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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 22 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 24,300.0 $9.5M 0.04% -4K -13.5% $391.76 +103.1%
422 MUSA MURPHY USA INC Consumer Cyclical 19,266.0 $9.5M 0.04% +17K +703.1% $493.97 +13.7%
423 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 85,400.0 $9.5M 0.04% +38K +79.0% $111.42 -76.8%
424 CRS CARPENTER TECHNOLOGY CORP Industrials 24,012.0 $9.5M 0.04% -28K -53.6% $394.15 +3.7%
425 LUNR INTUITIVE MACHINES INC Industrials 506,791.0 $9.4M 0.04% +257K +102.7% $18.56 +82.6%
426 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 64,300.0 $9.4M 0.04% -223K -77.6% $146.28 -8.4%
427 GOOGL CALL ALPHABET INC Communication Services 32,600.0 $9.4M 0.04% -60K -64.6% $287.56 +38.0%
428 TREX TREX INC Industrials 255,714.0 $9.3M 0.04% NEW $36.42 +2.8%
429 TGT CALL TARGET CORP Consumer Defensive 76,600.0 $9.3M 0.04% -16K -17.5% $121.20 +0.3%
430 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 184,500.0 $9.3M 0.04% +64K +52.6% $50.20 -7.6%
431 T CALL AT&T INC Communication Services 319,200.0 $9.3M 0.04% -112K -26.0% $28.99 -17.1%
432 BB BLACKBERRY LTD Technology 2,850,413.0 $9.2M 0.04% +68K +2.5% $3.24 +96.9%
433 DK DELEK US HLDGS INC NEW Energy 204,600.0 $9.2M 0.04% +192K +1530.7% $45.07 -0.6%
434 DSGX DESCARTES SYS GROUP INC Technology 128,723.0 $9.2M 0.04% +117K +1011.9% $71.56 -5.4%
435 TPG TPG INC Financial Services 227,210.0 $9.2M 0.04% +168K +286.9% $40.51 +3.2%
436 AA ALCOA CORP Basic Materials 138,722.0 $9.2M 0.04% -50K -26.6% $66.33 -5.6%
437 ENOVIS CORPORATION 9,500,000.0 $9.2M 0.04% -500K -5.0% $0.97
438 MRK PUT MERCK & CO INC Healthcare 76,300.0 $9.2M 0.04% -264K -77.6% $120.29 -7.4%
439 TFII TRANSFORCE INC Industrials 84,412.0 $9.2M 0.04% NEW $108.63 +29.9%
440 BP CALL BP PLC Energy 194,300.0 $9.1M 0.04% -70K -26.4% $47.00 -2.8%
Page 22 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%