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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 25 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MSCI CALL MSCI INC Financial Services 200.0 $108K NEW $539.01 +4.2%
482 POWW OUTDOOR HOLDING CO Industrials 52,606.0 $106K NEW $2.01 -1.0%
483 SAFEGUARD ACQUISITION CORP 263,345.0 $105K NEW $0.40
484 PENG PENGUIN SOLUTIONS INC Technology 5,856.0 $103K NEW $17.60 +166.0%
485 CGNT CALL COGNYTE SOFTWARE LTD Technology 12,700.0 $103K NEW $8.10 +25.2%
486 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 7,410.0 $103K NEW $13.86 -3.0%
487 HGV CALL HILTON GRAND VACATIONS INC Consumer Cyclical 2,600.0 $102K NEW $39.12 +14.7%
488 SPIRE GLOBAL INC 8,030.0 $101K NEW $12.58
489 PNW CALL PINNACLE WEST CAP CORP Utilities 1,000.0 $101K NEW $100.75 -2.3%
490 CRCT CRICUT INC Technology 26,632.0 $100K NEW $3.74 +5.1%
491 SUPN PUT SUPERNUS PHARMACEUTICALS Healthcare 1,900.0 $98K NEW $51.69 -4.4%
492 DRS CALL LEONARDO DRS INC Industrials 2,200.0 $98K NEW $44.52 -6.8%
493 GNW CALL GENWORTH FINL INC Financial Services 12,000.0 $97K NEW $8.12 +11.7%
494 APPS PUT DIGITAL TURBINE INC Technology 33,700.0 $97K NEW $2.88 +40.6%
495 HLMN HILLMAN SOLUTIONS CORP Industrials 11,640.0 $97K NEW $8.32 -13.3%
496 ANGI PUT ANGI INC Communication Services 14,000.0 $96K NEW $6.85 -24.4%
497 BZ KANZHUN LIMITED Industrials 7,022.0 $94K NEW $13.39 +5.8%
498 KRYS KRYSTAL BIOTECH INC Healthcare 354.0 $91K NEW $258.32 +18.6%
499 KARBON CAP PARTNERS CORP 177,282.0 $91K NEW $0.51
500 ALRM CALL ALARM COM HLDGS INC Technology 2,100.0 $91K NEW $43.19 +1.5%
Page 25 of 35  ·  685 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%