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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 29 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FISV PUT FISERV INC Technology 171,300.0 $11.5M 0.04% NEW $67.17 -15.6%
562 LITE PUT LUMENTUM HLDGS INC Technology 31,200.0 $11.5M 0.04% NEW $368.59 +140.1%
563 CRH PLC 92,112.0 $11.5M 0.04% NEW $124.80
564 MSTR CALL STRATEGY INC Technology 75,600.0 $11.5M 0.04% NEW $151.95 +9.7%
565 DPZ DOMINOS PIZZA INC Consumer Cyclical 27,431.0 $11.4M 0.04% NEW $416.82 -26.1%
566 DLTR CALL DOLLAR TREE INC Consumer Defensive 92,700.0 $11.4M 0.04% NEW $123.01 -25.8%
567 NOW CALL SERVICENOW INC Technology 74,400.0 $11.4M 0.04% NEW $153.19 -32.5%
568 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 44,500.0 $11.4M 0.04% NEW $256.03 -5.4%
569 DHI CALL D R HORTON INC Consumer Cyclical 79,000.0 $11.4M 0.04% NEW $144.03 -4.5%
570 RKLB ROCKET LAB CORP Industrials 162,950.0 $11.4M 0.04% NEW $69.76 +88.0%
571 AVTR AVANTOR INC Healthcare 991,436.0 $11.4M 0.04% NEW $11.46 -33.3%
572 PNC CALL PNC FINL SVCS GROUP INC Financial Services 54,400.0 $11.4M 0.04% NEW $208.73 +2.4%
573 AKAM AKAMAI TECHNOLOGIES INC Technology 130,138.0 $11.4M 0.04% NEW $87.25 +62.0%
574 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 176,200.0 $11.3M 0.04% NEW $64.31 +35.3%
575 BRZE BRAZE INC Technology 330,354.0 $11.3M 0.04% NEW $34.29 -36.5%
576 CSCO CISCO SYS INC Technology 146,718.0 $11.3M 0.04% NEW $77.03 +54.3%
577 COF CAPITAL ONE FINL CORP Financial Services 46,565.0 $11.3M 0.04% NEW $242.36 -22.8%
578 ALAB PUT ASTERA LABS INC Technology 67,800.0 $11.3M 0.04% NEW $166.36 +46.8%
579 KGC PUT KINROSS GOLD CORP Basic Materials 400,100.0 $11.3M 0.04% NEW $28.16 +1.3%
580 CCL CARNIVAL CORP Consumer Cyclical 368,722.0 $11.3M 0.04% NEW $30.54 -21.8%
Page 29 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%