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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 107 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 LILAK LIBERTY LATIN AMERICA LTD Communication Services 108,029.0 $953K 0.00% -77K -41.8% $8.82 -9.0%
2122 DLTR PUT DOLLAR TREE INC Consumer Defensive 8,700.0 $953K 0.00% -75K -89.6% $109.51 -13.3%
2123 VICR PUT VICOR CORP Technology 5,900.0 $950K 0.00% -11K -64.5% $161.00 +66.5%
2124 NEU NEWMARKET CORP Basic Materials 1,479.0 $948K 0.00% -10K -87.5% $640.95 +15.1%
2125 MLTX CALL MOONLAKE IMMUNOTHERAPEUTICS Healthcare 50,800.0 $947K 0.00% -4K -7.0% $18.64 -2.4%
2126 EXTR EXTREME NETWORKS INC Technology 62,721.0 $946K 0.00% NEW $15.08 +69.8%
2127 RELY CALL REMITLY GLOBAL INC Technology 60,300.0 $945K 0.00% -12K -16.8% $15.67 +37.7%
2128 DCH DAUCH CORP Industrials 159,340.0 $945K 0.00% NEW $5.93 +7.8%
2129 CPNG CALL COUPANG INC Consumer Cyclical 50,000.0 $944K 0.00% -66K -57.0% $18.88 -14.6%
2130 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,100.0 $943K 0.00% -15K -83.1% $304.08 +5.6%
2131 BROS PUT DUTCH BROS INC Consumer Cyclical 18,600.0 $942K 0.00% -87K -82.3% $50.66 +2.9%
2132 NIO NIO INC Consumer Cyclical 155,324.0 $937K 0.00% -94K -37.6% $6.03 -13.8%
2133 OR CALL OR ROYALTIES INC. Basic Materials 24,600.0 $935K 0.00% +11K +75.7% $38.02 -6.4%
2134 ARWR CALL ARROWHEAD PHARMACEUTICALS IN Healthcare 14,900.0 $934K 0.00% -45K -75.0% $62.70 +19.5%
2135 SITM PUT SITIME CORP Technology 2,700.0 $932K 0.00% +3K +2600.0% $345.35 +111.0%
2136 VERA VERA THERAPEUTICS INC Healthcare 23,156.0 $932K 0.00% +8K +55.1% $40.23 -15.4%
2137 BAX PUT BAXTER INTL INC Healthcare 55,400.0 $931K 0.00% -197K -78.0% $16.80 +14.2%
2138 ARM ARM HOLDINGS PLC Technology 6,146.0 $930K 0.00% -27K -81.4% $151.28 +102.6%
2139 ENR CALL ENERGIZER HLDGS INC Industrials 56,600.0 $929K 0.00% -7K -10.6% $16.42 +10.7%
2140 REGN CALL REGENERON PHARMACEUTICALS Healthcare 1,200.0 $927K 0.00% -3K -68.4% $772.64 -17.3%
Page 107 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%