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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 53 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LHX PUT L3HARRIS TECHNOLOGIES INC Industrials 10,100.0 $3.5M 0.01% +7K +236.7% $345.15 -11.2%
1042 MONOPAR THERAPEUTICS INC 63,119.0 $3.5M 0.01% NEW $54.79
1043 HALO HALOZYME THERAPEUTICS INC Healthcare 53,364.0 $3.4M 0.01% +9K +19.5% $64.63 +6.0%
1044 PUT NEBIUS GROUP N.V. 33,200.0 $3.4M 0.01% -100K -75.1% $103.76
1045 FCX PUT FREEPORT MCMORAN INC Basic Materials 58,600.0 $3.4M 0.01% -190K -76.5% $58.78 +6.0%
1046 PHR PHREESIA INC Healthcare 410,149.0 $3.4M 0.01% +400K +4031.2% $8.38 +5.6%
1047 NFLX NETFLIX INC. Communication Services 35,745.0 $3.4M 0.01% -282K -88.8% $96.15 -7.1%
1048 ETSY INC 68,662.0 $3.4M 0.01% -70K -50.6% $49.98
1049 NIO PUT NIO INC Consumer Cyclical 568,700.0 $3.4M 0.01% -3.0M -84.1% $6.03 -7.1%
1050 BIIB PUT BIOGEN INC Healthcare 18,700.0 $3.4M 0.01% -31K -62.6% $183.33 +3.3%
1051 GIS GENERAL MILLS INC Consumer Defensive 92,051.0 $3.4M 0.01% +57K +164.7% $37.22 -10.1%
1052 NTRA PUT NATERA INC Healthcare 17,100.0 $3.4M 0.01% +11K +175.8% $199.99 +1.9%
1053 MORN MORNINGSTAR INC Financial Services 20,166.0 $3.4M 0.01% NEW $169.05 +2.6%
1054 TEM CALL TEMPUS AI INC Healthcare 75,300.0 $3.4M 0.01% +20K +36.9% $45.22 +1.5%
1055 TMQ TRILOGY METALS INC NEW Basic Materials 945,678.0 $3.4M 0.01% +691K +271.7% $3.59 +7.2%
1056 PTEN PATTERSON-UTI ENERGY INC Energy 312,266.0 $3.4M 0.01% NEW $10.83 +13.4%
1057 SE CALL SEA LTD Consumer Cyclical 40,800.0 $3.4M 0.01% -5K -11.3% $82.81 +5.4%
1058 ACHR ARCHER AVIATION INC Industrials 653,001.0 $3.4M 0.01% +267K +69.0% $5.17 +18.4%
1059 IMAX IMAX CORP Communication Services 88,660.0 $3.4M 0.01% -855K -90.6% $38.01 -10.9%
1060 STM CALL STMICROELECTRONICS N V Technology 97,400.0 $3.4M 0.01% +78K +407.3% $34.55 +77.2%
Page 53 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%