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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 33 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AVGO BROADCOM INC Technology 29,579.0 $10.2M 0.03% NEW $346.10 +20.9%
642 SPY CALL SPDR S&P 500 ETF TR Financial Services 15,000.0 $10.2M 0.03% NEW $681.92 +8.4%
643 CCJ CALL CAMECO CORP Energy 111,800.0 $10.2M 0.03% NEW $91.49 +14.6%
644 OWL CALL BLUE OWL CAPITAL INC Financial Services 683,000.0 $10.2M 0.03% NEW $14.94 -35.4%
645 KTOS PUT KRATOS DEFENSE & SEC SOLUTIO Industrials 134,300.0 $10.2M 0.03% NEW $75.91 -27.2%
646 FROG JFROG LTD Technology 163,074.0 $10.2M 0.03% NEW $62.46 +15.5%
647 SAP SAP SE Technology 41,868.0 $10.2M 0.03% NEW $242.91 -26.8%
648 DINO HF SINCLAIR CORP Energy 220,446.0 $10.2M 0.03% NEW $46.08 +53.2%
649 COHR PUT COHERENT CORP Technology 55,000.0 $10.2M 0.03% NEW $184.57 +89.2%
650 EXPE CALL EXPEDIA GROUP INC Consumer Cyclical 35,800.0 $10.1M 0.03% NEW $283.31 -23.7%
651 HL PUT HECLA MNG CO Basic Materials 528,400.0 $10.1M 0.03% NEW $19.19 -10.7%
652 VST VISTRA CORP Utilities 62,793.0 $10.1M 0.03% NEW $161.33 -11.0%
653 GLNG GOLAR LNG LTD Energy 272,003.0 $10.1M 0.03% NEW $37.21 +53.0%
654 LEN PUT LENNAR CORP Consumer Cyclical 98,400.0 $10.1M 0.03% NEW $102.80 -16.5%
655 RDDT PUT REDDIT INC Communication Services 44,000.0 $10.1M 0.03% NEW $229.87 -37.2%
656 NXT PUT NEXTPOWER INC Technology 116,000.0 $10.1M 0.03% NEW $87.11 +44.3%
657 QBTS CALL D-WAVE QUANTUM INC Technology 386,000.0 $10.1M 0.03% NEW $26.15 -27.0%
658 LYB PUT LYONDELLBASELL INDUSTRIES N Basic Materials 232,800.0 $10.1M 0.03% NEW $43.30 +65.3%
659 TEM TEMPUS AI INC Healthcare 170,696.0 $10.1M 0.03% NEW $59.05 -23.1%
660 AUGO AURA MINERALS INC Basic Materials 199,646.0 $10.1M 0.03% NEW $50.41 +49.3%
Page 33 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%