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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 103 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 PPC CALL PILGRIMS PRIDE CORP Consumer Defensive 1,000.0 $38K -1K -52.4% $37.76 -27.0%
2042 SGRY SURGERY PARTNERS INC Healthcare 3,162.0 $38K -369K -99.2% $11.92 +17.0%
2043 VIR CALL VIR BIOTECHNOLOGY INC Healthcare 4,200.0 $38K -20K -83.0% $8.96 -1.9%
2044 PSTG EVERPURE INC Technology 635.0 $37K -54K -98.8% $59.04 +47.9%
2045 AAOI APPLIED OPTOELECTRONICS INC Technology 443.0 $37K -63K -99.3% $84.59 +104.8%
2046 AI C3 AI INC Technology 4,446.0 $37K -49K -91.7% $8.42 +3.9%
2047 UPWK UPWORK INC Industrials 3,410.0 $37K -47.0 -1.4% $10.96 -25.5%
2048 ARGX ARGENX SE Healthcare 51.0 $37K -597.0 -92.1% $730.25 +6.3%
2049 CORT PUT CORCEPT THERAPEUTICS INC Healthcare 900.0 $36K -1K -55.0% $40.31 +39.8%
2050 MANH MANHATTAN ASSOCIATES INC Technology 272.0 $36K -53K -99.5% $133.12 -1.4%
2051 POWI PUT POWER INTEGRATIONS INC Technology 700.0 $36K -23K -97.0% $51.20 +43.0%
2052 BNTX CALL BIONTECH SE Healthcare 400.0 $36K -9K -95.9% $88.88 -0.0%
2053 BIRKENSTOCK HOLDING PLC 987.0 $35K -2K -66.6% $35.83
2054 POOL POOL CORP Industrials 174.0 $35K -318.0 -64.6% $202.33 -13.3%
2055 PNR CALL PENTAIR PLC Industrials 400.0 $35K -4K -91.7% $87.11 -16.6%
2056 ACMR ACM RESH INC Technology 871.0 $34K -5K -86.0% $39.35 +60.7%
2057 ABCL ABCELLERA BIOLOGICS INC Healthcare 9,780.0 $34K -239K -96.1% $3.49 +19.2%
2058 AXSM PUT AXSOME THERAPEUTICS INC. Healthcare 200.0 $34K -600.0 -75.0% $169.02 +34.5%
2059 ALT CALL ALTIMMUNE INC Healthcare 10,800.0 $33K -54K -83.2% $3.08 -9.1%
2060 CROX CROCS INC Consumer Cyclical 400.0 $33K -34K -98.8% $83.02 +14.4%
Page 103 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%