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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 120 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 ELF E L F BEAUTY INC Consumer Defensive 11,731.0 $711K 0.00% -27K -69.9% $60.61 -12.8%
2382 TEL CALL TE CONNECTIVITY PLC Technology 3,400.0 $711K 0.00% -2K -34.6% $209.02 +0.6%
2383 PBI PITNEY BOWES INC Industrials 64,273.0 $710K 0.00% -33K -33.7% $11.05 +39.6%
2384 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 83,800.0 $708K 0.00% -61K -42.1% $8.45 +39.5%
2385 ST PUT SENSATA TECHNOLOGIES HLDG PL Technology 20,100.0 $708K 0.00% NEW $35.22 +43.0%
2386 HMC HONDA MOTOR CO LTD Consumer Cyclical 29,070.0 $707K 0.00% -124K -81.0% $24.31 +8.8%
2387 NDAQ PUT NASDAQ INC Financial Services 8,300.0 $705K 0.00% -5K -36.6% $84.89 +7.4%
2388 CBRE PUT CBRE GROUP INC Real Estate 5,200.0 $704K 0.00% NEW $135.46 -4.9%
2389 GSAT PUT GLOBALSTAR INC Communication Services 10,600.0 $704K 0.00% -24K -69.3% $66.42 +25.8%
2390 USAR PUT USA RARE EARTH INC Basic Materials 46,500.0 $704K 0.00% -139K -74.9% $15.13 +84.5%
2391 HSTM HEALTHSTREAM INC Healthcare 33,963.0 $703K 0.00% +1K +4.0% $20.71 +16.7%
2392 ALGN PUT ALIGN TECHNOLOGY INC Healthcare 4,100.0 $703K 0.00% +2K +105.0% $171.43 -4.5%
2393 SIG PUT SIGNET JEWELERS LIMITED Consumer Cyclical 8,300.0 $703K 0.00% -6K -43.1% $84.64 -2.3%
2394 NVTS PUT NAVITAS SEMICONDUCTOR CORP Technology 79,900.0 $701K 0.00% +13K +19.6% $8.77 +261.8%
2395 ALMS ALUMIS INC Healthcare 31,778.0 $700K 0.00% NEW $22.03 +0.6%
2396 BITCOIN INFRASTRUCTURE ACQUI 70,000.0 $700K 0.00% $10.00
2397 PUT IQVIA HLDGS INC 4,100.0 $699K 0.00% +4K +925.0% $170.54
2398 VAL CALL VALARIS LTD Energy 7,100.0 $696K 0.00% -14K -66.8% $98.04 -1.7%
2399 LITHIUM ARGENTINA AG 103,985.0 $695K 0.00% NEW $6.68
2400 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 7,600.0 $694K 0.00% -18K -69.7% $91.37 -16.9%
Page 120 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%