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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 17 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TXN PUT TEXAS INSTRS INC Technology 108,300.0 $18.8M 0.06% NEW $173.49 +74.5%
322 EMBJ EMBRAER S.A. Industrials 290,827.0 $18.7M 0.06% NEW $64.37 -13.4%
323 RIO PUT RIO TINTO PLC Basic Materials 233,300.0 $18.7M 0.06% NEW $80.03 +29.6%
324 MU CALL MICRON TECHNOLOGY INC Technology 65,100.0 $18.6M 0.06% NEW $285.41 +153.9%
325 GRAB GRAB HOLDINGS LIMITED Technology 3,709,271.0 $18.5M 0.06% NEW $4.99 -28.9%
326 WM PUT WASTE MGMT INC DEL Industrials 84,100.0 $18.5M 0.06% NEW $219.71 +0.1%
327 CVS PUT CVS HEALTH CORP Healthcare 232,000.0 $18.4M 0.06% NEW $79.36 +20.8%
328 WDC PUT WESTERN DIGITAL CORP Technology 106,800.0 $18.4M 0.06% NEW $172.27 +179.8%
329 AME AMETEK INC Industrials 89,596.0 $18.4M 0.06% NEW $205.31 +9.9%
330 TMUS CALL T-MOBILE US INC Communication Services 90,500.0 $18.4M 0.06% NEW $203.04 -8.8%
331 PDD CALL PDD HOLDINGS INC Consumer Cyclical 161,800.0 $18.3M 0.06% NEW $113.39 -15.5%
332 MARA HOLDINGS INC 23,145,000.0 $18.3M 0.06% NEW $0.79
333 MA CALL MASTERCARD INCORPORATED Financial Services 31,900.0 $18.2M 0.06% NEW $570.88 -13.4%
334 CALL CRH PLC 145,900.0 $18.2M 0.06% NEW $124.80
335 NIO PUT NIO INC Consumer Cyclical 3,567,900.0 $18.2M 0.06% NEW $5.10 +19.6%
336 AKAMAI TECHNOLOGIES INC 18,000,000.0 $18.1M 0.06% NEW $1.00
337 DLTR DOLLAR TREE INC Consumer Defensive 146,645.0 $18.0M 0.06% NEW $123.01 -27.2%
338 MELI MERCADOLIBRE INC Consumer Cyclical 8,939.0 $18.0M 0.06% NEW $2014.26 -23.2%
339 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 101,000.0 $18.0M 0.06% NEW $177.75 -24.6%
340 MS MORGAN STANLEY Financial Services 100,890.0 $17.9M 0.06% NEW $177.53 +8.4%
Page 17 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%