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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 120 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 WEC PUT WEC ENERGY GROUP INC Utilities 10,100.0 $1.1M 0.00% NEW $105.46 +7.1%
2382 APD AIR PRODS & CHEMS INC Basic Materials 4,304.0 $1.1M 0.00% NEW $247.02 +15.7%
2383 WGO WINNEBAGO INDS INC Consumer Cyclical 26,154.0 $1.1M 0.00% NEW $40.52 -26.6%
2384 HRL PUT HORMEL FOODS CORP Consumer Defensive 44,700.0 $1.1M 0.00% NEW $23.70 -11.6%
2385 PRAXIS PRECISION MEDICINES I 3,587.0 $1.1M 0.00% NEW $294.74
2386 GDS CALL GDS HLDGS LTD Technology 30,200.0 $1.1M 0.00% NEW $34.90 -2.9%
2387 XOP CALL SPDR SERIES TRUST 8,300.0 $1.0M 0.00% NEW $126.26 +29.4%
2388 SAIL CALL SAILPOINT INC Technology 51,800.0 $1.0M 0.00% NEW $20.23 -23.1%
2389 LEG LEGGETT & PLATT INC Consumer Cyclical 95,099.0 $1.0M 0.00% NEW $11.00 -6.4%
2390 PLAY CALL DAVE & BUSTERS ENTMT INC Communication Services 64,500.0 $1.0M 0.00% NEW $16.21 -18.9%
2391 BTDR BITDEER TECHNOLOGIES GROUP Technology 93,219.0 $1.0M 0.00% NEW $11.21 +38.6%
2392 UUUU ENERGY FUELS INC Energy 71,865.0 $1.0M 0.00% NEW $14.54 +25.7%
2393 EPAM PUT EPAM SYS INC Technology 5,100.0 $1.0M 0.00% NEW $204.88 -50.4%
2394 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 15,700.0 $1.0M 0.00% NEW $66.39 +19.0%
2395 CNXN PC CONNECTION INC Technology 18,007.0 $1.0M 0.00% NEW $57.76 +16.0%
2396 HLF CALL HERBALIFE LTD Consumer Defensive 80,600.0 $1.0M 0.00% NEW $12.89 -4.7%
2397 HUN CALL HUNTSMAN CORP Basic Materials 103,800.0 $1.0M 0.00% NEW $10.00 +48.4%
2398 WSC CALL WILLSCOT HLDGS CORP Industrials 55,100.0 $1.0M 0.00% NEW $18.83 +36.9%
2399 CIFR PUT CIPHER MINING INC Financial Services 70,200.0 $1.0M 0.00% NEW $14.76 +70.5%
2400 BORR DRILLING LTD 256,993.0 $1.0M 0.00% NEW $4.03
Page 120 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%