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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 77 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 OGN PUT ORGANON & CO Healthcare 57,100.0 $342K 0.00% -36K -38.6% $5.99 +124.0%
1522 NOC CALL NORTHROP GRUMMAN CORP Industrials 500.0 $341K 0.00% -500.0 -50.0% $682.24 -19.2%
1523 PAYC PUT PAYCOM SOFTWARE INC Technology 2,800.0 $340K 0.00% -3K -50.9% $121.54 +10.5%
1524 DAR PUT DARLING INGREDIENTS INC Consumer Defensive 5,500.0 $340K 0.00% -11K -66.7% $61.85 -6.5%
1525 SBET PUT SHARPLINK INC Financial Services 52,600.0 $339K 0.00% -61K -53.7% $6.45 -1.9%
1526 JBHT PUT HUNT J B TRANS SVCS INC Industrials 1,600.0 $339K 0.00% -2K -61.0% $211.90 +22.3%
1527 DD PUT DUPONT DE NEMOURS INC Basic Materials 7,400.0 $339K 0.00% -26K -77.8% $45.80 +2.9%
1528 CX PUT CEMEX SA EURO MTN BE 144A Basic Materials 29,600.0 $339K 0.00% -400.0 -1.3% $11.44 +10.1%
1529 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 36,000.0 $334K 0.00% -34K -48.6% $9.28 -1.4%
1530 OPCH PUT OPTION CARE HEALTH INC Healthcare 12,400.0 $334K 0.00% -17K -58.0% $26.92 -20.1%
1531 DOV PUT DOVER CORP Industrials 1,600.0 $334K 0.00% -3K -67.3% $208.45 -0.3%
1532 CRL CHARLES RIV LABS INTL INC Healthcare 1,932.0 $333K 0.00% -249K -99.2% $172.50 -7.9%
1533 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,818.0 $333K 0.00% -2K -19.9% $48.78 -6.6%
1534 ASPN CALL ASPEN AEROGELS INC Industrials 97,200.0 $332K 0.00% -72K -42.4% $3.42 +59.9%
1535 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 14,100.0 $330K 0.00% -32K -69.4% $23.39 -1.6%
1536 SAIL CALL SAILPOINT INC Technology 24,800.0 $328K 0.00% -27K -52.1% $13.24 +13.1%
1537 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 11,668.0 $328K 0.00% -10K -45.7% $28.11 +13.1%
1538 VOX ROYALTY CORP 62,326.0 $327K 0.00% -629K -91.0% $5.24
1539 BAX BAXTER INTL INC Healthcare 19,424.0 $326K 0.00% -58K -74.9% $16.80 +13.3%
1540 BILL PUT BILL HOLDINGS INC Technology 8,500.0 $326K 0.00% -2K -22.7% $38.30 -4.8%
Page 77 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%