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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 26 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PSMT PUT PRICESMART INC Consumer Defensive 600.0 $90K NEW $150.50 +7.8%
502 PUT BEONE MEDICINES LTD 300.0 $89K NEW $296.97
503 MHK PUT MOHAWK INDS INC Consumer Cyclical 900.0 $89K NEW $98.46 -4.9%
504 CMPS PUT COMPASS PATHWAYS PLC Healthcare 16,000.0 $88K NEW $5.53 +84.8%
505 THOMSON REUTERS CORP 978.0 $88K NEW $89.98
506 PUT NATWEST GROUP PLC 5,900.0 $88K NEW $14.90
507 INMD PUT INMODE LTD Healthcare 6,300.0 $86K NEW $13.68 +2.5%
508 PUT KODIAK AI INC. 12,200.0 $85K NEW $6.94
509 CALL AMERICA MOVIL SAB DE CV 3,300.0 $84K NEW $25.48
510 GNTX PUT GENTEX CORP Consumer Cyclical 3,800.0 $83K NEW $21.85 +2.4%
511 PHR PUT PHREESIA INC Healthcare 9,900.0 $83K NEW $8.38 +10.6%
512 EZPW EZCORP INC Financial Services 3,252.0 $83K NEW $25.38 +29.2%
513 TAK CALL TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,400.0 $81K NEW $18.52 -10.9%
514 SQM PUT SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,000.0 $81K NEW $80.94 +0.5%
515 BCE BCE INC Communication Services 3,133.0 $79K NEW $25.24 -5.4%
516 ICLR PUT ICON PLC Healthcare 700.0 $77K NEW $110.66 +3.5%
517 BYD BOYD GAMING CORP Consumer Cyclical 937.0 $77K NEW $82.18 -5.2%
518 AEE PUT AMEREN CORP Utilities 700.0 $77K NEW $109.92 -2.3%
519 DCI PUT DONALDSON INC Industrials 900.0 $76K NEW $84.87 -4.5%
520 PUT CNH INDL N V 6,900.0 $76K NEW $11.00
Page 26 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%