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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 80 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 254,053.0 $1.8M 0.01% +254K +10000.0% $6.90 +2.9%
1582 LMT PUT LOCKHEED MARTIN CORP Industrials 2,900.0 $1.8M 0.01% -27K -90.3% $604.39 -13.5%
1583 NAT NORDIC AMERICAN TANKERS LIMI Industrials 298,338.0 $1.7M 0.01% +238K +395.1% $5.86 -6.1%
1584 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 19,940.0 $1.7M 0.01% -3K -11.5% $87.40 -0.4%
1585 DE DEERE & CO Industrials 3,093.0 $1.7M 0.01% -12K -79.2% $563.30 -5.7%
1586 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 21,600.0 $1.7M 0.01% -191K -89.8% $80.56 -13.0%
1587 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 73,500.0 $1.7M 0.01% -104K -58.7% $23.65 +3.0%
1588 BHP BHP BILLITON LIMITED Basic Materials 23,778.0 $1.7M 0.01% -57K -70.6% $72.74 +16.8%
1589 YUM PUT YUM BRANDS INC Consumer Cyclical 11,100.0 $1.7M 0.01% -27K -70.6% $155.48 -1.8%
1590 TWLO CALL TWILIO INC Communication Services 13,700.0 $1.7M 0.01% -64K -82.5% $125.82 +50.5%
1591 TWLO PUT TWILIO INC Communication Services 13,700.0 $1.7M 0.01% -19K -58.5% $125.82 +50.5%
1592 EL PUT LAUDER ESTEE COS INC Consumer Defensive 24,000.0 $1.7M 0.01% -34K -58.4% $71.77 +9.9%
1593 LQD PUT ISHARES TR 15,800.0 $1.7M 0.01% -1.0M -98.5% $108.99 -0.8%
1594 BIOHAVEN LTD 203,477.0 $1.7M 0.01% -651K -76.2% $8.46
1595 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 24,400.0 $1.7M 0.01% -110K -81.8% $70.51 -22.5%
1596 BCS CALL BARCLAYS PLC Financial Services 81,200.0 $1.7M 0.01% +74K +954.5% $21.16 +13.3%
1597 AXTI CALL AXT INC Technology 30,100.0 $1.7M 0.01% NEW $56.98 +112.4%
1598 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 49,900.0 $1.7M 0.01% -14K -22.3% $34.33 -7.7%
1599 SEI CALL SOLARIS ENERGY INFRAS INC Energy 30,300.0 $1.7M 0.01% -2K -5.9% $56.51 +26.4%
1600 CYTK CALL CYTOKINETICS INC Healthcare 25,900.0 $1.7M 0.01% -1K -4.1% $65.91 +18.4%
Page 80 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%