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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 16 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AMAT PUT APPLIED MATLS INC Technology 77,400.0 $19.9M 0.06% NEW $256.99 +60.9%
302 NVO CALL NOVO-NORDISK A S Healthcare 390,800.0 $19.9M 0.06% NEW $50.88 -12.1%
303 TJX CALL TJX COS INC NEW Consumer Cyclical 129,400.0 $19.9M 0.06% NEW $153.61 -4.0%
304 MRVL MARVELL TECHNOLOGY INC Technology 232,520.0 $19.8M 0.06% NEW $84.98 +108.2%
305 WCN WASTE CONNECTIONS INC Industrials 112,413.0 $19.7M 0.06% NEW $175.36 -10.7%
306 BBNX BETA BIONICS INC Healthcare 646,539.0 $19.7M 0.06% NEW $30.47 -69.1%
307 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 115,758.0 $19.7M 0.06% NEW $170.00 +34.6%
308 ON ON SEMICONDUCTOR CORP Technology 361,628.0 $19.6M 0.06% NEW $54.15 +108.9%
309 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 121,700.0 $19.5M 0.06% NEW $160.40 +18.2%
310 CLS CELESTICA INC Technology 65,439.0 $19.3M 0.06% NEW $295.61 +15.9%
311 OKE PUT ONEOK INC NEW Energy 263,000.0 $19.3M 0.06% NEW $73.50 +25.6%
312 MRK CALL MERCK & CO INC Healthcare 181,900.0 $19.1M 0.06% NEW $105.26 +5.8%
313 SNOW PUT SNOWFLAKE INC Technology 87,000.0 $19.1M 0.06% NEW $219.36 -28.2%
314 GS CALL GOLDMAN SACHS GROUP INC Financial Services 21,700.0 $19.1M 0.06% NEW $879.00 +7.9%
315 LITE LUMENTUM HLDGS INC Technology 51,736.0 $19.1M 0.06% NEW $368.59 +163.4%
316 ARKK PUT ARK ETF TR 247,300.0 $19.0M 0.06% NEW $76.92 -3.1%
317 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 504,889.0 $18.9M 0.06% NEW $37.45 +50.0%
318 MRVL PUT MARVELL TECHNOLOGY INC Technology 221,800.0 $18.8M 0.06% NEW $84.98 +108.2%
319 GE PUT GE AEROSPACE Industrials 61,100.0 $18.8M 0.06% NEW $308.03 -8.6%
320 MMM 3M CO Industrials 117,448.0 $18.8M 0.06% NEW $160.10 -8.7%
Page 16 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%