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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 97 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 131,200.0 $1.2M 0.01% +112K +566.0% $9.02 +16.0%
1922 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 36,800.0 $1.2M 0.01% -216K -85.4% $32.01 +2.7%
1923 XEL PUT XCEL ENERGY INC Utilities 14,800.0 $1.2M 0.01% +6K +64.4% $79.44 +2.1%
1924 TOL CALL TOLL BROTHERS INC Consumer Cyclical 8,600.0 $1.2M 0.01% -17K -66.5% $136.47 -1.6%
1925 NEXT CALL NEXTDECADE CORP Energy 153,000.0 $1.2M 0.01% +34K +28.5% $7.66 +10.4%
1926 OGN CALL ORGANON & CO Healthcare 195,500.0 $1.2M 0.01% -169K -46.4% $5.99 +124.2%
1927 CG PUT CARLYLE GROUP INC Financial Services 24,200.0 $1.2M 0.01% -8K -25.5% $48.39 -6.1%
1928 ROST CALL ROSS STORES INC Consumer Cyclical 5,400.0 $1.2M 0.01% +2K +46.0% $216.63 +8.4%
1929 NTSK CALL NETSKOPE INC Technology 137,500.0 $1.2M 0.01% NEW $8.49 +38.4%
1930 EVR CALL EVERCORE INC Financial Services 3,900.0 $1.2M 0.01% +4K +3800.0% $298.51 +15.9%
1931 CALL CNH INDL N V 105,800.0 $1.2M 0.01% NEW $11.00
1932 TSCO PUT TRACTOR SUPPLY CO Consumer Cyclical 25,600.0 $1.2M 0.01% -17K -39.6% $45.30 -30.2%
1933 BOOT BOOT BARN HLDGS INC Consumer Cyclical 7,920.0 $1.2M 0.01% -79K -90.9% $146.36 +5.7%
1934 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 20,100.0 $1.2M 0.01% -700.0 -3.4% $57.58 +21.8%
1935 GPI PUT GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3,500.0 $1.2M 0.01% NEW $330.63 -1.3%
1936 IT PUT GARTNER INC Technology 7,300.0 $1.2M 0.01% +5K +180.8% $158.34 +1.1%
1937 TRGP CALL TARGA RES CORP Energy 4,600.0 $1.2M 0.01% +1K +27.8% $250.73 +10.4%
1938 PWR PUT QUANTA SVCS INC Industrials 2,100.0 $1.2M 0.01% -9K -81.4% $549.02 +31.8%
1939 ODFL CALL OLD DOMINION FREIGHT LINE IN Industrials 5,900.0 $1.2M 0.01% -11K -65.3% $195.40 +7.7%
1940 ORA PUT ORMAT TECHNOLOGIES INC Utilities 10,300.0 $1.2M 0.01% +8K +281.5% $111.92 +19.2%
Page 97 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%