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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 21 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BA PUT BOEING CO Industrials 50,200.0 $10.0M 0.04% -61K -54.7% $199.03 +10.8%
402 SHAK SHAKE SHACK INC Consumer Cyclical 112,856.0 $10.0M 0.04% +102K +958.2% $88.47 -31.7%
403 EQX EQUINOX GOLD CORP Basic Materials 687,358.0 $9.9M 0.04% -316K -31.5% $14.46 -8.5%
404 KMPR KEMPER CORP Financial Services 325,197.0 $9.9M 0.04% +164K +102.1% $30.56 -2.8%
405 TEX TEREX CORP NEW Industrials 167,807.0 $9.9M 0.04% -146K -46.6% $59.10 +1.7%
406 AEHR AEHR TEST SYS Technology 267,187.0 $9.9M 0.04% +262K +5576.4% $37.08 +125.4%
407 XLF CALL SELECT SECTOR SPDR TR 200,000.0 $9.9M 0.04% +86K +74.8% $49.37 +4.8%
408 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,165,097.0 $9.8M 0.04% -1.2M -50.8% $8.45 +26.2%
409 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 65,500.0 $9.8M 0.04% -194K -74.7% $150.00 -5.1%
410 NKE PUT NIKE INC Consumer Cyclical 185,400.0 $9.8M 0.04% -216K -53.8% $52.82 -20.7%
411 CF CALL CF INDUSTRIES HOLD Basic Materials 75,400.0 $9.8M 0.04% +6K +8.0% $129.84 -3.6%
412 WBI WATERBRIDGE INFRASTRUCTURE L Energy 365,380.0 $9.8M 0.04% +262K +254.1% $26.79 +14.7%
413 XEL XCEL ENERGY INC Utilities 123,177.0 $9.8M 0.04% -43K -25.8% $79.44 -1.9%
414 FFIV F5 INC Technology 33,765.0 $9.8M 0.04% +8K +29.8% $289.33 +25.3%
415 U UNITY SOFTWARE INC Technology 441,978.0 $9.7M 0.04% +214K +94.0% $21.94 +23.8%
416 RIVIAN AUTOMOTIVE INC 9,000,000.0 $9.7M 0.04% +4.5M +100.0% $1.07
417 JETBLUE AIRWAYS CORP 10,000,000.0 $9.7M 0.04% NEW $0.97
418 PYPL PAYPAL HLDGS INC Financial Services 213,268.0 $9.6M 0.04% -69K -24.5% $45.23 -1.8%
419 AR ANTERO RESOURCES CORP Energy 225,098.0 $9.6M 0.04% +181K +405.5% $42.44 -9.6%
420 SHOP CALL SHOPIFY INC Technology 80,500.0 $9.5M 0.04% +1K +1.8% $118.62 -15.5%
Page 21 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%