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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 141 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 PMVP PMV PHARMACEUTICALS INC Healthcare 335,694.0 $416K 0.00% $1.24 -2.4%
2802 F FORD MTR CO Consumer Cyclical 36,028.0 $416K 0.00% -31K -46.3% $11.54 +43.7%
2803 BRZE CALL BRAZE INC Technology 17,600.0 $416K 0.00% +14K +375.7% $23.61 -2.3%
2804 THC CALL TENET HEALTHCARE CORP Healthcare 2,200.0 $415K 0.00% -8K -78.8% $188.71 -6.5%
2805 HUBS PUT HUBSPOT INC Technology 1,700.0 $415K 0.00% -6K -77.3% $244.10 -17.5%
2806 SANM PUT SANMINA CORP Technology 3,200.0 $415K 0.00% -6K -64.8% $129.64 +108.0%
2807 SITM CALL SITIME CORP Technology 1,200.0 $414K 0.00% +600.0 +100.0% $345.35 +112.3%
2808 CX CALL CEMEX SA EURO MTN BE 144A Basic Materials 36,200.0 $414K 0.00% NEW $11.44 +15.5%
2809 CFG CALL CITIZENS FINL GROUP INC Financial Services 6,900.0 $414K 0.00% +2K +27.8% $59.97 +4.4%
2810 MKSI CALL MKS INC. Technology 1,800.0 $414K 0.00% +2K +1700.0% $229.81 +41.9%
2811 CRITICAL METALS CORP 51,934.0 $412K 0.00% NEW $7.94
2812 QUBT PUT QUANTUM COMPUTING INC Technology 60,100.0 $412K 0.00% +52K +651.2% $6.85 +78.8%
2813 TRMB PUT TRIMBLE INC Technology 6,300.0 $411K 0.00% +3K +85.3% $65.23 -16.4%
2814 AROC CALL ARCHROCK INC Energy 11,800.0 $411K 0.00% NEW $34.80 +0.9%
2815 ADNT CALL ADIENT PLC Consumer Cyclical 20,300.0 $410K 0.00% NEW $20.21 +16.5%
2816 KEY PUT KEYCORP Financial Services 20,400.0 $409K 0.00% NEW $20.05 +6.1%
2817 TECK CALL TECK RESOURCES LTD Basic Materials 7,900.0 $409K 0.00% -15K -65.0% $51.75 +26.8%
2818 RJF RAYMOND JAMES FINL INC Financial Services 2,822.0 $409K 0.00% -185K -98.5% $144.79 -1.7%
2819 SVM SILVERCORP METALS INC Basic Materials 38,002.0 $408K 0.00% NEW $10.74 +12.4%
2820 DHI D R HORTON INC Consumer Cyclical 2,970.0 $408K 0.00% -10K -76.5% $137.22 +6.7%
Page 141 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%