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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 178 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 IMVT PUT IMMUNOVANT INC Healthcare 5,400.0 $134K 0.00% +1K +31.7% $24.84 +37.4%
3542 GENI PUT GENIUS SPORTS LIMITED Communication Services 30,200.0 $134K 0.00% +6K +24.3% $4.43 +10.4%
3543 PUT ENVIRI CORP 6,800.0 $133K 0.00% -11K -61.1% $19.62
3544 RRR CALL RED ROCK RESORTS INC Consumer Cyclical 2,500.0 $133K 0.00% NEW $53.36 -1.7%
3545 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 10,300.0 $133K 0.00% +300.0 +3.0% $12.92 -49.1%
3546 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 10,702.0 $133K 0.00% NEW $12.43 -0.1%
3547 PUT BIRKENSTOCK HOLDING PLC 3,700.0 $133K 0.00% -3K -44.8% $35.83
3548 APLS APELLIS PHARMACEUTICALS INC Healthcare 3,290.0 $132K 0.00% -665.0 -16.8% $40.23 +2.0%
3549 PPC PUT PILGRIMS PRIDE CORP Consumer Defensive 3,500.0 $132K 0.00% -4K -50.0% $37.76 -24.1%
3550 CALL SPIRE GLOBAL INC 10,500.0 $132K 0.00% -9K -45.9% $12.58
3551 PUT SPIRE GLOBAL INC 10,500.0 $132K 0.00% -6K -34.4% $12.58
3552 BOOT CALL BOOT BARN HLDGS INC Consumer Cyclical 900.0 $132K 0.00% -2K -62.5% $146.36 +5.6%
3553 CVI CALL CVR ENERGY INC Energy 3,900.0 $131K 0.00% +2K +105.3% $33.65 -5.4%
3554 DNN PUT DENISON MINES CORP Energy 37,100.0 $131K 0.00% -17K -31.6% $3.53 -9.3%
3555 MOD MODINE MFG CO Consumer Cyclical 602.0 $130K 0.00% -12K -95.0% $216.71 +15.4%
3556 H CALL HYATT HOTELS CORP Consumer Cyclical 900.0 $129K 0.00% +500.0 +125.0% $143.79 +22.1%
3557 TMDX PUT TRANSMEDICS GROUP INC Healthcare 1,300.0 $129K 0.00% -7K -83.8% $99.41 -31.6%
3558 LIFEZONE METALS LIMITED 38,451.0 $129K 0.00% NEW $3.36
3559 EPAM EPAM SYS INC Technology 954.0 $129K 0.00% +617.0 +183.1% $135.40 -23.8%
3560 NBR PUT NABORS INDUSTRIES LTD Energy 1,500.0 $129K 0.00% -3K -63.4% $86.06 +21.5%
Page 178 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%