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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 221 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4401 LOCAL BOUNTI CORP 322,829.0 $517.0 NEW $0.00
4402 VAL VALARIS LTD Energy 10.0 $504.0 NEW $50.40 +125.0%
4403 ADT ADT INC DEL Industrials 61.0 $492.0 NEW $8.07 -13.5%
4404 CSIQ CANADIAN SOLAR INC Energy 18.0 $428.0 NEW $23.78 -27.7%
4405 BBAI BIGBEAR AI HLDGS INC Technology 79.0 $427.0 NEW $5.41 -27.5%
4406 PRU PRUDENTIAL FINL INC Financial Services 3.0 $339.0 NEW $113.00 -8.9%
4407 HPE HEWLETT PACKARD ENTERPRISE C Technology 14.0 $336.0 NEW $24.00 +37.5%
4408 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 17.0 $335.0 NEW $19.71 -32.3%
4409 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2.0 $324.0 NEW $162.00 -3.7%
4410 LTM LATAM AIRLINES GROUP SA Industrials 6.0 $324.0 NEW $54.00 -12.9%
4411 APLD APPLIED DIGITAL CORP Technology 13.0 $319.0 NEW $24.54 +59.5%
4412 WWD WOODWARD INC Industrials 1.0 $302.0 NEW $302.00 +15.7%
4413 IBM INTERNATIONAL BUSINESS MACHS Technology 1.0 $296.0 NEW $296.00 -24.7%
4414 TRV TRAVELERS COMPANIES INC Financial Services 1.0 $290.0 NEW $290.00 +5.5%
4415 ASPN PUT ASPEN AEROGELS INC Industrials 100.0 $283.0 NEW $2.83 +88.3%
4416 YETI YETI HLDGS INC Consumer Cyclical 6.0 $265.0 NEW $44.17 -3.9%
4417 QUBT QUANTUM COMPUTING INC Technology 25.0 $257.0 NEW $10.28 -5.5%
4418 BLDP CALL BALLARD PWR SYS INC NEW Industrials 100.0 $254.0 NEW $2.54 +70.5%
4419 NVTS NAVITAS SEMICONDUCTOR CORP Technology 31.0 $221.0 NEW $7.13 +175.9%
4420 AEM AGNICO EAGLE MINES LTD Basic Materials 1.0 $170.0 NEW $170.00 +5.4%
Page 221 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%