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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 163 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 DH DEFINITIVE HEALTHCARE CORP Healthcare 113,900.0 $327K 0.00% NEW $2.87 -71.4%
3242 GLOB CALL GLOBANT S A Technology 5,000.0 $327K 0.00% NEW $65.37 -37.8%
3243 XYL CALL XYLEM INC Industrials 2,400.0 $327K 0.00% NEW $136.18 -20.5%
3244 MTSI CALL MACOM TECH SOLUTIONS HLDGS I Technology 1,900.0 $325K 0.00% NEW $171.28 +122.1%
3245 LRCX LAM RESEARCH CORP Technology 1,901.0 $325K 0.00% NEW $171.18 +76.6%
3246 NMM PUT NAVIOS MARITIME PARTNERS L P Industrials 6,200.0 $325K 0.00% NEW $52.43 +42.4%
3247 SOLV CALL SOLVENTUM CORP Healthcare 4,100.0 $325K 0.00% NEW $79.24 -3.9%
3248 SND SMART SAND INC Energy 81,193.0 $325K 0.00% NEW $4.00 +22.0%
3249 PSKY PARAMOUNT SKYDANCE CORP Communication Services 24,146.0 $324K 0.00% NEW $13.40 -24.4%
3250 ULS CALL UL SOLUTIONS INC Industrials 4,100.0 $323K 0.00% NEW $78.86 +29.3%
3251 PARR PUT PAR PAC HOLDINGS INC Energy 9,200.0 $323K 0.00% NEW $35.14 +64.5%
3252 PUT GLOBUS MED INC 3,700.0 $323K 0.00% NEW $87.31
3253 STE STERIS PLC Healthcare 1,274.0 $323K 0.00% NEW $253.52 -14.8%
3254 FWRD PUT FORWARD AIR CORP Industrials 12,900.0 $322K 0.00% NEW $25.00 -66.6%
3255 RR CALL RICHTECH ROBOTICS INC Industrials 99,500.0 $321K 0.00% NEW $3.23 -23.8%
3256 CALL CMB.TECH NV 33,300.0 $321K 0.00% NEW $9.65
3257 PUT LITHIUM AMERS CORP NEW 73,700.0 $321K 0.00% NEW $4.36
3258 PEG PUT PUBLIC SVC ENTERPRISE GRP IN Utilities 4,000.0 $321K 0.00% NEW $80.30 -2.3%
3259 FTAI AVIATION LTD 1,631.0 $321K 0.00% NEW $196.85
3260 QFIN CALL QFIN HOLDINGS INC Financial Services 16,600.0 $320K 0.00% NEW $19.27 -34.8%
Page 163 of 225  ·  4,487 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
Technology 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%