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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 138 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 MOD PUT MODINE MFG CO Consumer Cyclical 2,100.0 $455K 0.00% -6K -75.0% $216.71 +29.2%
2742 AUPH PUT AURINIA PHARMACEUTICALS INC Healthcare 30,700.0 $455K 0.00% -45K -59.6% $14.82 +4.9%
2743 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 25,800.0 $455K 0.00% +14K +113.2% $17.62 +3.7%
2744 CHEF CHEFS WHSE INC Consumer Defensive 7,644.0 $454K 0.00% NEW $59.45 +29.2%
2745 JAZZ PUT JAZZ PHARMACEUTICALS PLC Healthcare 2,400.0 $454K 0.00% -900.0 -27.3% $189.05 +25.7%
2746 XP CALL XP INC Financial Services 23,800.0 $453K 0.00% -32K -57.5% $19.04 -9.6%
2747 ECL PUT ECOLAB INC Basic Materials 1,700.0 $452K 0.00% +2K +1600.0% $266.02 -1.3%
2748 TE CALL T1 ENERGY INC Industrials 102,400.0 $450K 0.00% -140K -57.7% $4.39 +149.7%
2749 LQDA PUT LIQUIDIA CORPORATION Healthcare 11,900.0 $449K 0.00% -30K -71.7% $37.74 +64.4%
2750 FIVN CALL FIVE9 INC Technology 29,600.0 $449K 0.00% +2K +6.1% $15.17 +47.3%
2751 BRBR BELLRING BRANDS INC Consumer Defensive 27,866.0 $448K 0.00% +17K +147.5% $16.09 -46.6%
2752 LNC LINCOLN NATL CORP IND Financial Services 12,628.0 $448K 0.00% +13K +10000.0% $35.50 -0.8%
2753 MTA METALLA RTY & STREAMING LTD Basic Materials 67,603.0 $448K 0.00% +32K +90.8% $6.63 +12.1%
2754 NEOG CALL NEOGEN CORP Healthcare 48,200.0 $448K 0.00% NEW $9.29 -1.0%
2755 NTRS PUT NORTHERN TR CORP Financial Services 3,200.0 $447K 0.00% -400.0 -11.1% $139.57 +20.3%
2756 FHN FIRST HORIZON CORPORATION Financial Services 19,599.0 $446K 0.00% -113K -85.2% $22.76 +6.3%
2757 LYEL LYELL IMMUNOPHARMA INC Healthcare 22,207.0 $445K 0.00% NEW $20.06 -16.6%
2758 XP PUT XP INC Financial Services 23,300.0 $444K 0.00% -78K -76.9% $19.04 -9.6%
2759 ALRM ALARM COM HLDGS INC Technology 10,264.0 $443K 0.00% NEW $43.19 +1.6%
2760 JJSF J & J SNACK FOODS CORP Consumer Defensive 5,591.0 $443K 0.00% -496.0 -8.2% $79.27 -2.4%
Page 138 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%