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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 12 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CF CALL CF INDUSTRIES HOLD Basic Materials 75,400.0 $9.8M 0.04% +6K +8.0% $129.84 -3.5%
222 WBI WATERBRIDGE INFRASTRUCTURE L Energy 365,380.0 $9.8M 0.04% +262K +254.1% $26.79 +11.2%
223 FFIV F5 INC Technology 33,765.0 $9.8M 0.04% +8K +29.8% $289.33 +26.0%
224 U UNITY SOFTWARE INC Technology 441,978.0 $9.7M 0.04% +214K +94.0% $21.94 +24.3%
225 RIVIAN AUTOMOTIVE INC 9,000,000.0 $9.7M 0.04% +4.5M +100.0% $1.07
226 AR ANTERO RESOURCES CORP Energy 225,098.0 $9.6M 0.04% +181K +405.5% $42.44 -9.9%
227 SHOP CALL SHOPIFY INC Technology 80,500.0 $9.5M 0.04% +1K +1.8% $118.62 -17.9%
228 MUSA MURPHY USA INC Consumer Cyclical 19,266.0 $9.5M 0.04% +17K +703.1% $493.97 +16.6%
229 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 85,400.0 $9.5M 0.04% +38K +79.0% $111.42 -76.8%
230 LUNR INTUITIVE MACHINES INC Industrials 506,791.0 $9.4M 0.04% +257K +102.7% $18.56 +96.8%
231 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 184,500.0 $9.3M 0.04% +64K +52.6% $50.20 -6.3%
232 BB BLACKBERRY LTD Technology 2,850,413.0 $9.2M 0.04% +68K +2.5% $3.24 +91.0%
233 DK DELEK US HLDGS INC NEW Energy 204,600.0 $9.2M 0.04% +192K +1530.7% $45.07 -3.1%
234 DSGX DESCARTES SYS GROUP INC Technology 128,723.0 $9.2M 0.04% +117K +1011.9% $71.56 -6.0%
235 TPG TPG INC Financial Services 227,210.0 $9.2M 0.04% +168K +286.9% $40.51 +6.8%
236 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 119,879.0 $9.1M 0.04% +85K +240.1% $76.16 +14.0%
237 HOG HARLEY DAVIDSON INC Consumer Cyclical 450,142.0 $9.1M 0.04% +179K +66.2% $20.22 +26.9%
238 KOSMOS ENERGY LTD 11,558,000.0 $9.1M 0.04% +3.6M +44.5% $0.79
239 WDAY CALL WORKDAY INC Technology 69,800.0 $9.1M 0.04% +32K +82.7% $129.92 -8.6%
240 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 384,973.0 $9.0M 0.04% +361K +1490.5% $23.36 -12.0%
Page 12 of 65  ·  1,284 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%