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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 104 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 CAH PUT CARDINAL HEALTH INC Healthcare 4,800.0 $1.0M 0.00% -36K -88.2% $211.31 -5.0%
2062 AXTI PUT AXT INC Technology 17,800.0 $1.0M 0.00% NEW $56.98 +147.2%
2063 FFIV CALL F5 INC Technology 3,500.0 $1.0M 0.00% +2K +218.2% $289.33 +36.0%
2064 CAVA CAVA GROUP INC Consumer Cyclical 12,514.0 $1.0M 0.00% -10K -44.5% $80.90 -0.6%
2065 LYFT CALL LYFT INC Technology 75,800.0 $1.0M 0.00% -77K -50.4% $13.30 +4.5%
2066 UGP ULTRAPAR PARTICIPACOES SA Energy 182,723.0 $1.0M 0.00% +99K +118.2% $5.51 +3.3%
2067 GDYN GRID DYNAMICS HLDGS INC Technology 176,600.0 $1.0M 0.00% NEW $5.70 +25.1%
2068 BCC BOISE CASCADE CO DEL Basic Materials 13,251.0 $1.0M 0.00% +7K +105.5% $75.85 -11.5%
2069 PPG CALL PPG INDS INC Basic Materials 9,400.0 $1.0M 0.00% -44K -82.5% $106.88 +0.8%
2070 DRUGS MADE IN AMER ACQ II CO 100,000.0 $1.0M 0.00% $10.04
2071 UUUU CALL ENERGY FUELS INC Energy 55,000.0 $1.0M 0.00% -12K -18.1% $18.25 -1.2%
2072 SYF SYNCHRONY FINANCIAL Financial Services 14,739.0 $1.0M 0.00% +2K +12.9% $68.02 +5.6%
2073 KD CALL KYNDRYL HLDGS INC Technology 76,400.0 $1.0M 0.00% -25K -24.4% $13.12 -6.3%
2074 NGG NATIONAL GRID PLC Utilities 11,848.0 $1.0M 0.00% NEW $84.60 +2.4%
2075 GENERAL PURP ACQUISITION COR 100,000.0 $1.0M 0.00% $10.01
2076 KMX CARMAX INC Consumer Cyclical 24,051.0 $1.0M 0.00% +24K +10000.0% $41.58 -3.0%
2077 SOLV PUT SOLVENTUM CORP Healthcare 15,300.0 $999K 0.00% NEW $65.30 +17.7%
2078 DXCM PUT DEXCOM INC Healthcare 15,900.0 $999K 0.00% -86K -84.4% $62.80 +14.8%
2079 INOD INNODATA INC Technology 25,819.0 $997K 0.00% +10K +58.8% $38.62 +147.2%
2080 EXEL CALL EXELIXIS INC Healthcare 23,200.0 $995K 0.00% +2K +6.9% $42.89 +16.9%
Page 104 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%