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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 182 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 MXL PUT MAXLINEAR INC Technology 9,800.0 $171K 0.00% NEW $17.43 +471.8%
3622 MPWR MONOLITHIC PWR SYS INC Technology 188.0 $170K 0.00% NEW $906.36 +72.3%
3623 EQNR EQUINOR ASA Energy 7,204.0 $170K 0.00% NEW $23.63 +63.6%
3624 NBIX CALL NEUROCRINE BIOSCIENCES INC Healthcare 1,200.0 $170K 0.00% NEW $141.83 +9.6%
3625 HII PUT HUNTINGTON INGALLS INDS INC Industrials 500.0 $170K 0.00% NEW $340.07 -6.6%
3626 MRCY MERCURY SYS INC Industrials 2,326.0 $170K 0.00% NEW $73.01 +32.0%
3627 ENVX CALL ENOVIX CORPORATION Industrials 23,200.0 $170K 0.00% NEW $7.31 -13.8%
3628 SGU STAR GROUP L P Energy 14,241.0 $169K 0.00% NEW $11.84 +8.4%
3629 WSO CALL WATSCO INC Industrials 500.0 $168K 0.00% NEW $336.95 +14.7%
3630 NFG PUT NATIONAL FUEL GAS CO Energy 2,100.0 $168K 0.00% NEW $80.06 +1.5%
3631 PHR PHREESIA INC Healthcare 9,928.0 $168K 0.00% NEW $16.92 -47.7%
3632 NFG NATIONAL FUEL GAS CO Energy 2,086.0 $167K 0.00% NEW $80.06 +1.5%
3633 MEOH PUT METHANEX CORP Basic Materials 4,200.0 $167K 0.00% NEW $39.72 +50.1%
3634 VNET PUT VNET GROUP INC Technology 19,700.0 $167K 0.00% NEW $8.46 +20.7%
3635 MDXG MIMEDX GROUP INC Healthcare 24,600.0 $167K 0.00% NEW $6.77 -46.7%
3636 LOPE PUT GRAND CANYON ED INC Consumer Defensive 1,000.0 $166K 0.00% NEW $166.31 -5.7%
3637 INGN INOGEN INC Healthcare 24,696.0 $166K 0.00% NEW $6.72 -4.6%
3638 SD SANDRIDGE ENERGY INC Energy 11,457.0 $165K 0.00% NEW $14.43 +7.6%
3639 NTES PUT NETEASE INC Technology 1,200.0 $165K 0.00% NEW $137.62 -16.9%
3640 SMG SCOTTS MIRACLE-GRO CO Basic Materials 2,828.0 $165K 0.00% NEW $58.35 -0.0%
Page 182 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%