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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 25 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TOST PUT TOAST INC Technology 371,500.0 $13.2M 0.04% NEW $35.51 -34.2%
482 REAL THE REALREAL INC Consumer Cyclical 833,014.0 $13.1M 0.04% NEW $15.78 -41.0%
483 CCJ PUT CAMECO CORP Energy 143,600.0 $13.1M 0.04% NEW $91.49 +14.6%
484 HD CALL HOME DEPOT INC Consumer Cyclical 38,000.0 $13.1M 0.04% NEW $344.10 -10.6%
485 WFC CALL WELLS FARGO CO NEW Financial Services 140,000.0 $13.0M 0.04% NEW $93.20 -18.7%
486 NEE PUT NEXTERA ENERGY INC Utilities 161,900.0 $13.0M 0.04% NEW $80.28 +10.5%
487 NU NU HLDGS LTD Financial Services 774,363.0 $13.0M 0.04% NEW $16.74 -24.3%
488 PANW PALO ALTO NETWORKS INC Technology 70,259.0 $12.9M 0.04% NEW $184.20 +33.6%
489 DUK CALL DUKE ENERGY CORP NEW Utilities 110,000.0 $12.9M 0.04% NEW $117.21 +6.2%
490 CRWD CALL CROWDSTRIKE HLDGS INC Technology 27,400.0 $12.8M 0.04% NEW $468.76 +36.8%
491 AMER SPORTS INC 343,818.0 $12.8M 0.04% NEW $37.35
492 S SENTINELONE INC Technology 855,737.0 $12.8M 0.04% NEW $15.00 +18.8%
493 MO PUT ALTRIA GROUP INC Consumer Defensive 222,500.0 $12.8M 0.04% NEW $57.66 +28.1%
494 RKT PUT ROCKET COS INC Financial Services 662,500.0 $12.8M 0.04% NEW $19.36 -30.6%
495 QCOM QUALCOMM INC Technology 74,898.0 $12.8M 0.04% NEW $171.05 +18.2%
496 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 90,325.0 $12.8M 0.04% NEW $141.83 +9.0%
497 WISDOMTREE INC 11,000,000.0 $12.8M 0.04% NEW $1.16
498 MSTR STRATEGY INC Technology 83,943.0 $12.8M 0.04% NEW $151.95 +10.1%
499 QCOM PUT QUALCOMM INC Technology 74,500.0 $12.7M 0.04% NEW $171.05 +18.2%
500 SHOP CALL SHOPIFY INC Technology 79,100.0 $12.7M 0.04% NEW $160.97 -35.3%
Page 25 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%