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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 50 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MDB CALL MONGODB INC Technology 15,700.0 $3.8M 0.02% -16K -50.9% $244.77 +36.7%
982 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 583,672.0 $3.8M 0.02% +151K +34.9% $6.58 +41.0%
983 KMT KENNAMETAL INC Industrials 105,682.0 $3.8M 0.02% NEW $36.13 -4.3%
984 TEM TEMPUS AI INC Healthcare 84,322.0 $3.8M 0.02% -86K -50.6% $45.22 +0.7%
985 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 70,500.0 $3.8M 0.02% +51K +267.2% $53.88 -7.3%
986 CME CALL CME GROUP INC Financial Services 12,800.0 $3.8M 0.02% -3K -20.0% $295.35 +2.4%
987 INSM CALL INSMED INC Healthcare 23,100.0 $3.8M 0.02% -10K -29.1% $163.52 -34.3%
988 INSTALLED BLDG PRODS INC 14,244.0 $3.8M 0.02% NEW $265.15
989 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 13,700.0 $3.8M 0.02% +4K +35.6% $275.18 -10.2%
990 LIBERTY GLOBAL LTD 311,552.0 $3.8M 0.02% +8K +2.6% $12.09
991 GEV CALL GE VERNOVA INC Utilities 4,300.0 $3.8M 0.02% +600.0 +16.2% $872.90 +15.9%
992 LI AUTO INC 3,750,000.0 $3.8M 0.02% $1.00
993 CELH CELSIUS HLDGS INC Consumer Defensive 105,582.0 $3.7M 0.02% -148K -58.4% $35.48 -19.3%
994 HAE HAEMONETICS CORP MASS Healthcare 66,359.0 $3.7M 0.02% +6K +10.7% $56.36 +0.9%
995 AFRM AFFIRM HLDGS INC Technology 81,542.0 $3.7M 0.02% -33K -28.5% $45.82 +42.5%
996 NFLX PUT NETFLIX INC. Communication Services 38,800.0 $3.7M 0.02% -181K -82.3% $96.15 -7.1%
997 URI PUT UNITED RENTALS INC Industrials 5,100.0 $3.7M 0.01% -100.0 -1.9% $728.56 +27.3%
998 TEM PUT TEMPUS AI INC Healthcare 82,100.0 $3.7M 0.01% -13K -13.8% $45.22 +0.7%
999 SEANERGY MARITIME HLDGS CORP 287,509.0 $3.7M 0.01% -7K -2.4% $12.91
1000 GAU GALIANO GOLD INC Basic Materials 1,477,180.0 $3.7M 0.01% +1.5M +5413.7% $2.51 -10.4%
Page 50 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%