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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 14 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMUS CALL T-MOBILE US INC Communication Services 30,700.0 $6.4M 0.03% -60K -66.1% $210.03 -11.8%
262 FLY FIREFLY AEROSPACE INC Industrials 225,000.0 $6.4M 0.03% -36K -13.9% $28.47 +42.0%
263 NTRA NATERA INC Healthcare 31,968.0 $6.4M 0.03% -28K -47.1% $199.99 -6.8%
264 ABBV PUT ABBVIE INC Healthcare 29,200.0 $6.4M 0.03% -71K -70.9% $217.49 -3.7%
265 GFL GFL ENVIRONMENTAL INC Industrials 152,052.0 $6.3M 0.03% -170K -52.8% $41.72 -11.1%
266 DKS DICKS SPORTING GOODS INC Consumer Cyclical 31,918.0 $6.3M 0.03% -3K -7.3% $198.29 +9.2%
267 DAL PUT DELTA AIR LINES INC Industrials 95,100.0 $6.3M 0.03% -16K -14.4% $66.48 +5.6%
268 NU NU HLDGS LTD Financial Services 439,365.0 $6.3M 0.03% -335K -43.3% $14.37 -15.2%
269 SLB PUT SLB LIMITED Energy 121,600.0 $6.2M 0.03% -99K -44.8% $51.39 +7.8%
270 LRCX CALL LAM RESEARCH CORP Technology 29,100.0 $6.2M 0.03% -65K -69.1% $213.66 +33.3%
271 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 28,800.0 $6.2M 0.03% -73K -71.8% $215.88 -34.6%
272 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 37,600.0 $6.2M 0.03% -84K -69.1% $165.34 +14.7%
273 AMGN PUT AMGEN INC Healthcare 17,600.0 $6.2M 0.03% -32K -64.4% $351.85 -7.8%
274 FANG PUT DIAMONDBACK ENERGY INC Energy 31,300.0 $6.2M 0.03% -11K -26.0% $197.79 +2.9%
275 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 18,300.0 $6.2M 0.03% -32K -63.4% $337.95 +19.6%
276 BHP PUT BHP BILLITON LIMITED Basic Materials 85,000.0 $6.2M 0.03% -44K -34.1% $72.74 +15.5%
277 BAC PUT BANK AMERICA CORP Financial Services 126,800.0 $6.2M 0.03% -926K -88.0% $48.75 +2.1%
278 HON CALL HONEYWELL INTL INC Industrials 27,200.0 $6.1M 0.03% -8K -22.7% $226.03 -5.7%
279 EBAY PUT EBAY INC. Consumer Cyclical 67,500.0 $6.1M 0.03% -38K -36.2% $91.02 +27.6%
280 UPS PUT UNITED PARCEL SVCS INC Industrials 62,100.0 $6.1M 0.03% -267K -81.1% $98.38 +0.6%
Page 14 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%