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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 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HUT 8 CORP 115,498.0 $5.4M 0.02% -71K -38.0% $46.91
322 APH CALL AMPHENOL CORP Technology 42,800.0 $5.4M 0.02% -86K -66.7% $126.35 -3.7%
323 PYPL CALL PAYPAL HLDGS INC Financial Services 119,300.0 $5.4M 0.02% -122K -50.5% $45.23 -1.8%
324 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 26,500.0 $5.4M 0.02% -3K -9.9% $203.18 +9.7%
325 OWL CALL BLUE OWL CAPITAL INC Financial Services 588,900.0 $5.4M 0.02% -94K -13.8% $9.13 +3.6%
326 PDD PDD HOLDINGS INC Consumer Cyclical 52,497.0 $5.4M 0.02% -21K -28.3% $102.18 -6.2%
327 RY CALL ROYAL BK CDA Financial Services 33,100.0 $5.4M 0.02% -10K -23.2% $161.78 +13.4%
328 CAG CALL CONAGRA BRANDS INC Consumer Defensive 339,700.0 $5.3M 0.02% -21K -5.8% $15.72 -12.3%
329 WBD CALL WARNER BROS DISCOVERY INC Communication Services 193,700.0 $5.3M 0.02% -1.9M -90.8% $27.46 -1.7%
330 CALL ANGLOGOLD ASHANTI PLC 54,600.0 $5.3M 0.02% -77K -58.6% $97.36
331 VRT CALL VERTIV HOLDINGS CO Industrials 21,200.0 $5.3M 0.02% -12K -37.1% $250.58 +48.0%
332 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 62,300.0 $5.3M 0.02% -25K -28.6% $85.23 +5.5%
333 DIS PUT DISNEY WALT CO Communication Services 54,900.0 $5.3M 0.02% -184K -77.0% $96.38 +6.6%
334 BE PUT BLOOM ENERGY CORP Industrials 38,600.0 $5.2M 0.02% -26K -39.8% $135.49 +90.9%
335 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 217,300.0 $5.2M 0.02% -191K -46.7% $23.81 +39.0%
336 AXP PUT AMERICAN EXPRESS CO Financial Services 17,000.0 $5.1M 0.02% -61K -78.3% $302.48 +3.2%
337 ODFL PUT OLD DOMINION FREIGHT LINE IN Industrials 26,300.0 $5.1M 0.02% -10K -28.5% $195.40 +4.0%
338 SWK STANLEY BLACK & DECKER INC Industrials 72,315.0 $5.1M 0.02% -28K -27.8% $71.06 +5.7%
339 MMM 3M CO Industrials 35,382.0 $5.1M 0.02% -82K -69.9% $145.23 +0.7%
340 PAAS PUT PAN AMERN SILVER CORP Basic Materials 93,900.0 $5.1M 0.02% -161K -63.2% $54.63 +3.2%
Page 17 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%