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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 195 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3881 CACI PUT CACI INTL INC Technology 100.0 $54K $543.87 -9.4%
3882 POWL CALL POWELL INDS INC Industrials 100.0 $54K -1K -92.3% $541.08 -51.0%
3883 JBLU CALL JETBLUE AIRWAYS CORP Industrials 12,200.0 $54K +2K +14.0% $4.42 -0.2%
3884 CALL CALUMET INC 1,500.0 $54K -9K -86.0% $35.90
3885 MEOH CALL METHANEX CORP Basic Materials 900.0 $54K NEW $59.54 +3.6%
3886 BZ CALL KANZHUN LIMITED Industrials 4,000.0 $54K NEW $13.39 +5.8%
3887 BWA BORGWARNER INC Consumer Cyclical 975.0 $53K -3K -76.7% $54.26 +11.8%
3888 PD PAGERDUTY INC Technology 8,501.0 $53K -10K -53.7% $6.21 +16.4%
3889 SKM PUT SK TELECOM CO LTD Communication Services 1,800.0 $53K NEW $29.29 +23.8%
3890 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 574.0 $52K NEW $90.67 +0.7%
3891 BBBY CALL BED BATH & BEYOND INC Consumer Cyclical 11,200.0 $52K -54K -82.9% $4.64 -1.0%
3892 ITUB CALL ITAU UNIBANCO HLDG S A Financial Services 6,200.0 $52K NEW $8.38 -8.4%
3893 SGHT SIGHT SCIENCES INC Healthcare 13,709.0 $52K -280K -95.3% $3.77 +28.6%
3894 PUT BIOHAVEN LTD 6,100.0 $52K -7K -53.4% $8.46
3895 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,383.0 $52K -862K -99.7% $21.62 +19.2%
3896 PFGC PUT PERFORMANCE FOOD GROUP CO Consumer Defensive 600.0 $51K -10K -94.4% $85.66 +11.0%
3897 PI PUT IMPINJ INC Technology 500.0 $51K -400.0 -44.4% $102.70 +35.3%
3898 GRAN TIERRA ENERGY INC 5,711.0 $51K NEW $8.97
3899 CALL LIBERTY MEDIA CORP DEL 600.0 $51K -3K -81.2% $85.02
3900 EVGO CALL EVGO INC Consumer Cyclical 29,600.0 $51K -115K -79.5% $1.72 +7.6%
Page 195 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%