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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 32 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ST SENSATA TECHNOLOGIES HLDG PL Technology 566.0 $20K NEW $35.22 +37.9%
622 ULCC FRONTIER GROUP HLDGS INC Industrials 5,634.0 $20K NEW $3.53 +35.1%
623 CHARGEPOINT HOLDINGS INC 4,064.0 $20K NEW $4.86
624 AMERICA MOVIL SAB DE CV 740.0 $19K NEW $25.48
625 FCFS PUT FIRSTCASH HOLDINGS INC Financial Services 100.0 $19K NEW $188.00 +20.9%
626 SABR SABRE CORP Consumer Cyclical 11,981.0 $17K NEW $1.45 +8.2%
627 DCI DONALDSON INC Industrials 203.0 $17K NEW $84.87 -2.5%
628 DLB DOLBY LABORATORIES INC Technology 284.0 $17K NEW $60.06 -9.3%
629 PYROPHYTE ACQUISITION CORP. 50,000.0 $16K NEW $0.33
630 STUBHUB HLDGS INC 2,433.0 $15K NEW $6.24
631 AWR PUT AMER STATES WTR CO Utilities 200.0 $15K NEW $75.62 +0.6%
632 ENB ENBRIDGE INC Energy 240.0 $13K NEW $54.14 +3.6%
633 GRAL GRAIL INC Healthcare 240.0 $12K NEW $51.68 +16.8%
634 PUT CHARGEPOINT HOLDINGS INC 2,500.0 $12K NEW $4.86
635 GWW WW GRAINGER INC Industrials 11.0 $12K NEW $1090.82 +16.1%
636 KLIC KULICKE & SOFFA INDS INC Technology 177.0 $12K NEW $65.72 +52.5%
637 TRMD CALL TORM PLC Energy 400.0 $11K NEW $27.90 +16.2%
638 NEOG PUT NEOGEN CORP Healthcare 1,200.0 $11K NEW $9.29 -9.2%
639 PCTY CALL PAYLOCITY HLDG CORP Technology 100.0 $11K NEW $108.04 +4.0%
640 KODIAK AI INC. 10,000.0 $11K NEW $1.08
Page 32 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%