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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 113 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 BALL PUT BALL CORP Consumer Cyclical 24,000.0 $1.3M 0.00% NEW $52.97 +7.3%
2242 USB PUT US BANCORP DEL Financial Services 23,800.0 $1.3M 0.00% NEW $53.36 +2.4%
2243 JOYY JOYY INC Communication Services 19,610.0 $1.3M 0.00% NEW $64.76 +1.4%
2244 NIO NIO INC Consumer Cyclical 248,870.0 $1.3M 0.00% NEW $5.10 +13.9%
2245 ULS UL SOLUTIONS INC Industrials 16,087.0 $1.3M 0.00% NEW $78.86 +26.9%
2246 NICE NICE LTD Technology 11,222.0 $1.3M 0.00% NEW $113.04 -19.2%
2247 MSGE PUT SPHERE ENTERTAINMENT CO Communication Services 13,300.0 $1.3M 0.00% NEW $95.08 -26.0%
2248 BEACON FINANCIAL CORP. 47,895.0 $1.3M 0.00% NEW $26.37
2249 RIOT RIOT PLATFORMS INC Financial Services 99,646.0 $1.3M 0.00% NEW $12.67 +111.8%
2250 GLBE CALL GLOBAL E ONLINE LTD Consumer Cyclical 32,100.0 $1.3M 0.00% NEW $39.31 -25.4%
2251 ARGX CALL ARGENX SE Healthcare 1,500.0 $1.3M 0.00% NEW $840.95 -2.0%
2252 ENR CALL ENERGIZER HLDGS INC NEW Industrials 63,300.0 $1.3M 0.00% NEW $19.89 -6.2%
2253 NOC NORTHROP GRUMMAN CORP Industrials 2,200.0 $1.3M 0.00% NEW $570.21 -3.0%
2254 KVYO PUT KLAVIYO INC Technology 38,500.0 $1.3M 0.00% NEW $32.47 -55.6%
2255 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 19,200.0 $1.2M 0.00% NEW $65.09 -21.5%
2256 AGI ALAMOS GOLD INC NEW Basic Materials 32,351.0 $1.2M 0.00% NEW $38.58 +0.2%
2257 FSM PUT FORTUNA MNG CORP Basic Materials 126,900.0 $1.2M 0.00% NEW $9.81 -2.8%
2258 PUT CANADIAN PACIFIC KANSAS CITY 16,900.0 $1.2M 0.00% NEW $73.63
2259 NTNX PUT NUTANIX INC Technology 24,000.0 $1.2M 0.00% NEW $51.69 -10.1%
2260 INFINITY NAT RES INC 84,214.0 $1.2M 0.00% NEW $14.73
Page 113 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%