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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 62 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SM PUT SM ENERGY COMPANY Energy 21,900.0 $683K 0.00% -102K -82.4% $31.18 +11.6%
1222 CALL BIRKENSTOCK HOLDING PLC 19,000.0 $681K 0.00% -11K -36.7% $35.83
1223 SA PUT SEABRIDGE GOLD INC Basic Materials 23,900.0 $677K 0.00% -92K -79.5% $28.34 +8.2%
1224 XPEV XPENG INC Consumer Cyclical 39,539.0 $677K 0.00% -79K -66.5% $17.11 -11.5%
1225 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 78,000.0 $675K 0.00% -212K -73.1% $8.65 +72.5%
1226 CAKE PUT CHEESECAKE FACTORY INC Consumer Cyclical 12,300.0 $673K 0.00% -29K -70.3% $54.75 +10.6%
1227 VRSN VERISIGN INC Technology 2,710.0 $673K 0.00% -82K -96.8% $248.36 +22.0%
1228 CYTK PUT CYTOKINETICS INC Healthcare 10,200.0 $672K 0.00% -7K -42.0% $65.91 +18.4%
1229 FNV FRANCO NEV CORP Basic Materials 2,711.0 $670K 0.00% -5K -62.8% $247.05 -8.6%
1230 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,905.0 $666K 0.00% -25K -78.0% $96.47 +2.3%
1231 SN SHARKNINJA INC Consumer Cyclical 6,225.0 $659K 0.00% -9K -59.7% $105.90 -3.7%
1232 NTR PUT NUTRIEN LTD Basic Materials 8,700.0 $657K 0.00% -10K -53.7% $75.46 -6.9%
1233 OSCR OSCAR HEALTH INC Healthcare 57,215.0 $656K 0.00% -114K -66.7% $11.47 +93.0%
1234 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 8,400.0 $655K 0.00% -26K -75.2% $78.03 -2.2%
1235 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 102,200.0 $652K 0.00% -220K -68.3% $6.38 +20.2%
1236 BNTX PUT BIONTECH SE Healthcare 7,300.0 $649K 0.00% -12K -62.2% $88.88 +2.3%
1237 CIFR CIPHER DIGITAL INC Financial Services 50,071.0 $644K 0.00% -184K -78.6% $12.87 +67.2%
1238 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 8,300.0 $640K 0.00% -11K -57.6% $77.13 +14.7%
1239 HSY HERSHEY CO Consumer Defensive 3,065.0 $637K 0.00% -3K -52.2% $207.89 -8.4%
1240 AXON CALL AXON ENTERPRISE INC Industrials 1,500.0 $637K 0.00% -6K -78.6% $424.69 -8.2%
Page 62 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%