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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 59 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PCVX VAXCYTE INC Healthcare 50,650.0 $2.9M 0.01% +36K +242.1% $58.11 -18.4%
1162 ESAB ESAB CORPORATION Industrials 30,399.0 $2.9M 0.01% +25K +506.4% $96.66 -5.7%
1163 WMG WARNER MUSIC GROUP CORP Communication Services 115,045.0 $2.9M 0.01% NEW $25.54 +32.8%
1164 SMCI PUT SUPER MICRO COMPUTER INC Technology 129,000.0 $2.9M 0.01% -215K -62.5% $22.77 +46.9%
1165 PUT BUNGE GLOBAL SA 23,000.0 $2.9M 0.01% +15K +173.8% $127.20
1166 CALL BROOKFIELD ASSET MANAGMT LTD 65,800.0 $2.9M 0.01% +12K +22.8% $44.45
1167 SYK CALL STRYKER CORPORATION Healthcare 8,900.0 $2.9M 0.01% +2K +34.9% $328.59 -2.2%
1168 STT CALL STATE STR CORP Financial Services 23,100.0 $2.9M 0.01% +8K +55.0% $126.56 +21.7%
1169 OUSTER INC 159,143.0 $2.9M 0.01% +159K +10000.0% $18.37
1170 FE PUT FIRSTENERGY CORP Utilities 57,700.0 $2.9M 0.01% +8K +16.3% $50.66 -10.2%
1171 BRO BROWN & BROWN INC Financial Services 44,825.0 $2.9M 0.01% -25K -35.4% $65.21 -10.3%
1172 TGT PUT TARGET CORP Consumer Defensive 24,100.0 $2.9M 0.01% -143K -85.5% $121.20 +0.9%
1173 GD CALL GENERAL DYNAMICS CORP Industrials 8,500.0 $2.9M 0.01% -5K -37.0% $343.22 -1.3%
1174 PUT UNILEVER PLC 51,200.0 $2.9M 0.01% +6K +12.5% $56.97
1175 CHWY PUT CHEWY INC Consumer Cyclical 107,700.0 $2.9M 0.01% -90K -45.4% $27.00 -26.2%
1176 ONON CALL ON HLDG AG Consumer Cyclical 85,200.0 $2.9M 0.01% +28K +49.0% $34.02 +15.2%
1177 CPB THE CAMPBELLS COMPANY Consumer Defensive 129,681.0 $2.9M 0.01% +109K +517.4% $22.27 -10.0%
1178 AMT AMERICAN TOWER CORP Real Estate 16,684.0 $2.9M 0.01% +15K +1233.7% $172.58 +6.5%
1179 HRB PUT BLOCK H & R INC Consumer Cyclical 90,700.0 $2.9M 0.01% +80K +732.1% $31.74 +19.4%
1180 MEDP MEDPACE HLDGS INC Healthcare 5,995.0 $2.9M 0.01% -3K -34.5% $480.19 -10.4%
Page 59 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%