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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 9 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GM CALL GENERAL MTRS CO Consumer Cyclical 201,500.0 $15.0M 0.06% +119K +145.1% $74.50 +4.4%
162 CNK CINEMARK HLDGS INC Communication Services 518,661.0 $14.8M 0.06% +493K +1947.0% $28.52 -7.6%
163 FLR FLUOR CORP Industrials 315,792.0 $14.7M 0.06% +205K +184.2% $46.65 -2.5%
164 ALLE ALLEGION PLC Industrials 100,662.0 $14.6M 0.06% +42K +71.1% $145.29 -13.5%
165 CRM CALL SALESFORCE INC Technology 77,800.0 $14.5M 0.06% +20K +34.8% $186.67 -10.2%
166 RKLB ROCKET LAB CORP Industrials 222,243.0 $14.3M 0.06% +59K +36.4% $64.22 +106.4%
167 ANIP ANI PHARMACEUTICALS INC Healthcare 183,075.0 $14.1M 0.06% +66K +56.1% $76.90 +1.4%
168 BX PUT BLACKSTONE INC Financial Services 122,000.0 $14.0M 0.06% +55K +82.6% $114.99 +2.5%
169 DEXCOM INC 15,000,000.0 $13.8M 0.06% +3.5M +30.4% $0.92
170 VRTX VERTEX PHARMACEUTICALS INC Healthcare 30,752.0 $13.7M 0.06% +16K +105.4% $446.54 +0.9%
171 RGLD ROYAL GOLD INC Basic Materials 53,588.0 $13.6M 0.06% +36K +200.4% $254.49 -5.5%
172 ASTS AST SPACEMOBILE INC Technology 162,705.0 $13.5M 0.06% +88K +119.2% $82.87 +1.0%
173 FMC FMC CORP Basic Materials 774,445.0 $13.3M 0.06% +522K +206.3% $17.22 -21.3%
174 ULTA ULTA BEAUTY INC Consumer Cyclical 25,482.0 $13.3M 0.06% +24K +1225.8% $522.71 -4.7%
175 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 178,296.0 $13.3M 0.06% +178K +10000.0% $74.38 -30.8%
176 STM STMICROELECTRONICS N V Technology 380,676.0 $13.2M 0.06% +230K +152.3% $34.55 +86.3%
177 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 20,200.0 $13.1M 0.06% +5K +34.7% $650.34 +13.7%
178 MNDY MONDAY COM LTD Technology 189,518.0 $13.1M 0.06% +162K +581.5% $69.11 +0.9%
179 PAGP PUT PLAINS GP HLDGS L P Energy 537,700.0 $13.1M 0.05% +517K +2460.5% $24.28 -0.7%
180 KR KROGER CO Consumer Defensive 178,790.0 $12.9M 0.05% +133K +291.6% $72.36 -7.7%
Page 9 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%