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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 5 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 256,500.0 $15.6M 0.07% -65K -20.2% $60.65 -6.0%
82 MRNA CALL MODERNA INC Healthcare 305,200.0 $15.5M 0.07% -44K -12.6% $50.80 -1.5%
83 AVGO PUT BROADCOM INC Technology 49,500.0 $15.3M 0.06% -47K -48.9% $309.51 +37.4%
84 NXST NEXSTAR MEDIA GROUP INC Communication Services 83,172.0 $15.0M 0.06% -33K -28.6% $180.83 +9.1%
85 CRWD CROWDSTRIKE HLDGS INC Technology 37,781.0 $14.8M 0.06% -7K -15.4% $390.41 +48.5%
86 AMZN PUT AMAZON COM INC Consumer Cyclical 70,800.0 $14.7M 0.06% -262K -78.8% $208.27 +26.8%
87 AGX ARGAN INC Industrials 26,946.0 $14.7M 0.06% -9K -24.7% $544.65 +32.6%
88 GLW PUT CORNING INC Technology 107,100.0 $14.6M 0.06% -25K -19.1% $135.97 +53.2%
89 XOM PUT EXXON MOBIL CORP Energy 85,500.0 $14.5M 0.06% -158K -64.9% $169.66 -9.9%
90 EOG CALL EOG RES INC Energy 99,200.0 $14.3M 0.06% -11K -9.7% $144.57 -5.9%
91 MSGE SPHERE ENTERTAINMENT CO Communication Services 121,260.0 $14.2M 0.06% -183K -60.1% $117.40 -41.7%
92 INTC CALL INTEL CORP Technology 321,400.0 $14.2M 0.06% -135K -29.6% $44.13 +162.7%
93 NEXTERA ENERGY CAP HLDGS INC 10,000,000.0 $13.9M 0.06% -2.5M -20.0% $1.39
94 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 93,700.0 $13.7M 0.06% -7K -7.2% $146.28 -8.6%
95 GOOGL PUT ALPHABET INC Communication Services 47,400.0 $13.6M 0.06% -106K -69.0% $287.56 +39.5%
96 LIVN LIVANOVA PLC Healthcare 213,595.0 $13.6M 0.06% -436K -67.1% $63.56 +12.8%
97 MS PUT MORGAN STANLEY Financial Services 82,300.0 $13.5M 0.06% -260K -76.0% $164.57 +18.2%
98 AMAT PUT APPLIED MATLS INC Technology 39,100.0 $13.4M 0.06% -38K -49.5% $341.79 +27.7%
99 WDC WESTERN DIGITAL CORP Technology 49,189.0 $13.3M 0.06% -9K -15.4% $270.49 +80.8%
100 OUTFRONT MEDIA INC 499,988.0 $13.2M 0.06% -704K -58.5% $26.50
Page 5 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%