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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 106 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,200.0 $973K 0.00% +800.0 +33.3% $304.08 +5.6%
2102 EFX CALL EQUIFAX INC Industrials 5,400.0 $972K 0.00% +4K +390.9% $180.07 -8.9%
2103 ERO PUT ERO COPPER CORP Basic Materials 36,400.0 $971K 0.00% +16K +78.4% $26.67 +1.2%
2104 CMI CUMMINS INC Industrials 1,801.0 $969K 0.00% -160K -98.9% $538.02 +18.9%
2105 MGNX MACROGENICS INC Healthcare 335,265.0 $969K 0.00% +302K +910.4% $2.89 +56.7%
2106 AMKR PUT AMKOR TECHNOLOGY INC Technology 21,500.0 $968K 0.00% -188K -89.7% $45.03 +46.0%
2107 RCAT RED CAT HLDGS INC Technology 73,905.0 $967K 0.00% +74K +10000.0% $13.09 -28.1%
2108 MTZ CALL MASTEC INC Industrials 3,000.0 $965K 0.00% -3K -50.8% $321.74 +18.8%
2109 EQNR EQUINOR ASA Energy 22,858.0 $965K 0.00% +16K +217.3% $42.20 -8.0%
2110 PUT ICICI BANK LIMITED 37,200.0 $963K 0.00% +7K +22.8% $25.90
2111 LC PUT LENDINGCLUB ISSUANCE TR SER Financial Services 67,200.0 $962K 0.00% +9K +15.9% $14.32 +9.1%
2112 PNC PNC FINL SVCS GROUP INC Financial Services 4,623.0 $962K 0.00% -68K -93.6% $208.09 +5.4%
2113 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 13,000.0 $961K 0.00% +8K +140.7% $73.90 +2.0%
2114 TRIP CALL TRIPADVISOR INC Consumer Cyclical 90,000.0 $959K 0.00% +46K +106.9% $10.66 -5.4%
2115 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 12,900.0 $958K 0.00% -2K -14.0% $74.26 -6.9%
2116 NTNX PUT NUTANIX INC Technology 25,200.0 $958K 0.00% +1K +5.0% $38.01 +24.0%
2117 ABVX ABIVAX SA Healthcare 8,594.0 $957K 0.00% -15K -62.8% $111.35 +9.6%
2118 XPEV CALL XPENG INC Consumer Cyclical 55,700.0 $953K 0.00% -55K -49.8% $17.11 -8.9%
2119 INTT INTEST CORP Technology 69,815.0 $953K 0.00% NEW $13.65 +37.3%
2120 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 4,400.0 $953K 0.00% -2K -25.4% $216.58 -5.5%
Page 106 of 216  ·  4,317 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%