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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 181 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3601 WAT CALL WATERS CORP Healthcare 400.0 $119K NEW $297.80 +14.6%
3602 VIRT PUT VIRTU FINL INC Financial Services 2,700.0 $119K +2K +1250.0% $43.98 +22.3%
3603 GXO GXO LOGISTICS INCORPORATED Industrials 2,281.0 $118K -65K -96.6% $51.85 -9.9%
3604 TOST TOAST INC Technology 4,438.0 $118K -173K -97.5% $26.51 -12.0%
3605 PENN PENN ENTERTAINMENT INC Consumer Cyclical 7,813.0 $117K -39K -83.3% $15.03 +11.1%
3606 AUR PUT AURORA INNOVATION INC Technology 28,500.0 $117K -37K -56.6% $4.12 +74.0%
3607 GO PUT GROCERY OUTLET HLDG CORP Consumer Defensive 16,600.0 $117K -22K -57.5% $7.05 +13.6%
3608 AVTR AVANTOR INC Healthcare 14,820.0 $116K -977K -98.5% $7.84 +0.4%
3609 PENG CALL PENGUIN SOLUTIONS INC Technology 6,600.0 $116K NEW $17.60 +177.3%
3610 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 16,700.0 $116K -112K -87.0% $6.95 +35.8%
3611 OCUL PUT OCULAR THERAPEUTIX INC Healthcare 13,700.0 $116K +14K +10000.0% $8.47 -3.0%
3612 MLCO CALL MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 20,300.0 $115K -3K -13.2% $5.68 -4.8%
3613 SSYS STRATASYS LTD Technology 14,740.0 $115K +15K +10000.0% $7.81 +7.0%
3614 PRIM CALL PRIMORIS SVCS CORP Industrials 800.0 $114K +100.0 +14.3% $143.04 -25.4%
3615 MBLY PUT MOBILEYE GLOBAL INC Consumer Cyclical 16,600.0 $114K -42K -71.4% $6.87 +42.6%
3616 CWEN CALL CLEARWAY ENERGY INC Utilities 2,900.0 $114K NEW $39.29 -2.9%
3617 YETI YETI HLDGS INC Consumer Cyclical 3,113.0 $114K +3K +10000.0% $36.59 +22.1%
3618 EVOLUTION GLOBAL ACQUISITION 284,555.0 $114K +228K +403.2% $0.40
3619 VLRS PUT CONTROLADORA VUELA COMP DE A Industrials 15,700.0 $114K NEW $7.24 -7.7%
3620 HAL HALLIBURTON CO Energy 2,915.0 $114K -96K -97.1% $38.99 +7.6%
Page 181 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%