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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 11 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FIVE9 INC 22,375,000.0 $19.5M 0.08% +11.4M +103.4% $0.87
202 CVX CALL CHEVRON CORPORATION Energy 93,800.0 $19.4M 0.08% +26K +37.3% $206.90 -8.5%
203 ANET ARISTA NETWORKS INC Technology 157,244.0 $19.3M 0.08% -57K -26.7% $122.78 +16.0%
204 CME CME GROUP INC Financial Services 65,155.0 $19.2M 0.08% +65K +10000.0% $295.35 +1.8%
205 AAPL CALL APPLE INC Technology 75,100.0 $19.1M 0.08% -14K -15.5% $253.79 +17.4%
206 NESR NATIONAL ENERGY SERVICES REU Energy 887,068.0 $19.0M 0.08% NEW $21.47 +19.2%
207 MTZ MASTEC INC Industrials 59,182.0 $19.0M 0.08% -140K -70.3% $321.74 +27.5%
208 NMIH NMI HLDGS INC Financial Services 506,835.0 $19.0M 0.08% -40K -7.3% $37.51 +0.7%
209 AMAT CALL APPLIED MATLS INC Technology 55,600.0 $19.0M 0.08% +17K +44.0% $341.79 +25.8%
210 LLY ELI LILLY & CO Healthcare 20,644.0 $19.0M 0.08% -15K -42.9% $919.77 +7.7%
211 CNR CORE NATURAL RESOURCES INC Energy 180,923.0 $18.9M 0.08% +42K +30.4% $104.73 -21.4%
212 DDOG DATADOG INC Technology 159,545.0 $18.8M 0.08% +110K +220.8% $118.05 +73.3%
213 BKV BKV CORP Energy 659,074.0 $18.8M 0.08% +226K +52.1% $28.52 -0.8%
214 GS PUT GOLDMAN SACHS GROUP INC Financial Services 22,200.0 $18.8M 0.08% -15K -39.8% $845.99 +12.8%
215 MU MICRON TECHNOLOGY INC Technology 55,325.0 $18.7M 0.08% -162K -74.5% $337.84 +122.4%
216 HOOD ROBINHOOD MKTS INC Financial Services 269,299.0 $18.7M 0.08% +243K +929.4% $69.30 +11.0%
217 ARW ARROW ELECTRS INC Technology 129,849.0 $18.6M 0.08% +122K +1607.6% $143.41 +47.1%
218 GS CALL GOLDMAN SACHS GROUP INC Financial Services 22,000.0 $18.6M 0.08% +300.0 +1.4% $845.99 +12.8%
219 VMC VULCAN MATLS CO Basic Materials 68,320.0 $18.6M 0.08% +68K +10000.0% $272.30 -1.4%
220 GILD PUT GILEAD SCIENCES INC Healthcare 132,900.0 $18.5M 0.08% -107K -44.5% $139.37 -6.5%
Page 11 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%