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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 20 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MDB PUT MONGODB INC Technology 18,500.0 $4.5M 0.02% -5K -21.3% $244.77 +36.2%
382 URBN URBAN OUTFITTERS INC Consumer Cyclical 71,381.0 $4.5M 0.02% -88K -55.2% $63.35 +9.3%
383 GIS PUT GENERAL MILLS INC Consumer Defensive 121,100.0 $4.5M 0.02% -186K -60.6% $37.22 -9.2%
384 KKR PUT KKR & CO INC Financial Services 48,700.0 $4.5M 0.02% -69K -58.6% $92.50 +0.6%
385 SBUX CALL STARBUCKS CORP Consumer Cyclical 50,200.0 $4.5M 0.02% -63K -55.7% $89.59 +20.0%
386 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 148,500.0 $4.5M 0.02% -209K -58.4% $30.12 +13.1%
387 DELL PUT DELL TECHNOLOGIES INC Technology 27,200.0 $4.5M 0.02% -35K -56.0% $164.13 +44.7%
388 ADI PUT ANALOG DEVICES INC Technology 14,000.0 $4.5M 0.02% -26K -65.4% $318.14 +31.8%
389 JBT MAREL CORPORATION 34,828.0 $4.5M 0.02% -4K -9.9% $127.87
390 SNOW PUT SNOWFLAKE INC Technology 29,500.0 $4.4M 0.02% -58K -66.1% $150.82 +11.6%
391 BLACKLINE INC 4,695,000.0 $4.4M 0.02% -2.0M -29.9% $0.94
392 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 9,900.0 $4.4M 0.02% -5K -32.2% $446.54 -1.1%
393 KLAC PUT KLA CORP Technology 3,000.0 $4.4M 0.02% -4K -56.5% $1472.41 +19.0%
394 PNR PENTAIR PLC Industrials 50,500.0 $4.4M 0.02% -82K -61.9% $87.11 -17.2%
395 UBER PUT UBER TECHNOLOGIES INC Technology 60,900.0 $4.4M 0.02% -266K -81.4% $71.93 +3.0%
396 TJX CALL TJX COS INC NEW Consumer Cyclical 27,400.0 $4.4M 0.02% -102K -78.8% $159.70 -4.6%
397 SAP PUT SAP SE Technology 25,500.0 $4.4M 0.02% -300.0 -1.2% $171.21 +4.8%
398 RBRK RUBRIK INC. Technology 88,931.0 $4.4M 0.02% -568K -86.5% $48.97 +32.0%
399 ZTS CALL ZOETIS INC Healthcare 36,800.0 $4.4M 0.02% -17K -31.2% $118.21 -34.1%
400 NET PUT CLOUDFLARE INC Technology 20,900.0 $4.3M 0.02% -34K -62.2% $206.34 -2.2%
Page 20 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%