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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 65 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 AXON PUT AXON ENTERPRISE INC Industrials 6,000.0 $2.5M 0.01% -22K -78.6% $424.69 -8.2%
1282 BBY CALL BEST BUY INC Consumer Cyclical 39,400.0 $2.5M 0.01% -24K -37.4% $64.20 -4.8%
1283 TTD CALL THE TRADE DESK INC Technology 111,400.0 $2.5M 0.01% -36K -24.2% $22.69 -7.4%
1284 ZTS ZOETIS INC Healthcare 21,328.0 $2.5M 0.01% -8K -27.8% $118.21 -32.6%
1285 AUGO AURA MINERALS INC Basic Materials 30,895.0 $2.5M 0.01% -169K -84.5% $81.60 -7.7%
1286 RIO RIO TINTO PLC Basic Materials 26,919.0 $2.5M 0.01% -82K -75.3% $93.29 +10.7%
1287 VST CALL VISTRA CORP Utilities 16,700.0 $2.5M 0.01% -14K -45.2% $150.33 -4.2%
1288 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 119,705.0 $2.5M 0.01% +83K +228.1% $20.95 +11.6%
1289 CI CALL THE CIGNA GROUP Healthcare 9,400.0 $2.5M 0.01% -7K -43.7% $266.75 +5.7%
1290 CALL UNILEVER PLC 44,000.0 $2.5M 0.01% -17K -28.3% $56.97
1291 SLI STANDARD LITHIUM LTD Basic Materials 733,391.0 $2.5M 0.01% +244K +49.9% $3.41 +5.9%
1292 GDX VANECK ETF TRUST 27,182.0 $2.5M 0.01% -2K -8.4% $91.77 -6.2%
1293 DG CALL DOLLAR GEN CORP Consumer Defensive 21,000.0 $2.5M 0.01% -23K -52.2% $118.73 -11.5%
1294 BIIB CALL BIOGEN INC Healthcare 13,600.0 $2.5M 0.01% -31K -69.7% $183.33 +3.3%
1295 TPR PUT TAPESTRY INC Consumer Cyclical 17,600.0 $2.5M 0.01% -30K -62.6% $141.11 -3.8%
1296 INTEGRA RES CORP 904,372.0 $2.5M 0.01% -832K -47.9% $2.73
1297 APP PUT APPLOVIN CORP Technology 6,200.0 $2.5M 0.01% -17K -72.8% $398.00 +22.1%
1298 XPEV PUT XPENG INC Consumer Cyclical 143,900.0 $2.5M 0.01% -3K -2.2% $17.11 -11.5%
1299 SAN BANCO SANTANDER SA Financial Services 217,977.0 $2.5M 0.01% NEW $11.28 +9.8%
1300 OLN CALL OLIN CORP Basic Materials 82,700.0 $2.5M 0.01% -15K -15.4% $29.73 -12.5%
Page 65 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%