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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 142 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,511.0 $407K 0.00% +5K +10000.0% $73.90 +1.1%
2822 AMER SPORTS INC 12,361.0 $407K 0.00% -331K -96.4% $32.92
2823 HUM HUMANA INC Healthcare 2,332.0 $404K 0.00% -25K -91.5% $173.39 +77.6%
2824 HELE CALL HELEN OF TROY LTD Consumer Defensive 28,000.0 $404K 0.00% -13K -31.0% $14.42 +91.7%
2825 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 2,300.0 $404K 0.00% -2K -43.9% $175.48 +58.2%
2826 AGEN AGENUS INC Healthcare 120,565.0 $403K 0.00% -3K -2.3% $3.34 +2.4%
2827 TECH CALL BIO-TECHNE CORP Healthcare 7,700.0 $402K 0.00% -2K -16.3% $52.26 -2.5%
2828 PUT PONY AI INC 42,600.0 $402K 0.00% +4K +9.2% $9.44
2829 BMBL CALL BUMBLE INC Technology 122,900.0 $401K 0.00% +92K +296.4% $3.26 -0.5%
2830 ROL CALL ROLLINS INC Consumer Cyclical 7,500.0 $401K 0.00% NEW $53.41 -6.3%
2831 INCY INCYTE CORP Healthcare 4,256.0 $401K 0.00% +4K +1506.0% $94.12 +3.0%
2832 S CALL SENTINELONE INC Technology 31,100.0 $401K 0.00% +14K +84.0% $12.88 +40.8%
2833 HLI HOULIHAN LOKEY INC Financial Services 2,788.0 $400K 0.00% -112K -97.6% $143.62 +1.1%
2834 SLM PUT SLM CORP Financial Services 18,700.0 $400K 0.00% -4K -17.6% $21.41 +2.6%
2835 MSGE CALL SPHERE ENTERTAINMENT CO Communication Services 3,400.0 $399K 0.00% -25K -88.2% $117.40 -40.1%
2836 TBN TAMBORAN RES CORP Basic Materials 7,983.0 $399K 0.00% +482.0 +6.4% $49.99 -30.4%
2837 MMYT CALL MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 10,700.0 $399K 0.00% +5K +78.3% $37.29 +26.3%
2838 A PUT AGILENT TECHNOLOGIES INC Healthcare 3,500.0 $399K 0.00% -24K -87.2% $113.98 +19.9%
2839 DQ PUT DAQO NEW ENERGY CORP Technology 18,700.0 $398K 0.00% -11K -36.4% $21.27 -20.1%
2840 TRIP PUT TRIPADVISOR INC Consumer Cyclical 37,300.0 $398K 0.00% +1K +2.8% $10.66 +1.4%
Page 142 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%