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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 19 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PBR CALL PETROLEO BRASILEIRO S A Energy 526,200.0 $10.9M 0.04% +433K +462.8% $20.75 -1.7%
362 NOW CALL SERVICENOW INC Technology 104,200.0 $10.9M 0.04% +30K +40.0% $104.55 -3.1%
363 ESNT ESSENT GROUP LTD Financial Services 186,408.0 $10.9M 0.04% -193K -50.9% $58.44 +3.9%
364 CTRA COTERRA ENERGY INC Energy 309,140.0 $10.9M 0.04% -23K -7.0% $35.14 -7.3%
365 AMBA AMBARELLA INC Technology 210,934.0 $10.9M 0.04% +202K +2201.8% $51.48 +50.6%
366 COHR COHERENT CORP Technology 45,488.0 $10.8M 0.04% -92K -67.0% $238.21 +49.3%
367 ASML PUT ASML HLDG NV Technology 8,200.0 $10.8M 0.04% -13K -61.9% $1320.83 +11.4%
368 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 86,274.0 $10.8M 0.04% +38K +78.0% $125.46 +8.3%
369 LULU LULULEMON ATHLETICA INC Consumer Cyclical 70,693.0 $10.8M 0.04% -224K -76.0% $153.10 -22.0%
370 ISRG CALL INTUITIVE SURGICAL INC Healthcare 23,400.0 $10.8M 0.04% +9K +64.8% $460.99 -4.7%
371 HL HECLA MINING COMPANY Basic Materials 576,463.0 $10.7M 0.04% +575K +10000.0% $18.63 -11.0%
372 WISDOMTREE INC 8,000,000.0 $10.7M 0.04% -3.0M -27.3% $1.34
373 WDC PUT WESTERN DIGITAL CORP Technology 39,200.0 $10.6M 0.04% -68K -63.3% $270.49 +68.1%
374 META PUT META PLATFORMS INC Communication Services 18,500.0 $10.6M 0.04% -222K -92.3% $572.13 +5.5%
375 WAY WAYSTAR HLDG CORP Technology 438,989.0 $10.6M 0.04% NEW $24.11 -18.5%
376 MSTR PUT STRATEGY INC Technology 84,800.0 $10.6M 0.04% -66K -43.6% $124.80 +33.8%
377 TD CALL TORONTO DOMINION BK ONT Financial Services 113,000.0 $10.5M 0.04% -6K -5.4% $93.31 +16.4%
378 SLB CALL SLB LIMITED Energy 204,500.0 $10.5M 0.04% +8K +4.0% $51.39 +11.0%
379 NFLX CALL NETFLIX INC. Communication Services 109,100.0 $10.5M 0.04% -3K -2.6% $96.15 -7.2%
380 PM PHILIP MORRIS INTL INC Consumer Defensive 63,346.0 $10.5M 0.04% -138K -68.6% $165.34 +16.6%
Page 19 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%