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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 5 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FOXA FOX CORP Communication Services 594,962.0 $43.5M 0.13% NEW $73.07 -11.3%
82 MTZ MASTEC INC Industrials 199,496.0 $43.4M 0.13% NEW $217.37 +88.8%
83 SHOP SHOPIFY INC Technology 267,688.0 $43.1M 0.13% NEW $160.97 -38.1%
84 SUMMIT HOTEL PPTYS 42,879,000.0 $42.8M 0.13% NEW $1.00
85 UNH UNITEDHEALTH GROUP INC Healthcare 129,119.0 $42.6M 0.13% NEW $330.11 +16.9%
86 AAL AMERICAN AIRLS GROUP INC Industrials 2,755,329.0 $42.2M 0.13% NEW $15.33 -18.7%
87 MDT CALL MEDTRONIC PLC Healthcare 439,300.0 $42.2M 0.13% NEW $96.06 -20.8%
88 BA BOEING CO Industrials 193,942.0 $42.1M 0.13% NEW $217.12 +1.3%
89 CALL BERKSHIRE HATHAWAY INC DEL 83,100.0 $41.8M 0.13% NEW $502.65
90 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 283,900.0 $41.6M 0.13% NEW $146.58 -8.8%
91 JCI JOHNSON CTLS INTL PLC Industrials 347,482.0 $41.6M 0.13% NEW $119.75 +18.8%
92 STARWOOD PPTY TR INC 40,000,000.0 $41.5M 0.13% NEW $1.04
93 ABBV CALL ABBVIE INC Healthcare 181,000.0 $41.4M 0.13% NEW $228.49 -8.4%
94 NOVANTA INC 750,000.0 $40.9M 0.12% NEW $54.48
95 ASTRAZENECA PLC 435,395.0 $40.0M 0.12% NEW $91.93
96 LIVN LIVANOVA PLC Healthcare 649,720.0 $40.0M 0.12% NEW $61.53 +14.8%
97 AMZN CALL AMAZON COM INC Consumer Cyclical 171,600.0 $39.6M 0.12% NEW $230.82 +14.4%
98 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 67,500.0 $39.2M 0.12% NEW $580.71 -25.4%
99 ABBV ABBVIE INC Healthcare 170,741.0 $39.0M 0.12% NEW $228.49 -8.4%
100 TFX TELEFLEX INCORPORATED Healthcare 319,168.0 $39.0M 0.12% NEW $122.04 +6.6%
Page 5 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%