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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 17 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OCUL OCULAR THERAPEUTIX INC Healthcare 741,142.0 $6.3M 0.03% +511K +221.5% $8.47 +8.1%
322 BEONE MEDICINES LTD 21,051.0 $6.3M 0.03% +18K +615.5% $296.97
323 IREN IREN LIMITED Financial Services 181,095.0 $6.2M 0.03% +29K +19.2% $34.28 +54.4%
324 HDB HDFC BANK LTD Financial Services 249,508.0 $6.2M 0.03% +183K +277.1% $24.88 -1.7%
325 MMM CALL 3M CO Industrials 42,600.0 $6.2M 0.03% +20K +84.4% $145.23 +0.7%
326 PAAS PAN AMERN SILVER CORP Basic Materials 112,855.0 $6.2M 0.03% +105K +1340.2% $54.63 +3.2%
327 CE CELANESE CORP DEL Basic Materials 93,329.0 $6.1M 0.03% +93K +10000.0% $65.77 -15.2%
328 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 46,700.0 $6.1M 0.03% +19K +68.6% $131.01 -0.5%
329 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1,423,719.0 $6.1M 0.03% +1.2M +610.6% $4.29 +23.3%
330 WSC WILLSCOT HLDGS CORP Industrials 350,346.0 $6.1M 0.03% +336K +2417.6% $17.36 +41.0%
331 ITB ISHARES TR 66,693.0 $6.0M 0.03% +61K +1167.2% $90.55 -3.3%
332 RACE FERRARI N V Consumer Cyclical 17,820.0 $6.0M 0.03% +16K +857.0% $338.45 -5.1%
333 VEEV VEEVA SYS INC Healthcare 34,294.0 $6.0M 0.03% +34K +10000.0% $175.66 -11.0%
334 WMB CALL WILLIAMS COS INC Energy 82,200.0 $6.0M 0.03% +38K +83.9% $72.78 +6.8%
335 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 320,472.0 $6.0M 0.03% +245K +323.1% $18.64 -5.8%
336 VENTURE GLOBAL INC 378,494.0 $6.0M 0.03% +371K +5192.9% $15.76
337 VIR VIR BIOTECHNOLOGY INC Healthcare 665,584.0 $6.0M 0.03% +409K +159.9% $8.96 -1.9%
338 KR PUT KROGER CO Consumer Defensive 82,300.0 $6.0M 0.03% +22K +36.3% $72.36 -8.8%
339 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 121,700.0 $5.9M 0.03% +38K +45.0% $48.73 +0.5%
340 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 61,800.0 $5.9M 0.03% +34K +122.3% $95.41 +19.5%
Page 17 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%