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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 34 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LRCX CALL LAM RESEARCH CORP Technology 29,100.0 $6.2M 0.03% -65K -69.1% $213.66 +30.1%
662 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 28,800.0 $6.2M 0.03% -73K -71.8% $215.88 -34.0%
663 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 37,600.0 $6.2M 0.03% -84K -69.1% $165.34 +15.8%
664 IREN IREN LIMITED Financial Services 181,095.0 $6.2M 0.03% +29K +19.2% $34.28 +47.2%
665 HDB HDFC BANK LTD Financial Services 249,508.0 $6.2M 0.03% +183K +277.1% $24.88 -1.0%
666 AMGN PUT AMGEN INC Healthcare 17,600.0 $6.2M 0.03% -32K -64.4% $351.85 -6.0%
667 FANG PUT DIAMONDBACK ENERGY INC Energy 31,300.0 $6.2M 0.03% -11K -26.0% $197.79 +4.0%
668 MMM CALL 3M CO Industrials 42,600.0 $6.2M 0.03% +20K +84.4% $145.23 +5.0%
669 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 18,300.0 $6.2M 0.03% -32K -63.4% $337.95 +17.2%
670 BHP PUT BHP BILLITON LIMITED Basic Materials 85,000.0 $6.2M 0.03% -44K -34.1% $72.74 +12.6%
671 BAC PUT BANK AMERICA CORP Financial Services 126,800.0 $6.2M 0.03% -926K -88.0% $48.75 +4.0%
672 PAAS PAN AMERN SILVER CORP Basic Materials 112,855.0 $6.2M 0.03% +105K +1340.2% $54.63 +1.0%
673 HON CALL HONEYWELL INTL INC Industrials 27,200.0 $6.1M 0.03% -8K -22.7% $226.03 -3.9%
674 EBAY PUT EBAY INC. Consumer Cyclical 67,500.0 $6.1M 0.03% -38K -36.2% $91.02 +25.7%
675 CE CELANESE CORP DEL Basic Materials 93,329.0 $6.1M 0.03% +93K +10000.0% $65.77 -18.7%
676 FLOC FLOWCO HLDGS INC Energy 297,127.0 $6.1M 0.03% NEW $20.60 +33.4%
677 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 46,700.0 $6.1M 0.03% +19K +68.6% $131.01 -1.2%
678 UPS PUT UNITED PARCEL SVCS INC Industrials 62,100.0 $6.1M 0.03% -267K -81.1% $98.38 -2.9%
679 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1,423,719.0 $6.1M 0.03% +1.2M +610.6% $4.29 +23.5%
680 ROKU PUT ROKU INC Communication Services 64,400.0 $6.1M 0.03% -91K -58.6% $94.62 +31.2%
Page 34 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%