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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 29 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 103,000.0 $2.7M 0.01% -71K -40.8% $26.35 -2.7%
562 OC CALL OWENS CORNING NEW Industrials 25,000.0 $2.7M 0.01% -16K -38.9% $108.22 +3.7%
563 CELH PUT CELSIUS HLDGS INC Consumer Defensive 76,200.0 $2.7M 0.01% -214K -73.8% $35.48 -17.9%
564 DHI CALL D R HORTON INC Consumer Cyclical 19,700.0 $2.7M 0.01% -59K -75.1% $137.22 +0.2%
565 MP CALL MP MATERIALS CORP Basic Materials 55,700.0 $2.7M 0.01% -121K -68.5% $48.26 +17.4%
566 MCHP MICROCHIP TECHNOLOGY INC. Technology 41,603.0 $2.7M 0.01% -173K -80.6% $64.61 +43.6%
567 CCJ CALL CAMECO CORP Energy 24,700.0 $2.7M 0.01% -87K -77.9% $108.61 -4.7%
568 SPGI CALL S&P GLOBAL INC Financial Services 6,300.0 $2.7M 0.01% -7K -52.3% $425.34 -1.9%
569 W CALL WAYFAIR INC Consumer Cyclical 35,600.0 $2.7M 0.01% -25K -41.6% $75.21 -21.2%
570 IONQ CALL IONQ INC Technology 92,700.0 $2.7M 0.01% -16K -14.4% $28.83 +71.0%
571 WM PUT WASTE MGMT INC DEL Industrials 11,600.0 $2.7M 0.01% -72K -86.2% $229.79 -3.1%
572 LOW LOWES COS INC Consumer Cyclical 11,274.0 $2.7M 0.01% -20K -64.0% $236.28 -7.7%
573 MPC CALL MARATHON PETE CORP Energy 10,900.0 $2.7M 0.01% -38K -77.7% $244.18 +6.3%
574 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 20,300.0 $2.7M 0.01% -20K -49.5% $130.95 +4.9%
575 CRWV CALL COREWEAVE INC Technology 34,300.0 $2.7M 0.01% -21K -38.2% $77.47 +33.9%
576 ON CALL ON SEMICONDUCTOR CORP Technology 42,900.0 $2.7M 0.01% -16K -26.8% $61.92 +76.7%
577 KHC PUT KRAFT HEINZ CO Consumer Defensive 117,800.0 $2.6M 0.01% -189K -61.5% $22.49 +3.8%
578 PUT CRH PLC 25,200.0 $2.6M 0.01% -52K -67.3% $105.12
579 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 17,300.0 $2.6M 0.01% -27K -61.0% $153.10 -21.5%
580 PEP PUT PEPSICO INC Consumer Defensive 17,000.0 $2.6M 0.01% -170K -90.9% $155.29 -4.0%
Page 29 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%