Walleye Capital LLC

data from 30/09/2025

Capitalization

$ 26.653 B 3.52 %

Average holding period

7 ans

Performance

$ 16.327 B 53.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Walleye Capital LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 QQQ INVESCO QQQ TR 8.74% 2.329 B $ 3879700 2023/06/30 314.153 M $ 8.83 %
2025/09/30 NVDA NVIDIA CORPORATION 1.74% 463.809 M $ 2485847 2020/06/30 122.134 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 1.30% 346.639 M $ 1578716 2019/03/31 270.344 K $ 0.08 %
2025/09/30 NVDA NVIDIA CORPORATION 1.30% 345.453 M $ 1851500 2022/09/30 52.709 M $ 18.10 %
2025/09/30 IWM ISHARES TR 1.25% 333.421 M $ 1378000 2023/06/30 9.892 M $ 12.13 %
2025/09/30 TSLA TESLA INC 1.08% 288.529 M $ 648787 2024/03/31 141.301 M $ 40.00 %
2025/09/30 AAPL APPLE INC 1.07% 285.502 M $ 1121243 2023/03/31 7.955 M $ 24.11 %
2025/09/30 META META PLATFORMS INC 0.91% 242.345 M $ 330000 2022/09/30 -1.239 M $ -0.50 %
2025/09/30 META META PLATFORMS INC 0.89% 235.936 M $ 321272 2020/09/30 -269.598 K $ -0.50 %
2025/09/30 TSLA TESLA INC 0.85% 226.140 M $ 508500 2020/03/31 70.315 M $ 40.00 %
2025/09/30 META META PLATFORMS INC 0.85% 226.116 M $ 307900 2022/09/30 -1.125 M $ -0.50 %
2025/09/30 AVGO BROADCOM INC 0.76% 202.881 M $ 614958 2022/12/31 8.408 M $ 19.68 %
2025/09/30 TLT ISHARES TR 0.72% 193.200 M $ 2161800 2023/12/31 824.320 K $ 1.27 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.71% 189.691 M $ 1039860 2023/12/31 66.685 M $ 33.82 %
2025/09/30 QQQ INVESCO QQQ TR 0.71% 188.996 M $ 314800 2023/06/30 15.365 M $ 8.83 %
2025/09/30 NFLX NETFLIX INC 0.68% 180.917 M $ 150900 2022/09/30 -20.849 M $ -10.47 %
2025/09/30 MSFT MICROSOFT CORP 0.63% 167.668 M $ 323714 2021/06/30 19.039 M $ 4.13 %
2025/09/30 HD HOME DEPOT INC 0.62% 164.533 M $ 406064 2023/06/30 9.541 M $ 10.51 %
2025/09/30 NVDA NVIDIA CORPORATION 0.61% 163.388 M $ 875700 2022/09/30 28.195 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 0.60% 161.134 M $ 311100 2022/09/30 4.650 M $ 4.13 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.60% 160.882 M $ 241500 2022/09/30 11.913 M $ 7.82 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.60% 159.270 M $ 200000 2024/03/31 314.352 K $ 12.52 %
2025/09/30 TLT ISHARES TR 0.55% 146.218 M $ 1636100 2023/12/31 409.248 K $ 1.27 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.54% 143.562 M $ 215500 2022/03/31 24.977 M $ 7.82 %
2025/09/30 GOOGL ALPHABET INC 0.52% 138.987 M $ 571729 2022/12/31 7.152 M $ 37.94 %
2025/09/30 COINBASE GLOBAL INC 0.47% 125.810 M $ 113088000 2024/12/31 -2.500 M $ -4.32 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.46% 123.310 M $ 441511 2023/09/30 7.851 M $ 23.31 %
2025/09/30 FORD MTR CO 0.44% 117.042 M $ 115199000 2023/09/30 4.136 M $ 2.98 %
2025/09/30 WMT WALMART INC 0.44% 117.036 M $ 1135609 2023/03/31 3.311 M $ 5.40 %
2025/09/30 GLD SPDR GOLD TR 0.44% 116.416 M $ 327500 2024/03/31 14.159 M $ 16.61 %
2025/09/30 NFLX NETFLIX INC 0.42% 112.459 M $ 93800 2022/09/30 -12.381 M $ -10.47 %
