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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 102 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 SVRA SAVARA INC Healthcare 195,077.0 $1.1M 0.00% +45K +30.0% $5.46 -8.1%
2022 DVN DEVON ENERGY CORP NEW Energy 21,158.0 $1.1M 0.00% -51K -70.7% $50.32 -6.2%
2023 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 54,398.0 $1.1M 0.00% -6K -10.6% $19.56 -11.9%
2024 HII CALL HUNTINGTON INGALLS INDS INC Industrials 2,800.0 $1.1M 0.00% +2K +133.3% $379.90 -15.6%
2025 LUV CALL SOUTHWEST AIRLS CO Industrials 28,300.0 $1.1M 0.00% -28K -50.0% $37.57 +8.8%
2026 RUN SUNRUN INC Energy 77,957.0 $1.1M 0.00% +75K +2498.6% $13.56 +7.8%
2027 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 7,800.0 $1.1M 0.00% $135.23 +0.6%
2028 ELF PUT E L F BEAUTY INC Consumer Defensive 17,400.0 $1.1M 0.00% -38K -68.4% $60.61 -12.7%
2029 TATT TAT TECHNOLOGIES LTD Industrials 25,946.0 $1.1M 0.00% NEW $40.63 -8.8%
2030 BEN FRANKLIN RESOURCES INC Financial Services 44,616.0 $1.1M 0.00% +45K +10000.0% $23.62 +31.3%
2031 BBY PUT BEST BUY INC Consumer Cyclical 16,400.0 $1.1M 0.00% -36K -68.8% $64.20 -4.0%
2032 GTLB CALL GITLAB INC Technology 48,600.0 $1.1M 0.00% -18K -27.6% $21.64 +23.5%
2033 FIG CALL FIGMA INC Technology 49,700.0 $1.1M 0.00% -18K -27.1% $21.14 +7.4%
2034 GPN CALL GLOBAL PMTS INC Industrials 15,600.0 $1.0M 0.00% -21K -57.8% $67.30 +8.9%
2035 INFY CALL INFOSYS LTD Technology 77,600.0 $1.0M 0.00% -7K -8.3% $13.51 -6.2%
2036 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,300.0 $1.0M 0.00% -55K -91.2% $197.50 +15.2%
2037 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 2,000.0 $1.0M 0.00% -5K -71.4% $522.71 -1.5%
2038 SATL SATELLOGIC INC Technology 192,031.0 $1.0M 0.00% NEW $5.44 +95.0%
2039 CALL GAMESTOP CORP 45,300.0 $1.0M 0.00% NEW $23.04
2040 SU SUNCOR ENERGY INC NEW Energy 15,753.0 $1.0M 0.00% -4K -18.7% $66.11 +1.9%
Page 102 of 216  ·  4,317 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%