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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 54 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 ATI PUT ATI INC Industrials 23,100.0 $3.4M 0.01% +12K +100.9% $145.46 +10.3%
1062 RGLD CALL ROYAL GOLD INC Basic Materials 13,200.0 $3.4M 0.01% +7K +112.9% $254.49 -12.3%
1063 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 16,500.0 $3.4M 0.01% -11K -40.4% $203.18 +8.3%
1064 ING ING GROEP N.V. Financial Services 128,487.0 $3.3M 0.01% +128K +10000.0% $26.05 +17.7%
1065 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 11,900.0 $3.3M 0.01% -1K -8.5% $281.07 +25.2%
1066 DVA CALL DAVITA INC Healthcare 21,700.0 $3.3M 0.01% +21K +1872.7% $153.69 +29.3%
1067 BK PUT BANK NEW YORK MELLON CORP Financial Services 28,100.0 $3.3M 0.01% -36K -55.9% $118.63 +17.2%
1068 CVNA CALL CARVANA CO Consumer Cyclical 10,600.0 $3.3M 0.01% -3K -22.6% $314.38 -79.5%
1069 INTU PUT INTUIT Technology 7,700.0 $3.3M 0.01% -300.0 -3.8% $432.38 -29.0%
1070 PUT APTIV PLC 47,400.0 $3.3M 0.01% +41K +629.2% $69.44
1071 QCOM CALL QUALCOMM INC Technology 25,500.0 $3.3M 0.01% -20K -43.3% $128.78 +57.3%
1072 NEPTUNE INS HLDGS INC 135,364.0 $3.3M 0.01% +20K +17.3% $24.19
1073 GT CALL GOODYEAR TIRE & RUBR CO Consumer Cyclical 493,700.0 $3.3M 0.01% +268K +119.2% $6.63 -11.5%
1074 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 157,697.0 $3.3M 0.01% $20.74 +16.9%
1075 FSLY FASTLY INC Technology 112,471.0 $3.3M 0.01% +43K +62.0% $29.06 -43.6%
1076 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 53,800.0 $3.3M 0.01% -386K -87.8% $60.65 -1.8%
1077 CC CHEMOURS CO Basic Materials 148,005.0 $3.3M 0.01% +51K +52.5% $22.03 -2.7%
1078 SNAP SNAP INC Communication Services 707,720.0 $3.3M 0.01% -381K -35.0% $4.60 +22.3%
1079 OKTA CALL OKTA INC Technology 41,300.0 $3.3M 0.01% -12K -22.9% $78.71 +13.6%
1080 ACI CALL ALBERTSONS COS INC Consumer Defensive 190,700.0 $3.2M 0.01% +64K +50.8% $17.04 -4.5%
Page 54 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%