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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 33 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 OGN ORGANON & CO Healthcare 393,125.0 $2.4M 0.01% -1.1M -73.5% $5.99 +124.1%
642 STT STATE STR CORP Financial Services 18,592.0 $2.4M 0.01% -415K -95.7% $126.56 +19.4%
643 MARA CALL MARA HOLDINGS INC Financial Services 286,900.0 $2.3M 0.01% -253K -46.9% $8.16 +56.4%
644 VSH VISHAY INTERTECHNOLOGY INC Technology 129,539.0 $2.3M 0.01% -8K -5.8% $18.00 +110.6%
645 IREN CALL IREN LIMITED Financial Services 68,000.0 $2.3M 0.01% -47K -41.1% $34.28 +43.2%
646 GNRC PUT GENERAC HLDGS INC Industrials 11,900.0 $2.3M 0.01% -14K -54.9% $195.33 +26.3%
647 SMCI CALL SUPER MICRO COMPUTER INC Technology 102,000.0 $2.3M 0.01% -212K -67.5% $22.77 +38.5%
648 WYNN CALL WYNN RESORTS LTD Consumer Cyclical 22,600.0 $2.3M 0.01% -30K -56.6% $101.55 -6.8%
649 AAOI PUT APPLIED OPTOELECTRONICS INC Technology 27,100.0 $2.3M 0.01% -74K -73.1% $84.59 +100.2%
650 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 24,400.0 $2.3M 0.01% -96K -79.7% $93.87 +85.8%
651 AGX PUT ARGAN INC Industrials 4,200.0 $2.3M 0.01% -2K -32.3% $544.65 +19.0%
652 CENX CENTURY ALUM CO Basic Materials 38,959.0 $2.3M 0.01% -70K -64.2% $58.69 -0.2%
653 SATS PUT ECHOSTAR CORP Technology 19,500.0 $2.3M 0.01% -50K -72.1% $117.07 +16.8%
654 TTD PUT THE TRADE DESK INC Technology 100,100.0 $2.3M 0.01% -102K -50.5% $22.69 -10.3%
655 FIS CALL FIDELITY NATL INFORMATION SV Technology 48,400.0 $2.3M 0.01% -10K -16.8% $46.91 -9.4%
656 RKLB PUT ROCKET LAB CORP Industrials 35,300.0 $2.3M 0.01% -96K -73.0% $64.22 +95.6%
657 SM SM ENERGY COMPANY Energy 72,411.0 $2.3M 0.01% -226K -75.7% $31.18 +13.5%
658 EBAY CALL EBAY INC. Consumer Cyclical 24,800.0 $2.3M 0.01% -79K -76.0% $91.02 +24.9%
659 GSAT CALL GLOBALSTAR INC Communication Services 33,900.0 $2.3M 0.01% -48K -58.6% $66.42 +23.3%
660 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 38,500.0 $2.3M 0.01% -160K -80.6% $58.47 +13.7%
Page 33 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%