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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 2 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML HLDG NV Technology 55,059.0 $72.7M 0.30% +48K +686.0% $1320.83 +13.7%
22 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 440,430.0 $69.3M 0.29% +440K +10000.0% $157.28 -1.0%
23 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 103,900.0 $67.6M 0.28% -344K -76.8% $650.34 +13.7%
24 HBAN HUNTINGTON BANCSHARES INC Financial Services 4,238,232.0 $66.3M 0.28% +2.7M +168.7% $15.65 -0.9%
25 MSFT MICROSOFT CORP Technology 177,863.0 $65.8M 0.27% -185K -51.0% $370.17 +10.6%
26 ALLY ALLY FINL INC Financial Services 1,609,715.0 $63.1M 0.26% +532K +49.3% $39.23 +7.0%
27 KLAC KLA CORP Technology 42,232.0 $62.2M 0.26% +21K +100.1% $1472.41 +28.6%
28 MSFT PUT MICROSOFT CORP Technology 167,500.0 $62.0M 0.26% -48K -22.4% $370.17 +10.6%
29 TRIP COM GROUP LTD 58,500,000.0 $60.7M 0.25% +30.5M +108.9% $1.04
30 MTCH MATCH GROUP INC NEW Communication Services 1,974,407.0 $60.6M 0.25% +1.9M +1993.5% $30.71 +16.3%
31 INTU INTUIT Technology 136,235.0 $58.9M 0.24% +78K +133.2% $432.38 -12.5%
32 LIN LINDE PLC Basic Materials 118,639.0 $58.8M 0.24% -16K -12.1% $495.76 +3.2%
33 EQIX EQUINIX INC Real Estate 59,262.0 $58.1M 0.24% +50K +507.6% $980.24 +10.1%
34 META CALL META PLATFORMS INC Communication Services 100,900.0 $57.7M 0.24% -64K -38.6% $572.13 +8.1%
35 DOCS DOXIMITY INC Healthcare 2,452,125.0 $57.1M 0.24% +2.3M +1979.6% $23.30 -22.7%
36 MKTX MARKETAXESS HLDGS INC Financial Services 332,723.0 $54.9M 0.23% +164K +97.2% $164.98 -14.8%
37 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 276,958.0 $54.7M 0.23% +66K +31.3% $197.50 +22.7%
38 TSLA TESLA INC Consumer Cyclical 147,108.0 $54.7M 0.23% +32K +27.6% $371.75 +19.2%
39 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 137,428.0 $53.8M 0.22% +110K +393.0% $391.76 +105.4%
40 TOL TOLL BROTHERS INC Consumer Cyclical 391,002.0 $53.4M 0.22% -54K -12.1% $136.47 -3.3%
Page 2 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%