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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 76 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 FOSL FOSSIL GROUP INC Consumer Cyclical 83,518.0 $360K 0.00% -179K -68.2% $4.31 -5.3%
1502 RIG TRANSOCEAN LTD Energy 54,046.0 $358K 0.00% -167K -75.6% $6.63 +10.7%
1503 OSCR CALL OSCAR HEALTH INC Healthcare 31,200.0 $358K 0.00% -74K -70.5% $11.47 +93.0%
1504 ATKR ATKORE INC Industrials 6,070.0 $358K 0.00% -41K -87.0% $58.91 +29.3%
1505 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,758.0 $357K 0.00% -10K -84.4% $203.18 +8.3%
1506 LOGI PUT LOGITECH INTL S A Technology 3,900.0 $355K 0.00% -6K -61.4% $91.12 +16.1%
1507 LRN PUT STRIDE INC Consumer Defensive 4,000.0 $353K 0.00% -24K -85.8% $88.17 -0.6%
1508 NVAX PUT NOVAVAX INC Healthcare 43,200.0 $352K 0.00% -57K -56.8% $8.14 +10.3%
1509 RESERVOIR MEDIA INC 1,756,562.0 $351K 0.00% -37K -2.1% $0.20
1510 PFGC CALL PERFORMANCE FOOD GROUP CO Consumer Defensive 4,100.0 $351K 0.00% -11K -72.1% $85.66 +10.5%
1511 RSG PUT REPUBLIC SVCS INC Industrials 1,600.0 $350K 0.00% -6K -80.2% $219.02 -3.1%
1512 BMRN PUT BIOMARIN PHARMACEUTICAL INC Healthcare 6,200.0 $350K 0.00% -2K -24.4% $56.49 -4.2%
1513 ACMR CALL ACM RESH INC Technology 8,900.0 $350K 0.00% -9K -49.7% $39.35 +81.9%
1514 FIGS CALL FIGS INC Consumer Cyclical 23,600.0 $349K 0.00% -1K -4.1% $14.77 -15.8%
1515 SONO SONOS INC Technology 25,923.0 $347K 0.00% -21K -45.2% $13.40 +12.1%
1516 BDX CALL BECTON DICKINSON & CO Healthcare 2,200.0 $346K 0.00% -9K -80.2% $157.23 -7.0%
1517 RAIL FREIGHTCAR AMER INC Industrials 43,324.0 $345K 0.00% -128K -74.6% $7.97 -3.8%
1518 ICHR CALL ICHOR HOLDINGS Technology 7,400.0 $345K 0.00% -8K -50.3% $46.61 +40.1%
1519 GRND PUT GRINDR INC Technology 28,500.0 $345K 0.00% -2K -7.8% $12.09 +6.1%
1520 CSIQ CALL CANADIAN SOLAR INC Energy 24,700.0 $342K 0.00% -99K -80.0% $13.85 +30.7%
Page 76 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%