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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 101 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 KURA PUT KURA ONCOLOGY INC Healthcare 6,800.0 $55K -4K -35.9% $8.13 +12.1%
2002 PCG CALL PG&E CORP Utilities 3,100.0 $54K -114K -97.3% $17.57 -9.4%
2003 POWL CALL POWELL INDS INC Industrials 100.0 $54K -1K -92.3% $541.08 -51.0%
2004 CALL CALUMET INC 1,500.0 $54K -9K -86.0% $35.90
2005 BWA BORGWARNER INC Consumer Cyclical 975.0 $53K -3K -76.7% $54.26 +11.8%
2006 PD PAGERDUTY INC Technology 8,501.0 $53K -10K -53.7% $6.21 +16.4%
2007 BBBY CALL BED BATH & BEYOND INC Consumer Cyclical 11,200.0 $52K -54K -82.9% $4.64 -1.0%
2008 SGHT SIGHT SCIENCES INC Healthcare 13,709.0 $52K -280K -95.3% $3.77 +28.6%
2009 PUT BIOHAVEN LTD 6,100.0 $52K -7K -53.4% $8.46
2010 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,383.0 $52K -862K -99.7% $21.62 +19.2%
2011 PFGC PUT PERFORMANCE FOOD GROUP CO Consumer Defensive 600.0 $51K -10K -94.4% $85.66 +11.0%
2012 PI PUT IMPINJ INC Technology 500.0 $51K -400.0 -44.4% $102.70 +35.3%
2013 CALL LIBERTY MEDIA CORP DEL 600.0 $51K -3K -81.2% $85.02
2014 EVGO CALL EVGO INC Consumer Cyclical 29,600.0 $51K -115K -79.5% $1.72 +7.6%
2015 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 500.0 $51K -22K -97.8% $101.55 -7.1%
2016 MUSA PUT MURPHY USA INC Consumer Cyclical 100.0 $49K -200.0 -66.7% $493.97 +14.4%
2017 HUBB PUT HUBBELL INC Industrials 100.0 $49K -300.0 -75.0% $490.74 -5.5%
2018 ACAD PUT ACADIA PHARMACEUTICALS INC Healthcare 2,200.0 $49K -25K -91.9% $22.26 -7.8%
2019 BYND PUT BEYOND MEAT INC Consumer Defensive 69,600.0 $49K -5K -6.5% $0.70 +5.4%
2020 PUT ODDITY TECH LTD 3,600.0 $48K -6K -63.6% $13.38
Page 101 of 112  ·  2,237 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%