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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 214 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 188.0 $17K NEW $89.92 +5.8%
4262 AMC ENTMT HLDGS INC 10,667.0 $17K NEW $1.56
4263 RGEN CALL REPLIGEN CORP Healthcare 100.0 $16K NEW $163.86 -36.0%
4264 NVMI NOVA LTD Technology 49.0 $16K NEW $328.39 +48.0%
4265 MKSI CALL MKS INC. Technology 100.0 $16K NEW $159.80 +82.9%
4266 AHCO PUT ADAPTHEALTH CORP Healthcare 1,600.0 $16K NEW $9.96 +5.6%
4267 GRMN GARMIN LTD Technology 78.0 $16K NEW $202.85 +11.1%
4268 PUT OPENDOOR TECHNOLOGIES INC 17,500.0 $16K NEW $0.90
4269 ODFL OLD DOMINION FREIGHT LINE IN Industrials 100.0 $16K NEW $156.80 +27.6%
4270 DLO PUT DLOCAL LTD Technology 1,100.0 $16K NEW $14.14 -16.3%
4271 BFLY BUTTERFLY NETWORK INC Healthcare 4,049.0 $15K NEW $3.80 +0.2%
4272 WALDENCAST PLC 379,729.0 $15K NEW $0.04
4273 OYSTER ENTERPRISES II ACQUIS 75,000.0 $15K NEW $0.20
4274 HDB PUT HDFC BANK LTD Financial Services 400.0 $15K NEW $36.54 -34.3%
4275 BDX BECTON DICKINSON & CO Healthcare 74.0 $14K NEW $194.07 -26.5%
4276 EAT PUT BRINKER INTL INC Consumer Cyclical 100.0 $14K NEW $143.52 -10.3%
4277 STANDARDAERO INC 497.0 $14K NEW $28.68
4278 CELULARITY INC 835,194.0 $14K NEW $0.02
4279 WRBY CALL WARBY PARKER INC Healthcare 600.0 $13K NEW $21.79 +28.9%
4280 XYL XYLEM INC Industrials 96.0 $13K NEW $136.18 -20.6%
Page 214 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%