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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 104 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 RHI CALL ROBERT HALF INC. Industrials 1,300.0 $33K -40K -96.8% $25.40 -0.1%
2062 IOVA PUT IOVANCE BIOTHERAPEUTICS INC Healthcare 9,400.0 $33K -22K -70.3% $3.51 -1.6%
2063 ARQT CALL ARCUTIS BIOTHERAPEUTICS INC Healthcare 1,400.0 $33K -39K -96.5% $23.56 -12.4%
2064 FROG PUT JFROG LTD Technology 700.0 $33K -30K -97.7% $46.93 +42.3%
2065 ESPR CALL ESPERION THERAPEUTICS INC NE Healthcare 11,900.0 $33K -148K -92.5% $2.74 +14.2%
2066 NTLA PUT INTELLIA THERAPEUTICS INC Healthcare 2,500.0 $32K -10K -79.8% $12.82 +2.3%
2067 M3BRIGADE ACQUISITION V CORP 105,350.0 $31K -5K -4.5% $0.30
2068 GRAL PUT GRAIL INC Healthcare 600.0 $31K -6K -90.3% $51.68 +15.8%
2069 TPC PUT TUTOR PERINI CORP Industrials 400.0 $31K -5K -92.2% $77.19 +1.0%
2070 ATKR PUT ATKORE INC Industrials 500.0 $29K -2K -82.1% $58.91 +25.9%
2071 CAR CALL AVIS BUDGET GROUP INC Industrials 200.0 $29K -30K -99.3% $145.85 +1.5%
2072 REAL CALL THE REALREAL INC Consumer Cyclical 3,200.0 $29K -57K -94.7% $9.08 +1.5%
2073 OR OR ROYALTIES INC. Basic Materials 745.0 $28K -4K -83.3% $38.02 -3.7%
2074 SNBR PUT SLEEP NUMBER CORP Consumer Cyclical 15,600.0 $28K -9K -35.8% $1.79 -12.0%
2075 RUM CALL RUMBLE INC Technology 5,400.0 $28K -77K -93.4% $5.10 +40.0%
2076 ACH ACCENDRA HEALTH INC Healthcare 12,000.0 $27K -596K -98.0% $2.28 +22.1%
2077 GEVO CALL GEVO INC Basic Materials 10,000.0 $27K -20K -66.7% $2.73 -38.6%
2078 SGML SIGMA LITHIUM CORPORATION Basic Materials 2,113.0 $26K -16K -88.4% $12.34 +20.0%
2079 CMS CMS ENERGY CORP Utilities 334.0 $26K -24K -98.6% $77.58 -6.4%
2080 INSP CALL INSPIRE MED SYS INC Healthcare 500.0 $26K -200.0 -28.6% $51.58 -20.5%
Page 104 of 112  ·  2,237 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%