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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 61 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 ELF E L F BEAUTY INC Consumer Defensive 11,731.0 $711K 0.00% -27K -69.9% $60.61 -12.4%
1202 TEL CALL TE CONNECTIVITY PLC Technology 3,400.0 $711K 0.00% -2K -34.6% $209.02 -3.7%
1203 PBI PITNEY BOWES INC Industrials 64,273.0 $710K 0.00% -33K -33.7% $11.05 +40.3%
1204 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 83,800.0 $708K 0.00% -61K -42.1% $8.45 +26.6%
1205 HMC HONDA MOTOR CO LTD Consumer Cyclical 29,070.0 $707K 0.00% -124K -81.0% $24.31 +8.0%
1206 NDAQ PUT NASDAQ INC Financial Services 8,300.0 $705K 0.00% -5K -36.6% $84.89 +6.5%
1207 GSAT PUT GLOBALSTAR INC Communication Services 10,600.0 $704K 0.00% -24K -69.3% $66.42 +24.5%
1208 USAR PUT USA RARE EARTH INC Basic Materials 46,500.0 $704K 0.00% -139K -74.9% $15.13 +49.1%
1209 SIG PUT SIGNET JEWELERS LIMITED Consumer Cyclical 8,300.0 $703K 0.00% -6K -43.1% $84.64 -7.2%
1210 VAL CALL VALARIS LTD Energy 7,100.0 $696K 0.00% -14K -66.8% $98.04 +11.8%
1211 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 7,600.0 $694K 0.00% -18K -69.7% $91.37 -16.3%
1212 JBL PUT JABIL INC Technology 2,600.0 $691K 0.00% -23K -89.8% $265.63 +34.2%
1213 ESEA EUROSEAS LTD Industrials 10,327.0 $690K 0.00% -12K -54.1% $66.85 +12.1%
1214 FIX PUT COMFORT SYS USA INC Industrials 500.0 $689K 0.00% -1K -68.8% $1378.99 +33.0%
1215 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,268.0 $689K 0.00% -86K -89.4% $67.07 +25.0%
1216 NXT NEXTPOWER INC Technology 5,707.0 $688K 0.00% -80K -93.4% $120.55 +0.4%
1217 GPC CALL GENUINE PARTS CO Consumer Cyclical 6,500.0 $687K 0.00% -2K -20.7% $105.75 -7.7%
1218 VEEV PUT VEEVA SYS INC Healthcare 3,900.0 $685K 0.00% -3K -45.8% $175.66 -6.1%
1219 RARE CALL ULTRAGENYX PHARMACEUTICAL IN Healthcare 32,700.0 $685K 0.00% -6K -14.6% $20.95 +11.6%
1220 PUT VIKING HOLDINGS LTD 9,300.0 $683K 0.00% -4K -31.6% $73.48
Page 61 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%