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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 201 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 SOLID POWER INC 95,972.0 $68K NEW $0.71
4002 ESTC CALL ELASTIC N V Technology 900.0 $68K NEW $75.44 -28.8%
4003 AXTA CALL AXALTA COATING SYS LTD Basic Materials 2,100.0 $68K NEW $32.31 -11.0%
4004 GAU GALIANO GOLD INC Basic Materials 26,791.0 $68K NEW $2.53 -11.1%
4005 CORPAY INC 225.0 $68K NEW $300.93
4006 PUT AMC ENTMT HLDGS INC 43,400.0 $68K NEW $1.56
4007 CRITICAL METALS CORP 24,774.0 $68K NEW $2.73
4008 CRNC PUT CERENCE INC Technology 6,300.0 $67K NEW $10.69 -14.1%
4009 EYE CALL NATIONAL VISION HLDGS INC Consumer Cyclical 2,600.0 $67K NEW $25.82 -32.9%
4010 AEP AMERICAN ELEC PWR CO INC Utilities 581.0 $67K NEW $115.31 +11.8%
4011 ACM AECOM Industrials 701.0 $67K NEW $95.33 -25.0%
4012 ARMADA ACQUISITION CORP II 75,000.0 $67K NEW $0.89
4013 LAD PUT LITHIA MTRS INC Consumer Cyclical 200.0 $66K NEW $332.33 -22.6%
4014 TDUP CALL THREDUP INC Consumer Cyclical 10,400.0 $66K NEW $6.39 -36.6%
4015 VLTO VERALTO CORP Industrials 663.0 $66K NEW $99.78 -13.3%
4016 NVMI CALL NOVA LTD Technology 200.0 $66K NEW $328.39 +43.9%
4017 BMBL BUMBLE INC Technology 18,282.0 $65K NEW $3.57 -12.6%
4018 HEI PUT HEICO CORP NEW Industrials 200.0 $65K NEW $323.59 -9.6%
4019 INSP CALL INSPIRE MED SYS INC Healthcare 700.0 $65K NEW $92.23 -53.9%
4020 H CALL HYATT HOTELS CORP Consumer Cyclical 400.0 $64K NEW $160.32 +2.5%
Page 201 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%