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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 69 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 22,600.0 $2.3M 0.01% -30K -56.6% $101.55 -3.4%
1362 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 27,100.0 $2.3M 0.01% -74K -73.1% $84.59 +109.0%
1363 CECO CECO ENVIRONMENTAL CORP Industrials 38,449.0 $2.3M 0.01% NEW $59.58 +35.4%
1364 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 24,400.0 $2.3M 0.01% -96K -79.7% $93.87 +106.0%
1365 TPG PUT TPG INC Financial Services 56,500.0 $2.3M 0.01% +54K +2468.2% $40.51 +0.4%
1366 AGX PUT ARGAN INC Industrials 4,200.0 $2.3M 0.01% -2K -32.3% $544.65 +18.4%
1367 CENX CENTURY ALUM CO Basic Materials 38,959.0 $2.3M 0.01% -70K -64.2% $58.69 +3.0%
1368 SATS PUT ECHOSTAR CORP Technology 19,500.0 $2.3M 0.01% -50K -72.1% $117.07 +21.1%
1369 TTD PUT THE TRADE DESK INC Technology 100,100.0 $2.3M 0.01% -102K -50.5% $22.69 -7.4%
1370 FIS CALL FIDELITY NATL INFORMATION SV Technology 48,400.0 $2.3M 0.01% -10K -16.8% $46.91 -7.0%
1371 AAL CALL AMERICAN AIRLINES GROUP INC Industrials 211,400.0 $2.3M 0.01% +45K +27.4% $10.74 +26.5%
1372 RKLB PUT ROCKET LAB CORP Industrials 35,300.0 $2.3M 0.01% -96K -73.0% $64.22 +109.1%
1373 SM SM ENERGY COMPANY Energy 72,411.0 $2.3M 0.01% -226K -75.7% $31.18 +11.6%
1374 EBAY CALL EBAY INC. Consumer Cyclical 24,800.0 $2.3M 0.01% -79K -76.0% $91.02 +28.7%
1375 ALTO ALTO INGREDIENTS INC Basic Materials 465,476.0 $2.3M 0.01% NEW $4.84 -5.8%
1376 GSAT CALL GLOBALSTAR INC Communication Services 33,900.0 $2.3M 0.01% -48K -58.6% $66.42 +24.5%
1377 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 38,500.0 $2.3M 0.01% -160K -80.6% $58.47 +12.4%
1378 WRN WESTERN COPPER & GOLD CORP Basic Materials 888,943.0 $2.2M 0.01% NEW $2.53 +6.7%
1379 DOCN CALL DIGITALOCEAN HLDGS INC Technology 26,200.0 $2.2M 0.01% -24K -48.0% $85.78 +84.6%
1380 ENPH CALL ENPHASE ENERGY INC Energy 59,100.0 $2.2M 0.01% -92K -60.9% $37.81 +64.9%
Page 69 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%