198.0 $5.2M 0.02% NEW $91.66 -3.9%
775 BE PUT BLOOM ENERGY CORP Industrials 38,600.0 $5.2M 0.02% -26K -39.8% $135.49 +98.2%
776 CALL TOTALENERGIES SE 57,300.0 $5.2M 0.02% +54K +1585.3% $90.98
777 WMB PUT WILLIAMS COS INC Energy 71,500.0 $5.2M 0.02% +49K +212.2% $72.78 +9.7%
778 TT TRANE TECHNOLOGIES PLC Industrials 12,447.0 $5.2M 0.02% +12K +4939.3% $416.74 +7.5%
779 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 232,800.0 $5.2M 0.02% +52K +28.4% $22.27 -10.7%
780 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 217,300.0 $5.2M 0.02% -191K -46.7% $23.81 +37.6%
Page 39 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%