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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 31 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NET PUT CLOUDFLARE INC Technology 55,300.0 $10.9M 0.03% NEW $197.15 +4.2%
602 BIDU CALL BAIDU INC Communication Services 83,200.0 $10.9M 0.03% NEW $130.66 +3.4%
603 NUE PUT NUCOR CORP Basic Materials 66,600.0 $10.9M 0.03% NEW $163.11 +36.7%
604 ORCL ORACLE CORP Technology 55,708.0 $10.9M 0.03% NEW $194.91 -7.5%
605 DE PUT DEERE & CO Industrials 23,100.0 $10.8M 0.03% NEW $465.57 +18.3%
606 VLO PUT VALERO ENERGY CORP Energy 65,900.0 $10.7M 0.03% NEW $162.79 +60.7%
607 T CALL AT&T INC Communication Services 431,200.0 $10.7M 0.03% NEW $24.84 +0.9%
608 CNS COHEN & STEERS INC Financial Services 170,573.0 $10.7M 0.03% NEW $62.78 +14.4%
609 COIN PUT COINBASE GLOBAL INC Financial Services 47,200.0 $10.7M 0.03% NEW $226.14 -15.6%
610 KGC CALL KINROSS GOLD CORP Basic Materials 378,600.0 $10.7M 0.03% NEW $28.16 -1.9%
611 OGN ORGANON & CO Healthcare 1,485,379.0 $10.7M 0.03% NEW $7.17 +87.3%
612 AZO AUTOZONE INC Consumer Cyclical 3,135.0 $10.6M 0.03% NEW $3391.50 -2.2%
613 MDB MONGODB INC Technology 25,312.0 $10.6M 0.03% NEW $419.69 -21.4%
614 WMT CALL WALMART INC Consumer Defensive 95,300.0 $10.6M 0.03% NEW $111.41 +19.7%
615 DEXCOM INC 11,500,000.0 $10.6M 0.03% NEW $0.92
616 CHTR CALL CHARTER COMMUNICATIONS INC N Communication Services 50,700.0 $10.6M 0.03% NEW $208.75 -31.5%
617 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 440,000.0 $10.6M 0.03% NEW $24.02 +36.4%
618 BE BLOOM ENERGY CORP Industrials 121,446.0 $10.6M 0.03% NEW $86.89 +209.0%
619 BB BLACKBERRY LTD Technology 2,782,228.0 $10.5M 0.03% NEW $3.79 +62.2%
620 WDAY PUT WORKDAY INC Technology 48,900.0 $10.5M 0.03% NEW $214.78 -42.9%
Page 31 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%