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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 94 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 MLCO CALL MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 20,300.0 $115K -3K -13.2% $5.68 -3.2%
1862 MBLY PUT MOBILEYE GLOBAL INC Consumer Cyclical 16,600.0 $114K -42K -71.4% $6.87 +45.9%
1863 HAL HALLIBURTON CO Energy 2,915.0 $114K -96K -97.1% $38.99 +7.1%
1864 DBI CALL DESIGNER BRANDS INC Consumer Cyclical 19,900.0 $113K -6K -23.8% $5.69 +12.7%
1865 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 1,500.0 $113K -9K -86.2% $75.09 -1.1%
1866 SDGR CALL SCHRODINGER INC Healthcare 9,900.0 $112K -7K -41.4% $11.36 +5.2%
1867 SHOO CALL MADDEN STEVEN LTD Consumer Cyclical 3,300.0 $112K -20K -85.7% $33.92 +14.4%
1868 SMPL CALL SIMPLY GOOD FOODS CO Consumer Defensive 7,800.0 $112K -5K -38.6% $14.35 -19.5%
1869 USAR USA RARE EARTH INC Basic Materials 7,359.0 $111K -169K -95.8% $15.13 +61.2%
1870 STLA STELLANTIS N.V Consumer Cyclical 15,689.0 $111K -49K -75.7% $7.09 +5.6%
1871 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 10,200.0 $110K -108K -91.3% $10.83 +6.9%
1872 UPS UNITED PARCEL SVCS INC Industrials 1,120.0 $110K -275K -99.6% $98.38 +0.6%
1873 SEI SOLARIS ENERGY INFRAS INC Energy 1,936.0 $109K -14K -87.9% $56.51 +39.1%
1874 MPWR CALL MONOLITHIC PWR SYS INC Technology 100.0 $109K -600.0 -85.7% $1093.35 +41.8%
1875 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 1,400.0 $109K -21K -93.8% $78.03 -6.9%
1876 AGX CALL ARGAN INC Industrials 200.0 $109K -9K -97.9% $544.65 +22.1%
1877 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 3,200.0 $108K -20K -86.1% $33.85 +48.2%
1878 ENVX PUT ENOVIX CORPORATION Industrials 20,700.0 $107K -196K -90.5% $5.18 +18.0%
1879 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 30,356.0 $107K -792K -96.3% $3.51 -1.7%
1880 MP MP MATERIALS CORP Basic Materials 2,206.0 $106K -202K -98.9% $48.26 +27.0%
Page 94 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%