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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 81 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 PHM PUT PULTE GROUP INC Consumer Cyclical 14,500.0 $1.7M 0.01% +8K +110.1% $117.61 -1.1%
1602 DK CALL DELEK US HLDGS INC NEW Energy 37,800.0 $1.7M 0.01% -31K -45.1% $45.07 -6.6%
1603 AR PUT ANTERO RESOURCES CORP Energy 40,100.0 $1.7M 0.01% -80K -66.6% $42.44 -12.7%
1604 FLNC FLUENCE ENERGY INC Utilities 123,382.0 $1.7M 0.01% +49K +64.9% $13.76 +46.7%
1605 NOK NOKIA CORP Technology 211,006.0 $1.7M 0.01% +106K +101.2% $8.04 +76.4%
1606 CPRT COPART INC Industrials 51,090.0 $1.7M 0.01% -37K -42.2% $33.20 +3.6%
1607 CTSH CALL COGNIZANT TECHNOLOGY SOLUTIO Technology 27,600.0 $1.7M 0.01% +17K +168.0% $61.35 -14.7%
1608 VTRS PUT VIATRIS INC Healthcare 125,300.0 $1.7M 0.01% +67K +114.2% $13.51 +22.8%
1609 EXC CALL EXELON CORP Utilities 34,500.0 $1.7M 0.01% -111K -76.3% $49.02 -7.5%
1610 JD CALL JD.COM INC Consumer Cyclical 57,100.0 $1.7M 0.01% -92K -61.7% $29.57 +6.4%
1611 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 23,300.0 $1.7M 0.01% +8K +48.4% $72.46 +19.1%
1612 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 26,100.0 $1.7M 0.01% -38K -59.5% $64.61 +41.0%
1613 LEN CALL LENNAR CORP Consumer Cyclical 19,400.0 $1.7M 0.01% -48K -71.3% $86.84 +2.3%
1614 YPF YPF SOCIEDAD ANONIMA Energy 36,408.0 $1.7M 0.01% -10K -20.8% $46.22 +1.8%
1615 PAYX CALL PAYCHEX INC Industrials 18,200.0 $1.7M 0.01% -85K -82.4% $92.12 +2.3%
1616 M CALL MACYS INC Consumer Cyclical 92,400.0 $1.7M 0.01% -14K -13.4% $18.09 +14.0%
1617 DTM DT MIDSTREAM INC Energy 12,395.0 $1.7M 0.01% NEW $134.67 +10.8%
1618 GILT GILAT SATELLITE NETWORKS LTD Technology 111,132.0 $1.7M 0.01% +107K +2790.3% $15.02 +2.3%
1619 CVLT COMMVAULT SYS INC Technology 21,428.0 $1.7M 0.01% +19K +804.1% $77.89 +36.1%
1620 EL LAUDER ESTEE COS INC Consumer Defensive 23,238.0 $1.7M 0.01% NEW $71.77 +9.9%
Page 81 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%