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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 125 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 OLED CALL UNIVERSAL DISPLAY CORP Technology 8,100.0 $946K 0.00% NEW $116.78 -19.4%
2482 TLRY CALL TILRAY BRANDS INC Healthcare 104,700.0 $945K 0.00% NEW $9.03 -37.2%
2483 HALO CALL HALOZYME THERAPEUTICS INC Healthcare 14,000.0 $942K 0.00% NEW $67.30 +1.4%
2484 VRNS CALL VARONIS SYS INC Technology 28,700.0 $941K 0.00% NEW $32.80 -2.0%
2485 ARKK ARK ETF TR 12,231.0 $941K 0.00% NEW $76.92 +4.9%
2486 URBN PUT URBAN OUTFITTERS INC Consumer Cyclical 12,500.0 $941K 0.00% NEW $75.26 -0.8%
2487 TFC CALL TRUIST FINL CORP Financial Services 19,100.0 $940K 0.00% NEW $49.21 -2.9%
2488 OPCH PUT OPTION CARE HEALTH INC Healthcare 29,500.0 $940K 0.00% NEW $31.86 -32.6%
2489 BBSI BARRETT BUSINESS SVCS INC Industrials 25,902.0 $938K 0.00% NEW $36.21 -12.1%
2490 THE BALDWIN INSURANCE GRP IN 38,933.0 $936K 0.00% NEW $24.03
2491 KMI KINDER MORGAN INC DEL Energy 33,950.0 $933K 0.00% NEW $27.49 +16.5%
2492 BNTX CALL BIONTECH SE Healthcare 9,800.0 $933K 0.00% NEW $95.20 -1.7%
2493 QFIN PUT QFIN HOLDINGS INC Financial Services 48,400.0 $933K 0.00% NEW $19.27 -20.4%
2494 GO CALL GROCERY OUTLET HLDG CORP Consumer Defensive 91,900.0 $928K 0.00% NEW $10.10 -14.9%
2495 SURROZEN INC 41,041.0 $928K 0.00% NEW $22.60
2496 SWKS PUT SKYWORKS SOLUTIONS INC Technology 14,600.0 $926K 0.00% NEW $63.41 +28.8%
2497 MGA PUT MAGNA INTL INC Consumer Cyclical 17,300.0 $922K 0.00% NEW $53.30 +23.7%
2498 MGNI CALL MAGNITE INC Communication Services 56,800.0 $922K 0.00% NEW $16.23 -13.4%
2499 MSI PUT MOTOROLA SOLUTIONS INC Technology 2,400.0 $920K 0.00% NEW $383.32 +7.5%
2500 TKO CALL TKO GROUP HOLDINGS INC Communication Services 4,400.0 $920K 0.00% NEW $209.00 -4.2%
Page 125 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%