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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 41 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 ADSK AUTODESK INC Technology 26,948.0 $8.0M 0.02% NEW $296.01 -18.9%
802 IOSP INNOSPEC INC Basic Materials 103,935.0 $8.0M 0.02% NEW $76.54 +2.9%
803 MPC CALL MARATHON PETE CORP Energy 48,900.0 $8.0M 0.02% NEW $162.63 +52.8%
804 IOT CALL SAMSARA INC Technology 223,600.0 $7.9M 0.02% NEW $35.45 -15.0%
805 HUM CALL HUMANA INC Healthcare 30,900.0 $7.9M 0.02% NEW $256.13 +18.6%
806 BIIB CALL BIOGEN INC Healthcare 44,900.0 $7.9M 0.02% NEW $175.99 +7.7%
807 DHR CALL DANAHER CORPORATION Healthcare 34,500.0 $7.9M 0.02% NEW $228.92 -24.3%
808 SONY CALL SONY GROUP CORP Technology 308,200.0 $7.9M 0.02% NEW $25.60 -10.9%
809 AFRM CALL AFFIRM HLDGS INC Technology 105,600.0 $7.9M 0.02% NEW $74.43 -9.7%
810 ONON PUT ON HLDG AG Consumer Cyclical 168,900.0 $7.9M 0.02% NEW $46.48 -15.7%
811 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 211,598.0 $7.8M 0.02% NEW $37.00 -11.4%
812 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 299,000.0 $7.8M 0.02% NEW $26.18 -40.1%
813 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 119,800.0 $7.8M 0.02% NEW $65.09 -24.0%
814 BHP PUT BHP GROUP LTD Basic Materials 129,000.0 $7.8M 0.02% NEW $60.37 +40.7%
815 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 225,900.0 $7.8M 0.02% NEW $34.46 -26.3%
816 DELL PUT DELL TECHNOLOGIES INC Technology 61,800.0 $7.8M 0.02% NEW $125.88 +100.9%
817 TLN PUT TALEN ENERGY CORP Utilities 20,700.0 $7.8M 0.02% NEW $374.84 -8.1%
818 TRGP TARGA RES CORP Energy 42,033.0 $7.8M 0.02% NEW $184.50 +46.7%
819 NEBIUS GROUP N.V. 92,504.0 $7.7M 0.02% NEW $83.70
820 PAAS CALL PAN AMERN SILVER CORP Basic Materials 149,400.0 $7.7M 0.02% NEW $51.81 +5.8%
Page 41 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%