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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 116 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 AER PUT AERCAP HOLDINGS NV Industrials 8,200.0 $1.2M 0.00% NEW $143.76 -1.4%
2302 TXRH CALL TEXAS ROADHOUSE INC Consumer Cyclical 7,100.0 $1.2M 0.00% NEW $166.00 +9.3%
2303 TPL PUT TEXAS PACIFIC LAND CORPORATI Energy 4,100.0 $1.2M 0.00% NEW $287.22 +41.4%
2304 PBR PUT PETROLEO BRASILEIRO SA PETRO Energy 99,300.0 $1.2M 0.00% NEW $11.85 +60.0%
2305 SNAP PUT SNAP INC Communication Services 145,800.0 $1.2M 0.00% NEW $8.07 -27.3%
2306 ROIV PUT ROIVANT SCIENCES LTD Healthcare 54,200.0 $1.2M 0.00% NEW $21.70 +36.3%
2307 AESI ATLAS ENERGY SOLUTIONS INC Energy 124,678.0 $1.2M 0.00% NEW $9.42 +92.8%
2308 LUMN PUT LUMEN TECHNOLOGIES INC Communication Services 150,500.0 $1.2M 0.00% NEW $7.77 +39.9%
2309 CNK CALL CINEMARK HLDGS INC Communication Services 50,300.0 $1.2M 0.00% NEW $23.24 +17.0%
2310 HSY HERSHEY CO Consumer Defensive 6,417.0 $1.2M 0.00% NEW $181.98 +8.7%
2311 INOD PUT INNODATA INC Technology 22,900.0 $1.2M 0.00% NEW $50.95 +74.7%
2312 PODD PUT INSULET CORP Healthcare 4,100.0 $1.2M 0.00% NEW $284.24 -48.6%
2313 ULTA ULTA BEAUTY INC Consumer Cyclical 1,922.0 $1.2M 0.00% NEW $605.01 -16.1%
2314 STNE CALL STONECO LTD Technology 78,600.0 $1.2M 0.00% NEW $14.79 -23.3%
2315 ARQT CALL ARCUTIS BIOTHERAPEUTICS INC Healthcare 40,000.0 $1.2M 0.00% NEW $29.04 -27.2%
2316 GRPN CALL GROUPON INC Communication Services 65,900.0 $1.2M 0.00% NEW $17.61 +21.9%
2317 NTR PUT NUTRIEN LTD Basic Materials 18,800.0 $1.2M 0.00% NEW $61.72 +11.4%
2318 GGAL CALL GRUPO FINANCIERO GALICIA S.A Financial Services 21,500.0 $1.2M 0.00% NEW $53.94 -10.7%
2319 GEN CALL GEN DIGITAL INC Technology 42,600.0 $1.2M 0.00% NEW $27.19 -9.5%
2320 ITW CALL ILLINOIS TOOL WKS INC Industrials 4,700.0 $1.2M 0.00% NEW $246.30 +1.6%
Page 116 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%