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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 110 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 EPAM CALL EPAM SYS INC Technology 6,700.0 $1.4M 0.00% NEW $204.88 -49.5%
2182 SANM PUT SANMINA CORPORATION Technology 9,100.0 $1.4M 0.00% NEW $150.07 +69.6%
2183 NI NISOURCE INC Utilities 32,678.0 $1.4M 0.00% NEW $41.76 +14.0%
2184 BMY BRISTOL-MYERS SQUIBB CO Healthcare 25,219.0 $1.4M 0.00% NEW $53.94 +8.9%
2185 CENX PUT CENTURY ALUM CO Basic Materials 34,700.0 $1.4M 0.00% NEW $39.18 +63.3%
2186 HBAN CALL HUNTINGTON BANCSHARES INC Financial Services 78,300.0 $1.4M 0.00% NEW $17.35 -6.4%
2187 DAC DANAOS CORPORATION Industrials 14,421.0 $1.4M 0.00% NEW $94.18 +37.0%
2188 BLSH BULLISH Technology 35,753.0 $1.4M 0.00% NEW $37.87 -9.0%
2189 SHEL PUT SHELL PLC Energy 18,400.0 $1.4M 0.00% NEW $73.48 +13.4%
2190 RMD PUT RESMED INC Healthcare 5,600.0 $1.3M 0.00% NEW $240.87 -12.2%
2191 PUT GALAXY DIGITAL INC. 60,300.0 $1.3M 0.00% NEW $22.36
2192 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 35,000.0 $1.3M 0.00% NEW $38.49 -12.8%
2193 MNTN INC 112,739.0 $1.3M 0.00% NEW $11.94
2194 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 117,900.0 $1.3M 0.00% NEW $11.39 +0.1%
2195 DD PUT DUPONT DE NEMOURS INC Basic Materials 33,400.0 $1.3M 0.00% NEW $40.20 +20.1%
2196 NU CALL NU HLDGS LTD Financial Services 80,100.0 $1.3M 0.00% NEW $16.74 -21.6%
2197 SYK STRYKER CORPORATION Healthcare 3,804.0 $1.3M 0.00% NEW $351.47 -10.5%
2198 SHOULDER INNOVATIONS INC 93,434.0 $1.3M 0.00% NEW $14.30
2199 PZZA PAPA JOHNS INTL INC Consumer Cyclical 34,712.0 $1.3M 0.00% NEW $38.49 -12.8%
2200 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 111,788.0 $1.3M 0.00% NEW $11.95 +7.9%
Page 110 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%