2025/09/30 MSFT MICROSOFT CORP 0.42% 111.774 M $ 215800 2022/09/30 3.358 M $ 4.13 %
2025/09/30 AVGO BROADCOM INC 0.42% 111.741 M $ 338700 2022/09/30 19.138 M $ 19.68 %
2025/09/30 TSLA TESLA INC 0.40% 105.799 M $ 237900 2022/09/30 36.492 M $ 40.00 %
2025/09/30 RBLX ROBLOX CORP 0.36% 97.041 M $ 700553 2023/12/31 20.333 M $ 31.67 %
2025/09/30 C CITIGROUP INC 0.35% 92.916 M $ 915431 2023/09/30 3.883 M $ 19.24 %
2025/09/30 BAC BANK AMERICA CORP 0.33% 88.178 M $ 1709202 2022/03/31 9.679 M $ 9.02 %
2025/09/30 QQQ INVESCO QQQ TR 0.33% 87.982 M $ 146546 2024/03/31 859.109 K $ 8.83 %
2025/09/30 AMZN AMAZON COM INC 0.33% 86.906 M $ 395800 2022/03/31 63.432 K $ 0.08 %
2025/09/30 AMZN AMAZON COM INC 0.29% 76.893 M $ 350200 2022/03/31 67.158 K $ 0.08 %
2025/09/30 SF STIFEL FINL CORP 0.29% 76.450 M $ 673749 2021/06/30 4.228 M $ 9.34 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.28% 75.400 M $ 1160000 2024/12/31 4.396 M $ 6.19 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.28% 74.926 M $ 767445 2020/06/30 -2.736 M $ -9.11 %
2025/09/30 GOOGL ALPHABET INC 0.26% 69.745 M $ 286900 2022/09/30 19.646 M $ 37.94 %
2025/09/30 DHR DANAHER CORPORATION 0.26% 69.634 M $ 351225 2024/03/31 120.664 K $ 0.36 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.26% 68.827 M $ 218200 2022/09/30 4.578 M $ 8.80 %
2025/09/30 SHOPIFY INC 0.26% 68.061 M $ 64635000 2023/09/30 2.240 M $ 3.94 %
2025/09/30 PEBBLEBROOK HOTEL TR 0.25% 66.143 M $ 68806000 2023/06/30 634.385 K $ 1.45 %
2025/09/30 GOOG ALPHABET INC 0.24% 63.712 M $ 261598 2023/12/31 3.425 M $ 37.30 %
2025/09/30 IWM ISHARES TR 0.22% 58.917 M $ 243500 2023/06/30 9.382 M $ 12.13 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.22% 58.864 M $ 208619 2024/03/31 -34.010 K $ -4.28 %
2025/09/30 MS MORGAN STANLEY 0.21% 57.083 M $ 359100 2022/09/30 7.092 M $ 12.85 %
2025/09/30 SUMMIT HOTEL PPTYS 0.21% 56.982 M $ 57879000 2023/06/30 476.745 K $ 1.49 %
2025/09/30 PHM PULTE GROUP INC 0.21% 54.946 M $ 415848 2024/03/31 14.394 M $ 25.29 %
2025/09/30 DXCM DEXCOM INC 0.20% 53.747 M $ 798740 2023/09/30 -5.925 M $ -22.91 %
2025/09/30 AZO AUTOZONE INC 0.20% 53.469 M $ 12463 2023/09/30 10.250 M $ 15.57 %
2025/09/30 ALIBABA GROUP HLDG LTD 0.20% 53.346 M $ 29000000 2025/06/30 8.400 M $ 43.79 %
2025/09/30 AAPL APPLE INC 0.20% 53.243 M $ 209100 2022/09/30 13.641 M $ 24.11 %
2025/09/30 CMI CUMMINS INC 0.20% 52.343 M $ 123928 2021/12/31 11.758 M $ 28.97 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.19% 51.861 M $ 74300 2022/09/30 -5.256 M $ -9.04 %
2025/09/30 TOL TOLL BROTHERS INC 0.19% 51.044 M $ 369506 2022/09/30 11.122 M $ 21.04 %
2025/09/30 MCD MCDONALDS CORP 0.19% 49.853 M $ 164050 2020/09/30 1.706 M $ 4.01 %
2025/09/30 ABNB AIRBNB INC 0.19% 49.569 M $ 408241 2024/03/31 -185.749 K $ -8.25 %
2025/09/30 DIS DISNEY WALT CO 0.19% 49.430 M $ 431699 2023/03/31 -4.004 M $ -7.67 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.18% 49.184 M $ 87474 2023/03/31 2.302 M $ 7.10 %
2025/09/30 NDAQ NASDAQ INC 0.18% 49.124 M $ 555391 2023/09/30 -599.618 K $ -1.08 %
