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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 111 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 ONDS ONDAS INC Technology 181.0 $2K -536K -100.0% $9.04 +24.0%
2202 RMBS RAMBUS INC DEL Technology 19.0 $2K -21K -99.9% $86.05 +51.6%
2203 HIMX CALL HIMAX TECHNOLOGIES INC Technology 200.0 $2K -9K -97.8% $7.87 +162.8%
2204 OSK OSHKOSH CORP Industrials 10.0 $1K -350.0 -97.2% $147.20 -14.3%
2205 CSCO CISCO SYS INC Technology 18.0 $1K -147K -100.0% $77.61 +48.9%
2206 CAR AVIS BUDGET GROUP INC Industrials 9.0 $1K -5K -99.8% $145.89 +2.9%
2207 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 398.0 $1K -6K -93.4% $3.07 -5.2%
2208 DBI PUT DESIGNER BRANDS INC Consumer Cyclical 200.0 $1K -27K -99.3% $5.69 +17.0%
2209 ALC ALCON AG Healthcare 15.0 $1K -323K -100.0% $75.33 -15.5%
2210 DXCM DEXCOM INC Healthcare 17.0 $1K -925K -100.0% $62.82 -8.0%
2211 GPC GENUINE PARTS CO Consumer Cyclical 10.0 $1K -103K -100.0% $105.80 -8.1%
2212 CCCC CALL C4 THERAPEUTICS INC Healthcare 400.0 $1K -24K -98.4% $2.63 +35.4%
2213 EVRG EVERGY INC Utilities 8.0 $655.0 -1K -99.3% $81.88 +1.0%
2214 LNT ALLIANT ENERGY CORP Utilities 9.0 $646.0 -6K -99.8% $71.78 +0.9%
2215 INMD INMODE LTD Healthcare 29.0 $397.0 -13K -99.8% $13.69 +2.6%
2216 BBAI PUT BIGBEAR AI HLDGS INC Technology 100.0 $352.0 -166K -99.9% $3.52 +15.9%
2217 IOVA CALL IOVANCE BIOTHERAPEUTICS INC Healthcare 100.0 $351.0 -163K -99.9% $3.51 +0.3%
2218 CVNA CARVANA CO Consumer Cyclical 1.0 $314.0 -6K -100.0% $314.00 -77.9%
2219 PEP PEPSICO INC Consumer Defensive 2.0 $311.0 -85K -100.0% $155.50 -4.4%
2220 PUT BITFARMS LTD 100.0 $216.0 -35K -99.7% $2.16
Page 111 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%