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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 66 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 RHI ROBERT HALF INC. Industrials 96,709.0 $2.5M 0.01% -113K -53.9% $25.40 +3.3%
1302 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 5,500.0 $2.5M 0.01% -2K -30.4% $446.54 -3.6%
1303 IOT CALL SAMSARA INC Technology 77,400.0 $2.5M 0.01% -146K -65.4% $31.69 -4.9%
1304 JBHT HUNT J B TRANS SVCS INC Industrials 11,557.0 $2.4M 0.01% -21K -64.7% $211.90 +22.3%
1305 NVT CALL NVENT ELEC PLC Industrials 20,700.0 $2.4M 0.01% +5K +31.9% $118.28 +38.3%
1306 TYGO TIGO ENERGY INC Energy 651,158.0 $2.4M 0.01% +131K +25.2% $3.76 +2.1%
1307 ZBIO ZENAS BIOPHARMA INC Healthcare 125,232.0 $2.4M 0.01% NEW $19.55 +0.1%
1308 PHM CALL PULTE GROUP INC Consumer Cyclical 20,800.0 $2.4M 0.01% -24K -53.6% $117.61 -1.1%
1309 ALK PUT ALASKA AIR GROUP INC Industrials 66,500.0 $2.4M 0.01% -54K -45.0% $36.78 +11.7%
1310 EBAY EBAY INC. Consumer Cyclical 26,870.0 $2.4M 0.01% +10K +60.9% $91.02 +28.7%
1311 JBL CALL JABIL INC Technology 9,200.0 $2.4M 0.01% +2K +35.3% $265.63 +34.2%
1312 AFRM CALL AFFIRM HLDGS INC Technology 53,300.0 $2.4M 0.01% -52K -49.5% $45.82 +46.6%
1313 ADSK PUT AUTODESK INC Technology 10,200.0 $2.4M 0.01% -33K -76.2% $239.40 +0.3%
1314 CRGY CRESCENT ENERGY COMPANY Energy 180,664.0 $2.4M 0.01% +174K +2589.2% $13.50 -3.0%
1315 URI UNITED RENTALS INC Industrials 3,346.0 $2.4M 0.01% -32K -90.7% $728.56 +28.5%
1316 VVX V2X INC Industrials 35,587.0 $2.4M 0.01% NEW $68.50 +4.7%
1317 GOLD ROYALTY CORP 1,476,914.0 $2.4M 0.01% +103K +7.5% $1.65
1318 PANW PUT PALO ALTO NETWORKS INC Technology 15,200.0 $2.4M 0.01% -79K -83.9% $160.32 +57.8%
1319 XLU PUT SELECT SECTOR SPDR TR 53,100.0 $2.4M 0.01% -418K -88.7% $45.89 -1.9%
1320 CC CALL CHEMOURS CO Basic Materials 110,400.0 $2.4M 0.01% -132K -54.5% $22.03 -2.7%
Page 66 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%