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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 23 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 119,879.0 $9.1M 0.04% +85K +240.1% $76.16 +11.8%
442 HOG HARLEY DAVIDSON INC Consumer Cyclical 450,142.0 $9.1M 0.04% +179K +66.2% $20.22 +24.6%
443 KOSMOS ENERGY LTD 11,558,000.0 $9.1M 0.04% +3.6M +44.5% $0.79
444 WDAY CALL WORKDAY INC Technology 69,800.0 $9.1M 0.04% +32K +82.7% $129.92 -3.8%
445 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 384,973.0 $9.0M 0.04% +361K +1490.5% $23.36 -13.4%
446 DELL DELL TECHNOLOGIES INC Technology 54,745.0 $9.0M 0.04% +13K +32.7% $164.13 +47.5%
447 OKEANIS ECO TANKERS COR 177,417.0 $9.0M 0.04% +74K +71.9% $50.59
448 OKE CALL ONEOK INC NEW Energy 99,200.0 $9.0M 0.04% -129K -56.5% $90.39 +2.1%
449 SCHW PUT SCHWAB CHARLES CORP Financial Services 95,400.0 $9.0M 0.04% -28K -22.7% $93.98 -3.3%
450 KO PUT COCA COLA CO Consumer Defensive 117,700.0 $9.0M 0.04% -112K -48.8% $76.05 +6.3%
451 TXN CALL TEXAS INSTRS INC Technology 46,100.0 $8.9M 0.04% -87K -65.4% $194.14 +55.9%
452 PG CALL PROCTER & GAMBLE CO Consumer Defensive 61,900.0 $8.9M 0.04% -167K -73.0% $144.44 -2.0%
453 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 81,900.0 $8.9M 0.04% +78K +2240.0% $109.10 +13.4%
454 ACN CALL ACCENTURE PLC IRELAND Technology 44,900.0 $8.9M 0.04% -11K -19.2% $198.29 -10.5%
455 WMB WILLIAMS COS INC Energy 122,156.0 $8.9M 0.04% -17K -12.1% $72.78 +6.8%
456 DOCU DOCUSIGN INC Technology 187,464.0 $8.9M 0.04% +55K +41.2% $47.41 +0.6%
457 HAS HASBRO INC Consumer Cyclical 94,797.0 $8.9M 0.04% -161K -62.9% $93.60 +1.8%
458 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 43,700.0 $8.9M 0.04% -74K -62.9% $202.98 -11.7%
459 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 8,900.0 $8.9M 0.04% -27K -75.5% $996.43 +5.3%
460 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 8,900.0 $8.9M 0.04% -5K -37.3% $996.43 +5.3%
Page 23 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%