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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 213 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4241 RNW RENEW ENERGY GLOBAL PLC Utilities 3,762.0 $21K NEW $5.65 -3.1%
4242 MAT MATTEL INC Consumer Cyclical 1,042.0 $21K NEW $19.84 -24.0%
4243 ALKT ALKAMI TECHNOLOGY INC Technology 893.0 $21K NEW $23.07 -27.8%
4244 CALL RB GLOBAL INC 200.0 $21K NEW $102.87
4245 LWLG LIGHTWAVE LOGIC INC Basic Materials 6,332.0 $21K NEW $3.24 +263.6%
4246 GPRO GOPRO INC Technology 14,245.0 $20K NEW $1.41 -25.2%
4247 P3 HEALTH PARTNERS INC 1,993,807.0 $20K NEW $0.01
4248 MTN VAIL RESORTS INC Consumer Cyclical 150.0 $20K NEW $132.80 -6.4%
4249 GENI GENIUS SPORTS LIMITED Communication Services 1,798.0 $20K NEW $11.02 -54.3%
4250 APPS DIGITAL TURBINE INC Technology 3,945.0 $20K NEW $5.00 -12.7%
4251 HSBC HSBC HLDGS PLC Financial Services 249.0 $20K NEW $78.67 +13.6%
4252 SAM PUT BOSTON BEER INC Consumer Defensive 100.0 $20K NEW $195.13 -8.5%
4253 ARVN ARVINAS INC Healthcare 1,617.0 $19K NEW $11.86 -28.5%
4254 EVEX PUT EVE HLDG INC Industrials 4,800.0 $19K NEW $3.99 -28.6%
4255 UPLD UPLAND SOFTWARE INC Technology 13,353.0 $19K NEW $1.43 -47.2%
4256 MARA MARA HOLDINGS INC Financial Services 2,115.0 $19K NEW $8.98 +38.1%
4257 GRBK PUT GREEN BRICK PARTNERS INC Consumer Cyclical 300.0 $19K NEW $62.66 +1.4%
4258 STNG SCORPIO TANKERS INC Energy 364.0 $19K NEW $50.83 +59.5%
4259 ICLR CALL ICON PLC Healthcare 100.0 $18K NEW $182.22 -36.8%
4260 OPENDOOR TECHNOLOGIES INC 19,443.0 $17K NEW $0.90
Page 213 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%