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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 15 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EOG CALL EOG RES INC Energy 99,200.0 $14.3M 0.06% -11K -9.7% $144.57 -1.0%
282 RKLB ROCKET LAB CORP Industrials 222,243.0 $14.3M 0.06% +59K +36.4% $64.22 +101.1%
283 XPO XPO INC Industrials 73,290.0 $14.3M 0.06% NEW $194.55 +3.1%
284 MSGE SPHERE ENTERTAINMENT CO Communication Services 121,260.0 $14.2M 0.06% -183K -60.1% $117.40 -41.0%
285 INTC CALL INTEL CORP Technology 321,400.0 $14.2M 0.06% -135K -29.6% $44.13 +141.3%
286 ANIP ANI PHARMACEUTICALS INC Healthcare 183,075.0 $14.1M 0.06% +66K +56.1% $76.90 +2.9%
287 BX PUT BLACKSTONE INC Financial Services 122,000.0 $14.0M 0.06% +55K +82.6% $114.99 +1.8%
288 NEXTERA ENERGY CAP HLDGS INC 10,000,000.0 $13.9M 0.06% -2.5M -20.0% $1.39
289 DEXCOM INC 15,000,000.0 $13.8M 0.06% +3.5M +30.4% $0.92
290 LSTR LANDSTAR SYS INC Industrials 85,863.0 $13.8M 0.06% NEW $160.31 +12.2%
291 VRTX VERTEX PHARMACEUTICALS INC Healthcare 30,752.0 $13.7M 0.06% +16K +105.4% $446.54 -2.7%
292 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 93,700.0 $13.7M 0.06% -7K -7.2% $146.28 -8.6%
293 RGLD ROYAL GOLD INC Basic Materials 53,588.0 $13.6M 0.06% +36K +200.4% $254.49 -11.2%
294 GOOGL PUT ALPHABET INC Communication Services 47,400.0 $13.6M 0.06% -106K -69.0% $287.56 +39.6%
295 LIVN LIVANOVA PLC Healthcare 213,595.0 $13.6M 0.06% -436K -67.1% $63.56 +12.2%
296 MS PUT MORGAN STANLEY Financial Services 82,300.0 $13.5M 0.06% -260K -76.0% $164.57 +16.8%
297 ASTS AST SPACEMOBILE INC Technology 162,705.0 $13.5M 0.06% +88K +119.2% $82.87 +1.7%
298 AMAT PUT APPLIED MATLS INC Technology 39,100.0 $13.4M 0.06% -38K -49.5% $341.79 +21.1%
299 FMC FMC CORP Basic Materials 774,445.0 $13.3M 0.06% +522K +206.3% $17.22 -18.7%
300 ULTA ULTA BEAUTY INC Consumer Cyclical 25,482.0 $13.3M 0.06% +24K +1225.8% $522.71 -8.3%
Page 15 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%