BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 7 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LCID PUT LUCID GROUP INC Consumer Cyclical 2,063,200.0 $19.7M 0.08% +2.0M +1791.1% $9.53 -34.2%
122 FIVE9 INC 22,375,000.0 $19.5M 0.08% +11.4M +103.4% $0.87
123 CVX CALL CHEVRON CORPORATION Energy 93,800.0 $19.4M 0.08% +26K +37.3% $206.90 -9.8%
124 CME CME GROUP INC Financial Services 65,155.0 $19.2M 0.08% +65K +10000.0% $295.35 +1.2%
125 AMAT CALL APPLIED MATLS INC Technology 55,600.0 $19.0M 0.08% +17K +44.0% $341.79 +27.7%
126 CNR CORE NATURAL RESOURCES INC Energy 180,923.0 $18.9M 0.08% +42K +30.4% $104.73 -19.7%
127 DDOG DATADOG INC Technology 159,545.0 $18.8M 0.08% +110K +220.8% $118.05 +71.8%
128 BKV BKV CORP Energy 659,074.0 $18.8M 0.08% +226K +52.1% $28.52 -0.0%
129 HOOD ROBINHOOD MKTS INC Financial Services 269,299.0 $18.7M 0.08% +243K +929.4% $69.30 +16.5%
130 ARW ARROW ELECTRS INC Technology 129,849.0 $18.6M 0.08% +122K +1607.6% $143.41 +45.3%
131 GS CALL GOLDMAN SACHS GROUP INC Financial Services 22,000.0 $18.6M 0.08% +300.0 +1.4% $845.99 +14.5%
132 VMC VULCAN MATLS CO Basic Materials 68,320.0 $18.6M 0.08% +68K +10000.0% $272.30 +1.0%
133 V VISA INC Financial Services 61,268.0 $18.5M 0.08% +25K +69.9% $302.24 +6.7%
134 INSP INSPIRE MED SYS INC Healthcare 358,489.0 $18.5M 0.08% +280K +358.3% $51.58 -17.3%
135 WWD WOODWARD INC Industrials 51,524.0 $18.4M 0.08% +52K +10000.0% $357.92 +2.1%
136 TEL TE CONNECTIVITY PLC Technology 88,147.0 $18.4M 0.08% +48K +122.1% $209.02 -1.1%
137 MKSI MKS INC. Technology 79,188.0 $18.2M 0.08% +68K +591.4% $229.81 +36.6%
138 GEV GE VERNOVA INC Utilities 20,677.0 $18.0M 0.07% +15K +276.4% $872.90 +24.9%
139 LMND LEMONADE INC Financial Services 283,538.0 $17.8M 0.07% +278K +5383.2% $62.68 -14.2%
140 SHEL CALL SHELL PLC Energy 188,900.0 $17.6M 0.07% +116K +159.8% $93.00 -9.1%
Page 7 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%