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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 59 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 GTLB GITLAB INC Technology 36,023.0 $780K 0.00% -20K -35.7% $21.64 +18.4%
1162 AESI PUT ATLAS ENERGY SOLUTIONS INC Energy 59,400.0 $779K 0.00% -50K -45.5% $13.12 +48.4%
1163 QXO CALL QXO INC Industrials 40,100.0 $779K 0.00% -28K -40.8% $19.42 -11.3%
1164 EMN PUT EASTMAN CHEM CO Basic Materials 10,200.0 $778K 0.00% -100K -90.8% $76.32 -4.1%
1165 PENN PUT PENN ENTERTAINMENT INC Consumer Cyclical 51,700.0 $777K 0.00% -46K -47.4% $15.03 +11.1%
1166 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 5,700.0 $776K 0.00% -3K -33.7% $136.09 -9.0%
1167 WIX PUT WIX COM LTD Technology 8,600.0 $775K 0.00% -18K -67.7% $90.07 -39.2%
1168 ENB PUT ENBRIDGE INC Energy 14,300.0 $774K 0.00% -40K -73.7% $54.14 +6.7%
1169 PCAR CALL PACCAR INC Industrials 6,700.0 $774K 0.00% -8K -54.4% $115.50 -5.3%
1170 DECK PUT DECKERS OUTDOOR CORP Consumer Cyclical 7,700.0 $771K 0.00% -45K -85.4% $100.09 +2.5%
1171 PI IMPINJ INC Technology 7,502.0 $770K 0.00% -33K -81.5% $102.70 +33.6%
1172 ASX PUT ASE TECHNOLOGY HLDG CO LTD Technology 35,400.0 $767K 0.00% -11K -23.7% $21.68 +50.6%
1173 EMBJ PUT EMBRAER S.A. Industrials 12,900.0 $765K 0.00% -29K -69.5% $59.34 -4.8%
1174 RF PUT REGIONS FINANCIAL CORP NEW Financial Services 29,300.0 $765K 0.00% -66K -69.2% $26.12 +5.4%
1175 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 23,600.0 $765K 0.00% -11K -32.6% $32.41 -0.2%
1176 BILI BILIBILI INC Technology 33,860.0 $764K 0.00% -50K -59.8% $22.56 -22.1%
1177 KNX CALL KNIGHT-SWIFT TRANSN HLDGS IN Industrials 13,200.0 $760K 0.00% -19K -58.5% $57.58 +22.0%
1178 FIGX CAP ACQUISITION CORP. 74,000.0 $756K 0.00% -15K -16.9% $10.22
1179 LNC CALL LINCOLN NATL CORP IND Financial Services 21,300.0 $756K 0.00% -16K -42.9% $35.50 +1.4%
1180 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 9,800.0 $756K 0.00% -30K -75.1% $77.13 +14.7%
Page 59 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%