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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 7 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTRA COTERRA ENERGY INC Energy 309,140.0 $10.9M 0.04% -23K -7.0% $35.14 -7.3%
122 COHR COHERENT CORP Technology 45,488.0 $10.8M 0.04% -92K -67.0% $238.21 +70.0%
123 ASML PUT ASML HLDG NV Technology 8,200.0 $10.8M 0.04% -13K -61.9% $1320.83 +13.7%
124 LULU LULULEMON ATHLETICA INC Consumer Cyclical 70,693.0 $10.8M 0.04% -224K -76.0% $153.10 -20.9%
125 WISDOMTREE INC 8,000,000.0 $10.7M 0.04% -3.0M -27.3% $1.34
126 WDC PUT WESTERN DIGITAL CORP Technology 39,200.0 $10.6M 0.04% -68K -63.3% $270.49 +80.8%
127 META PUT META PLATFORMS INC Communication Services 18,500.0 $10.6M 0.04% -222K -92.3% $572.13 +8.1%
128 MSTR PUT STRATEGY INC Technology 84,800.0 $10.6M 0.04% -66K -43.6% $124.80 +49.8%
129 TD CALL TORONTO DOMINION BK ONT Financial Services 113,000.0 $10.5M 0.04% -6K -5.4% $93.31 +16.0%
130 NFLX CALL NETFLIX INC. Communication Services 109,100.0 $10.5M 0.04% -3K -2.6% $96.15 -9.6%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 63,346.0 $10.5M 0.04% -138K -68.6% $165.34 +16.0%
132 MMSI MERIT MED SYS INC Healthcare 150,963.0 $10.4M 0.04% -409K -73.0% $68.93 -9.2%
133 MU PUT MICRON TECHNOLOGY INC Technology 30,800.0 $10.4M 0.04% -64K -67.6% $337.84 +129.7%
134 DRAFTKINGS INC NEW 11,500,000.0 $10.4M 0.04% -2.0M -14.8% $0.90
135 TLT CALL ISHARES TR 119,300.0 $10.3M 0.04% -380K -76.1% $86.69 -3.5%
136 PG PUT PROCTER & GAMBLE CO Consumer Defensive 71,100.0 $10.3M 0.04% -158K -68.9% $144.44 -1.2%
137 RKT ROCKET COS INC Financial Services 709,736.0 $10.1M 0.04% -1.1M -61.6% $14.25 +0.2%
138 PFE CALL PFIZER INC Healthcare 359,100.0 $10.1M 0.04% -315K -46.7% $28.08 -8.3%
139 MO CALL ALTRIA GROUP INC Consumer Defensive 152,500.0 $10.1M 0.04% -325K -68.0% $65.99 +9.7%
140 CVS CALL CVS HEALTH CORP Healthcare 140,100.0 $10.1M 0.04% -40K -22.2% $71.82 +35.3%
Page 7 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%