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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 208 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4141 R PUT RYDER SYS INC Industrials 200.0 $38K NEW $191.39 +21.0%
4142 NMRA CALL NEUMORA THERAPEUTICS INC. Healthcare 21,300.0 $38K NEW $1.79 -1.1%
4143 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 13,529.0 $38K NEW $2.81 -9.3%
4144 DOMO PUT DOMO INC Technology 4,500.0 $38K NEW $8.43 -56.5%
4145 BLSH PUT BULLISH Technology 1,000.0 $38K NEW $37.87 -4.3%
4146 PACB CALL PACIFIC BIOSCIENCES CALIF IN Healthcare 20,000.0 $37K NEW $1.87 -38.5%
4147 CRTO PUT CRITEO S A Communication Services 1,800.0 $37K NEW $20.61 -21.3%
4148 BEAM BEAM THERAPEUTICS INC Healthcare 1,338.0 $37K NEW $27.72 -5.0%
4149 INSP PUT INSPIRE MED SYS INC Healthcare 400.0 $37K NEW $92.23 -54.6%
4150 VENTYX BIOSCIENCES INC 4,080.0 $37K NEW $9.03
4151 RNW PUT RENEW ENERGY GLOBAL PLC Utilities 6,500.0 $37K NEW $5.65 -3.2%
4152 MRCY CALL MERCURY SYS INC Industrials 500.0 $37K NEW $73.01 +27.9%
4153 BBY BEST BUY INC Consumer Cyclical 541.0 $36K NEW $66.93 -11.4%
4154 BLDP PUT BALLARD PWR SYS INC NEW Industrials 14,200.0 $36K NEW $2.54 +64.6%
4155 HCAT HEALTH CATALYST INC Healthcare 14,910.0 $36K NEW $2.39 -46.9%
4156 IRTC PUT IRHYTHM TECHNOLOGIES INC Healthcare 200.0 $35K NEW $177.44 -37.5%
4157 CNR CALL CORE NATURAL RESOURCES INC Energy 400.0 $35K NEW $88.51 -5.2%
4158 SITM PUT SITIME CORP Technology 100.0 $35K NEW $353.19 +105.4%
4159 MMSI CALL MERIT MED SYS INC Healthcare 400.0 $35K NEW $88.14 -27.8%
4160 DNA PUT GINKGO BIOWORKS HOLDINGS INC Healthcare 4,100.0 $34K NEW $8.31 -11.3%
Page 208 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%