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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 1 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 5,477,415.0 $3.58B 14.89% -1.1M -17.2% $653.21 +13.7%
2 QQQ PUT INVESCO QQQ TR Financial Services 3,256,000.0 $1.88B 7.82% -1.6M -32.7% $577.18 +22.8%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,636,152.0 $1.06B 4.43% +1.4M +574.6% $650.34 +13.7%
4 AMZN AMAZON COM INC Consumer Cyclical 2,552,250.0 $531.6M 2.21% +1.2M +88.7% $208.27 +26.8%
5 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,317,555.0 $165.9M 0.69% +3.2M +282.4% $38.42 +16.7%
6 AAPL APPLE INC Technology 622,500.0 $158.0M 0.66% +425K +214.7% $253.79 +18.3%
7 META META PLATFORMS INC Communication Services 242,766.0 $138.9M 0.58% +73K +43.3% $572.13 +8.1%
8 ABNB AIRBNB INC Consumer Cyclical 1,076,102.0 $135.9M 0.56% +420K +64.0% $126.28 +5.2%
9 NVDA NVIDIA CORPORATION Technology 749,480.0 $130.7M 0.54% -412K -35.5% $174.40 +35.2%
10 ALIBABA GROUP HLDG LTD 92,103,000.0 $127.9M 0.53% +17.1M +22.8% $1.39
11 ECHOSTAR CORP 27,500,000.0 $98.3M 0.41% +18.0M +189.5% $3.57
12 AMAT APPLIED MATLS INC Technology 275,586.0 $94.2M 0.39% -75K -21.4% $341.79 +27.7%
13 NVDA PUT NVIDIA CORPORATION Technology 539,500.0 $94.1M 0.39% -33K -5.8% $174.40 +35.2%
14 SPOT SPOTIFY TECHNOLOGY S A Communication Services 185,965.0 $90.2M 0.38% +38K +25.9% $484.91 -10.8%
15 DUKE ENERGY CORP NEW 74,262,000.0 $81.9M 0.34% +48.2M +184.5% $1.10
16 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 235,328.0 $79.5M 0.33% -81K -25.5% $337.95 +23.6%
17 QQQ INVESCO QQQ TR Financial Services 134,730.0 $77.8M 0.32% +31K +30.3% $577.18 +22.8%
18 BAC BANK AMERICA CORP Financial Services 1,580,568.0 $77.1M 0.32% -534K -25.2% $48.75 +2.1%
19 MCD MCDONALDS CORP Consumer Cyclical 238,637.0 $74.2M 0.31% +35K +17.3% $310.79 -11.5%
20 TSLA PUT TESLA INC Consumer Cyclical 198,200.0 $73.7M 0.31% +15K +8.0% $371.75 +19.2%
Page 1 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%