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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 135 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 GAP CALL GAP INC Consumer Cyclical 20,400.0 $494K 0.00% -23K -52.7% $24.20 -0.6%
2682 GAP PUT GAP INC Consumer Cyclical 20,400.0 $494K 0.00% -1K -5.6% $24.20 -0.6%
2683 ILMN CALL ILLUMINA INC Healthcare 4,000.0 $493K 0.00% -2K -34.4% $123.26 +21.8%
2684 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,445.0 $492K 0.00% -3K -32.8% $90.42 -6.6%
2685 CALL CMB.TECH NV 38,900.0 $492K 0.00% +6K +16.8% $12.65
2686 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,269.0 $492K 0.00% +4K +211.4% $93.32 +5.0%
2687 DB PUT DEUTSCHE BK AG Financial Services 16,500.0 $491K 0.00% -138K -89.3% $29.78 +12.0%
2688 IT GARTNER INC Technology 3,103.0 $491K 0.00% +3K +10000.0% $158.34 +1.0%
2689 WRB CALL BERKLEY W R CORP Financial Services 7,400.0 $490K 0.00% +5K +221.7% $66.28 +1.6%
2690 PUT FLAGSTAR BANK NATIONAL ASSOC 37,200.0 $490K 0.00% -16K -29.8% $13.17
2691 DQ CALL DAQO NEW ENERGY CORP Technology 23,000.0 $489K 0.00% -8K -25.6% $21.27 -18.1%
2692 RUN CALL SUNRUN INC Energy 36,000.0 $488K 0.00% -103K -74.1% $13.56 +12.1%
2693 RL RALPH LAUREN CORP Consumer Cyclical 1,418.0 $488K 0.00% -12K -89.1% $343.99 +9.4%
2694 ARMK PUT ARAMARK Industrials 12,000.0 $486K 0.00% -6K -32.2% $40.54 +31.6%
2695 SRE PUT SEMPRA Utilities 5,000.0 $486K 0.00% -4K -43.2% $97.17 -6.1%
2696 OSK CALL OSHKOSH CORP Industrials 3,300.0 $486K 0.00% +2K +200.0% $147.21 -12.0%
2697 DUOL CALL DUOLINGO INC Technology 4,900.0 $483K 0.00% -15K -75.9% $98.57 +9.4%
2698 RUN PUT SUNRUN INC Energy 35,600.0 $483K 0.00% -142K -79.9% $13.56 +12.1%
2699 SWBI CALL SMITH & WESSON BRANDS INC Industrials 33,600.0 $481K 0.00% -39K -53.9% $14.33 +6.4%
2700 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 11,180.0 $481K 0.00% +11K +10000.0% $43.06 -2.8%
Page 135 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%