Walleye Capital LLC — 13F Holdings & Portfolio

CIK 1758720 · latest 13F-HR filed 2026-05-13

Walleye Capital LLC manages $24.03B in 13F-reported U.S. long-equity assets across 4,317 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (14.89%), QQQ (7.82%), SPY (4.43%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 0, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$24.03B

Long-equity book

Holdings

4,317

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+0 / −1 / ↑0 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • GRAB HOLDINGS LIMITED-$7.7M -47.5%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • A10 NETWORKS INC$6.0M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $3.58B 14.89% 5,477,415 SH
2 INVESCO QQQ TR Put QQQ 46090E103 $1.88B 7.82% 3,256,000 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.06B 4.43% 1,636,152 SH
4 AMAZON COM INC AMZN 023135106 $531.6M 2.21% 2,552,250 SH
5 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $165.9M 0.69% 4,317,555 SH
6 APPLE INC AAPL 037833100 $158.0M 0.66% 622,500 SH
7 META PLATFORMS INC META 30303M102 $138.9M 0.58% 242,766 SH
8 AIRBNB INC ABNB 009066101 $135.9M 0.57% 1,076,102 SH
9 NVIDIA CORPORATION NVDA 67066G104 $130.7M 0.54% 749,480 SH
10 ALIBABA GROUP HLDG LTD BABAF 01609WBG6 $127.9M 0.53% 92,103,000 PRN
11 ECHOSTAR CORP 278768AB2 $98.3M 0.41% 27,500,000 PRN
12 APPLIED MATLS INC AMAT 038222105 $94.2M 0.39% 275,586 SH
13 NVIDIA CORPORATION Put NVDA 67066G104 $94.1M 0.39% 539,500 SH
14 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $90.2M 0.38% 185,965 SH
15 DUKE ENERGY CORP NEW DUKRD 26441CBY0 $81.9M 0.34% 74,262,000 PRN
16 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $79.5M 0.33% 235,328 SH
17 INVESCO QQQ TR QQQ 46090E103 $77.8M 0.32% 134,730 SH
18 BANK AMERICA CORP BAC 060505104 $77.1M 0.32% 1,580,568 SH
19 MCDONALDS CORP MCD 580135101 $74.2M 0.31% 238,637 SH
20 TESLA INC Put TSLA 88160R101 $73.7M 0.31% 198,200 SH
21 ASML HLDG NV ASML N07059210 $72.7M 0.30% 55,059 SH
22 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $69.3M 0.29% 440,430 SH
23 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $67.6M 0.28% 103,900 SH
24 HUNTINGTON BANCSHARES INC HBAN 446150104 $66.3M 0.28% 4,238,232 SH
25 MICROSOFT CORP MSFT 594918104 $65.8M 0.27% 177,863 SH
26 ALLY FINL INC ALLY 02005N100 $63.1M 0.26% 1,609,715 SH
27 KLA CORP KLAC 482480100 $62.2M 0.26% 42,232 SH
28 MICROSOFT CORP Put MSFT 594918104 $62.0M 0.26% 167,500 SH
29 TRIP COM GROUP LTD TRPCF 89677QAB3 $60.7M 0.25% 58,500,000 PRN
30 MATCH GROUP INC NEW MTCH 57667L107 $60.6M 0.25% 1,974,407 SH
31 INTUIT INTU 461202103 $58.9M 0.25% 136,235 SH
32 LINDE PLC LIN G54950103 $58.8M 0.24% 118,639 SH
33 EQUINIX INC EQIX 29444U700 $58.1M 0.24% 59,262 SH
34 META PLATFORMS INC Call META 30303M102 $57.7M 0.24% 100,900 SH
35 DOXIMITY INC DOCS 26622P107 $57.1M 0.24% 2,452,125 SH
36 MARKETAXESS HLDGS INC MKTX 57060D108 $54.9M 0.23% 332,723 SH
37 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $54.7M 0.23% 276,958 SH
38 TESLA INC TSLA 88160R101 $54.7M 0.23% 147,108 SH
39 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $53.8M 0.22% 137,428 SH
40 TOLL BROTHERS INC TOL 889478103 $53.4M 0.22% 391,002 SH
41 BOSTON SCIENTIFIC CORP BSX 101137107 $52.5M 0.22% 835,952 SH
42 SANDISK CORP SNDK 80004C200 $52.1M 0.22% 82,003 SH
43 MERCADOLIBRE INC MELI 58733R102 $51.5M 0.21% 29,772 SH
44 TEXAS ROADHOUSE INC TXRH 882681109 $51.4M 0.21% 311,416 SH
45 US BANCORP USB 902973304 $51.0M 0.21% 981,390 SH
46 CENCORA INC COR 03073E105 $51.0M 0.21% 162,400 SH
47 JOHNSON & JOHNSON JNJ 478160104 $50.9M 0.21% 208,294 SH
48 GARMIN LTD GRMN H2906T109 $50.8M 0.21% 219,082 SH
49 STRATEGY INC MHIFF 594972AU5 $50.8M 0.21% 58,000,000 PRN
50 CLOUDFLARE INC NET 18915MAC1 $49.8M 0.21% 42,500,000 PRN
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $24.03B 4,317 0001758720-26-000004
2026-03-31 2026-05-11 $24.05B 4,319 0001758720-26-000003
2025-12-31 2026-02-13 $32.60B 4,487 0001758720-26-000002
2025-09-30 2025-11-14 $26.65B 4,399 0001172661-25-005014