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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 48 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ALB ALBEMARLE CORP Basic Materials 6,719.0 $1.2M 0.01% -137K -95.3% $179.53 -5.4%
942 TE PUT T1 ENERGY INC Industrials 274,700.0 $1.2M 0.01% -279K -50.4% $4.39 +98.2%
943 MPWR PUT MONOLITHIC PWR SYS INC Technology 1,100.0 $1.2M 0.01% -2K -62.1% $1093.35 +42.8%
944 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 50,460.0 $1.2M 0.01% -118K -70.1% $23.56 -10.8%
945 FANG CALL DIAMONDBACK ENERGY INC Energy 6,000.0 $1.2M 0.01% -58K -90.7% $197.79 +1.6%
946 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 36,800.0 $1.2M 0.01% -216K -85.4% $32.01 +2.5%
947 TOL CALL TOLL BROTHERS INC Consumer Cyclical 8,600.0 $1.2M 0.01% -17K -66.5% $136.47 -0.1%
948 OGN CALL ORGANON & CO Healthcare 195,500.0 $1.2M 0.01% -169K -46.4% $5.99 +124.0%
949 CG PUT CARLYLE GROUP INC Financial Services 24,200.0 $1.2M 0.01% -8K -25.5% $48.39 -6.7%
950 TSCO PUT TRACTOR SUPPLY CO Consumer Cyclical 25,600.0 $1.2M 0.01% -17K -39.6% $45.30 -30.0%
951 BOOT BOOT BARN HLDGS INC Consumer Cyclical 7,920.0 $1.2M 0.01% -79K -90.9% $146.36 +5.6%
952 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 20,100.0 $1.2M 0.01% -700.0 -3.4% $57.58 +22.0%
953 PWR PUT QUANTA SVCS INC Industrials 2,100.0 $1.2M 0.01% -9K -81.4% $549.02 +29.3%
954 ODFL CALL OLD DOMINION FREIGHT LINE IN Industrials 5,900.0 $1.2M 0.01% -11K -65.3% $195.40 +6.3%
955 XPO CALL XPO INC Industrials 5,900.0 $1.1M 0.01% -8K -57.2% $194.55 +8.3%
956 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 43,400.0 $1.1M 0.01% -112K -72.0% $26.43 +5.6%
957 LEGN CALL LEGEND BIOTECH CORP Healthcare 63,400.0 $1.1M 0.01% -18K -22.5% $18.09 +54.7%
958 RCAT CALL RED CAT HLDGS INC Technology 87,300.0 $1.1M 0.01% -243K -73.6% $13.09 -31.7%
959 CNP CENTERPOINT ENERGY INC Utilities 26,474.0 $1.1M 0.01% -1K -5.1% $43.16 -1.6%
960 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 3,900.0 $1.1M 0.01% -13K -76.7% $292.75 +33.2%
Page 48 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%