2025/09/30 CRM SALESFORCE INC 0.18% 48.395 M $ 204200 2022/09/30 -4.775 M $ -13.09 %
2025/09/30 ROST ROSS STORES INC 0.18% 48.389 M $ 317534 2021/06/30 1.831 M $ 19.45 %
2025/09/30 ALLY ALLY FINL INC 0.18% 48.210 M $ 1229854 2023/12/31 366.368 K $ 0.64 %
2025/09/30 AAPL APPLE INC 0.18% 47.794 M $ 187700 2022/09/30 6.959 M $ 24.11 %
2025/09/30 OWL BLUE OWL CAPITAL INC 0.18% 47.657 M $ 2814926 2023/12/31 -5.545 M $ -11.87 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.18% 46.936 M $ 148800 2022/09/30 1.638 M $ 8.80 %
2025/09/30 GOOGL ALPHABET INC 0.17% 46.578 M $ 191600 2022/09/30 13.909 M $ 37.94 %
2025/09/30 SNOWFLAKE INC 0.17% 45.585 M $ 30000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.17% 45.373 M $ 65005 2022/03/31 -2.462 M $ -9.04 %
2025/09/30 STT STATE STR CORP 0.17% 44.436 M $ 383032 2023/03/31 5.184 M $ 9.09 %
2025/09/30 QCOM QUALCOMM INC 0.16% 43.322 M $ 260413 2021/09/30 346.075 K $ 4.46 %
2025/09/30 GMED GLOBUS MED INC 0.16% 43.309 M $ 756221 2020/12/31 -553.122 K $ -2.97 %
2025/09/30 ABBV ABBVIE INC 0.16% 43.124 M $ 186247 2023/06/30 8.441 M $ 24.74 %
2025/09/30 STARWOOD PPTY TR INC 0.16% 42.430 M $ 40000000 2023/06/30 -291.000 K $ -0.93 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.16% 42.139 M $ 231000 2022/09/30 8.275 M $ 33.82 %
2025/09/30 MTH MERITAGE HOMES CORP 0.16% 42.032 M $ 580314 2021/12/31 2.913 M $ 8.15 %
2025/09/30 NKE NIKE INC 0.16% 42.020 M $ 602604 2023/06/30 -103.611 K $ -1.84 %
2025/09/30 MTZ MASTEC INC 0.16% 41.530 M $ 195149 2024/03/31 4.936 M $ 24.87 %
2025/09/30 GOOG ALPHABET INC 0.16% 41.477 M $ 170300 2023/03/31 5.127 M $ 37.30 %
2025/09/30 ORCL ORACLE CORP 0.15% 40.780 M $ 145000 2022/09/30 7.951 M $ 28.64 %
2025/09/30 BAC BANK AMERICA CORP 0.15% 40.312 M $ 781400 2022/09/30 1.285 M $ 9.02 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.15% 40.052 M $ 247555 2022/03/31 8.742 M $ 14.02 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.15% 39.962 M $ 247000 2022/09/30 4.567 M $ 14.02 %
2025/09/30 MHK MOHAWK INDS INC 0.15% 39.848 M $ 309090 2024/03/31 4.076 M $ 22.97 %
2025/09/30 WM WASTE MGMT INC DEL 0.15% 39.672 M $ 179651 2023/06/30 -1.697 M $ -3.49 %
2025/09/30 USB US BANCORP DEL 0.15% 39.538 M $ 818079 2022/06/30 2.562 M $ 6.81 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.15% 39.365 M $ 78300 2022/09/30 0.000 $ 0.00 %
2025/09/30 CCL CARNIVAL CORP 0.15% 38.906 M $ 1345748 2023/03/31 1.658 M $ 2.81 %
2025/09/30 CAH CARDINAL HEALTH INC 0.15% 38.788 M $ 247121 2023/03/31 -302.650 K $ -6.57 %
2025/09/30 NEW MTN FIN CORP 0.15% 38.682 M $ 38643000 2023/12/31 0.000 $ 0.00 %
2025/09/30 SFD SMITHFIELD FOODS INC 0.15% 38.641 M $ 1645703 2025/09/30 0.000 $ 0.00 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.14% 38.601 M $ 230700 2022/09/30 8.466 M $ 35.76 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.14% 38.085 M $ 117700 2022/12/31 1.142 M $ 3.33 %
2025/09/30 BA BOEING CO 0.14% 37.926 M $ 175722 2023/09/30 370.251 K $ 3.01 %