
WALLEYE CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PAYO | 261K | $1.58M |
![]() | QCOM | 260K | $43.32M |
![]() | HUBG | 259K | $8.91M |
![]() | ENOV | 259K | $7.85M |
![]() | RGP | 258K | $1.30M |
![]() | SW | 257K | $10.94M |
![]() | CMCO | 255K | $3.66M |
![]() | GDS | 253K | $9.80M |
![]() | ADT | 251K | $2.19M |
![]() | DG | 250K | $25.82M |
![]() | CIFR | 250K | $3.14M |
![]() | MNST | 250K | $16.79M |
![]() | SMCI | 249K | $11.96M |
![]() | AMD | 248K | $40.05M |
![]() | CAH | 247K | $38.79M |
![]() | URBN | 244K | $17.46M |
![]() | SKIN | 243K | $484.37K |
![]() | QRVO | 239K | $21.74M |
![]() | KBR | 233K | $11.00M |
![]() | PINS | 232K | $7.45M |

Payoneer Global Inc.
PAYO
Shares Held
261K
Value
$1.58M

QUALCOMM Incorporated
QCOM
Shares Held
260K
Value
$43.32M

Hub Group, Inc.
HUBG
Shares Held
259K
Value
$8.91M

Enovis Corporation
ENOV
Shares Held
259K
Value
$7.85M

Resources Connection, Inc.
RGP
Shares Held
258K
Value
$1.30M

Smurfit Westrock Plc
SW
Shares Held
257K
Value
$10.94M

Columbus McKinnon Corporation
CMCO
Shares Held
255K
Value
$3.66M

GDS Holdings Limited
GDS
Shares Held
253K
Value
$9.80M

ADT Inc.
ADT
Shares Held
251K
Value
$2.19M

Dollar General Corporation
DG
Shares Held
250K
Value
$25.82M

Cipher Mining Inc.
CIFR
Shares Held
250K
Value
$3.14M

Monster Beverage Corporation
MNST
Shares Held
250K
Value
$16.79M

Super Micro Computer, Inc.
SMCI
Shares Held
249K
Value
$11.96M

Advanced Micro Devices, Inc.
AMD
Shares Held
248K
Value
$40.05M

Cardinal Health, Inc.
CAH
Shares Held
247K
Value
$38.79M

Urban Outfitters, Inc.
URBN
Shares Held
244K
Value
$17.46M

The Beauty Health Company
SKIN
Shares Held
243K
Value
$484.37K

Qorvo, Inc.
QRVO
Shares Held
239K
Value
$21.74M

KBR, Inc.
KBR
Shares Held
233K
Value
$11.00M

Pinterest, Inc.
PINS
Shares Held
232K
Value
$7.45M
