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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 104 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 HP PUT HELMERICH & PAYNE INC Energy 54,600.0 $1.6M 0.01% NEW $28.68 +36.5%
2062 BLDR BUILDERS FIRSTSOURCE INC Industrials 15,202.0 $1.6M 0.01% NEW $102.89 -24.3%
2063 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 19,600.0 $1.6M 0.01% NEW $79.67 +11.0%
2064 ASAN PUT ASANA INC Technology 113,800.0 $1.6M 0.01% NEW $13.71 -52.3%
2065 CPNG COUPANG INC Consumer Cyclical 66,105.0 $1.6M 0.01% NEW $23.59 -31.1%
2066 SII PUT SPROTT INC Financial Services 15,900.0 $1.6M 0.01% NEW $97.92 +30.9%
2067 MUR CALL MURPHY OIL CORP Energy 49,800.0 $1.6M 0.01% NEW $31.25 +14.9%
2068 ITGR INTEGER HLDGS CORP Healthcare 19,832.0 $1.6M 0.01% NEW $78.43 +14.1%
2069 JBL CALL JABIL INC Technology 6,800.0 $1.6M 0.01% NEW $228.02 +61.4%
2070 CF CF INDS HLDGS INC Basic Materials 20,033.0 $1.5M 0.01% NEW $77.34 +51.9%
2071 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 95,324.0 $1.5M 0.01% NEW $16.24 -14.6%
2072 ACHC CALL ACADIA HEALTHCARE COMPANY IN Healthcare 109,000.0 $1.5M 0.01% NEW $14.19 +69.3%
2073 VIR VIR BIOTECHNOLOGY INC Healthcare 256,125.0 $1.5M 0.01% NEW $6.03 +54.6%
2074 GDDY CALL GODADDY INC Technology 12,400.0 $1.5M 0.01% NEW $124.08 -28.7%
2075 FDS PUT FACTSET RESH SYS INC Financial Services 5,300.0 $1.5M 0.01% NEW $290.19 -18.7%
2076 AMC NETWORKS INC 1,500,000.0 $1.5M 0.01% NEW $1.02
2077 XRPN ARMADA ACQUISITION CORP II Financial Services 150,000.0 $1.5M 0.01% NEW $10.24 +1.5%
2078 AR ANTERO RESOURCES CORP Energy 44,526.0 $1.5M 0.01% NEW $34.46 +3.5%
2079 FANG DIAMONDBACK ENERGY INC Energy 10,204.0 $1.5M 0.01% NEW $150.33 +28.9%
2080 FNV CALL FRANCO NEV CORP Basic Materials 7,400.0 $1.5M 0.01% NEW $207.28 +9.0%
Page 104 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%