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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 200 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3981 NBR NABORS INDUSTRIES LTD Energy 1,325.0 $72K NEW $54.30 +96.9%
3982 THO CALL THOR INDS INC Consumer Cyclical 700.0 $72K NEW $102.67 -29.6%
3983 EAT CALL BRINKER INTL INC Consumer Cyclical 500.0 $72K NEW $143.52 -8.5%
3984 VEEV VEEVA SYS INC Healthcare 320.0 $71K NEW $223.23 -28.6%
3985 HRB BLOCK H & R INC Consumer Cyclical 1,637.0 $71K NEW $43.58 -12.2%
3986 AVXL PUT ANAVEX LIFE SCIENCES CORP Healthcare 20,000.0 $71K NEW $3.56 -24.3%
3987 SGRY CALL SURGERY PARTNERS INC Healthcare 4,600.0 $71K NEW $15.45 -14.2%
3988 TNET CALL TRINET GROUP INC Industrials 1,200.0 $71K NEW $59.13 -29.6%
3989 DNUT KRISPY KREME INC Consumer Defensive 17,636.0 $71K NEW $4.02 -20.0%
3990 PUT STEM INC 4,700.0 $71K NEW $15.05
3991 TNL PUT TRAVEL PLUS LEISURE CO Consumer Cyclical 1,000.0 $71K NEW $70.53 -11.2%
3992 ERIC CALL TELEFONAKTIEBOLAGET LM ERICS Technology 7,300.0 $70K NEW $9.65 +33.1%
3993 CORT PUT CORCEPT THERAPEUTICS INC Healthcare 2,000.0 $70K NEW $34.80 +68.4%
3994 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 5,740.0 $69K NEW $12.08 +13.9%
3995 EPAM EPAM SYS INC Technology 337.0 $69K NEW $204.88 -51.3%
3996 KVUE PUT KENVUE INC Consumer Defensive 4,000.0 $69K NEW $17.25 -0.7%
3997 DAN CALL DANA INC Consumer Cyclical 2,900.0 $69K NEW $23.76 +38.8%
3998 ARCT CALL ARCTURUS THERAPEUTICS HLDGS Healthcare 11,200.0 $69K NEW $6.13 +10.5%
3999 UPWK UPWORK INC Industrials 3,457.0 $69K NEW $19.82 -58.3%
4000 PD CALL PAGERDUTY INC Technology 5,200.0 $68K NEW $13.11 -47.0%
Page 200 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%