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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 203 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 NTLA INTELLIA THERAPEUTICS INC Healthcare 6,580.0 $59K NEW $8.99 +32.8%
4042 COCO VITA COCO CO INC Consumer Defensive 1,106.0 $59K NEW $53.01 +44.2%
4043 HIMX HIMAX TECHNOLOGIES INC Technology 7,107.0 $58K NEW $8.19 +135.5%
4044 EVLV PUT EVOLV TECHNOLOGIES HLDNGS IN Industrials 8,100.0 $58K NEW $7.16 -20.3%
4045 AMG PUT AFFILIATED MANAGERS GROUP IN Financial Services 200.0 $58K NEW $288.28 +4.5%
4046 UAA UNDER ARMOUR INC Consumer Cyclical 11,600.0 $58K NEW $4.97 +3.4%
4047 COTY CALL COTY INC Consumer Defensive 18,600.0 $57K NEW $3.08 -37.3%
4048 APPN CALL APPIAN CORP Technology 1,600.0 $57K NEW $35.42 -39.8%
4049 CRGY CRESCENT ENERGY COMPANY Energy 6,718.0 $56K NEW $8.39 +63.5%
4050 WELL PUT WELLTOWER INC Real Estate 300.0 $56K NEW $185.61 +17.5%
4051 RUN SUNRUN INC Energy 3,000.0 $55K NEW $18.40 -28.4%
4052 JANX CALL JANUX THERAPEUTICS INC Healthcare 4,000.0 $55K NEW $13.80 +0.1%
4053 CALY PUT TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 4,700.0 $55K NEW $11.67 +33.3%
4054 FFAI CALL FARADAY FUTURE INTLGT ELEC I Consumer Cyclical 53,600.0 $55K NEW $1.02 -67.4%
4055 EOLS PUT EVOLUS INC Healthcare 8,200.0 $55K NEW $6.65 -3.3%
4056 MKTX PUT MARKETAXESS HLDGS INC Financial Services 300.0 $54K NEW $181.25 -22.1%
4057 INMD CALL INMODE LTD Healthcare 3,700.0 $54K NEW $14.69 -4.9%
4058 EVER PUT EVERQUOTE INC Communication Services 2,000.0 $54K NEW $27.00 -31.6%
4059 SNA SNAP ON INC Industrials 156.0 $54K NEW $344.60 +4.5%
4060 TPH CALL TRI POINTE HOMES INC Consumer Cyclical 1,700.0 $53K NEW $31.47 +49.2%
Page 203 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%