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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 43 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 STLD PUT STEEL DYNAMICS INC Basic Materials 26,100.0 $4.7M 0.02% +3K +14.0% $180.00 +26.1%
842 TROW PUT PRICE T ROWE GROUP INC Financial Services 52,000.0 $4.7M 0.02% -72K -57.9% $90.14 +13.5%
843 NUE PUT NUCOR CORP Basic Materials 27,600.0 $4.7M 0.02% -39K -58.6% $169.10 +32.3%
844 RSG CALL REPUBLIC SVCS INC Industrials 21,300.0 $4.7M 0.02% -7K -25.0% $219.02 -3.2%
845 SAN CALL BANCO SANTANDER SA Financial Services 413,300.0 $4.7M 0.02% +311K +303.2% $11.28 +9.3%
846 PANW CALL PALO ALTO NETWORKS INC Technology 29,000.0 $4.6M 0.02% -45K -60.8% $160.32 +53.4%
847 CF CF INDUSTRIES HOLD Basic Materials 35,749.0 $4.6M 0.02% +16K +78.5% $129.84 -6.7%
848 LQD CALL ISHARES TR 42,200.0 $4.6M 0.02% -2.0M -97.9% $108.99 -1.0%
849 APH PUT AMPHENOL CORP Technology 36,400.0 $4.6M 0.02% -117K -76.3% $126.35 -4.0%
850 IREN PUT IREN LIMITED Financial Services 134,100.0 $4.6M 0.02% -29K -17.7% $34.28 +52.9%
851 RKLB CALL ROCKET LAB CORP Industrials 71,500.0 $4.6M 0.02% -119K -62.5% $64.22 +104.3%
852 WTFC WINTRUST FINL CORP Financial Services 33,001.0 $4.6M 0.02% NEW $138.94 +7.7%
853 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 231,600.0 $4.6M 0.02% +50K +27.5% $19.78 -1.8%
854 APA PUT APA CORPORATION Energy 107,600.0 $4.6M 0.02% -104K -49.1% $42.44 -6.5%
855 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 19,700.0 $4.5M 0.02% -16K -45.0% $230.89 -6.4%
856 CAG PUT CONAGRA BRANDS INC Consumer Defensive 288,800.0 $4.5M 0.02% -274K -48.7% $15.72 -12.0%
857 MARA MARA HOLDINGS INC Financial Services 555,558.0 $4.5M 0.02% +553K +10000.0% $8.16 +63.2%
858 GOOG CALL ALPHABET INC Communication Services 15,800.0 $4.5M 0.02% -6K -26.2% $286.86 +33.2%
859 MDB PUT MONGODB INC Technology 18,500.0 $4.5M 0.02% -5K -21.3% $244.77 +33.0%
860 RALLIANT CORP 108,790.0 $4.5M 0.02% NEW $41.59
Page 43 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%