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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 34 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 U UNITY SOFTWARE INC Technology 227,781.0 $10.1M 0.03% NEW $44.17 -40.6%
662 SMCI PUT SUPER MICRO COMPUTER INC Technology 343,600.0 $10.1M 0.03% NEW $29.27 +14.3%
663 AA ALCOA CORP Basic Materials 189,118.0 $10.0M 0.03% NEW $53.14 +24.7%
664 SONY PUT SONY GROUP CORP Technology 391,800.0 $10.0M 0.03% NEW $25.60 -10.9%
665 HL CALL HECLA MNG CO Basic Materials 522,300.0 $10.0M 0.03% NEW $19.19 -9.8%
666 WDC WESTERN DIGITAL CORP Technology 58,171.0 $10.0M 0.03% NEW $172.27 +166.8%
667 CLX PUT CLOROX CO DEL Consumer Defensive 99,200.0 $10.0M 0.03% NEW $100.83 -5.6%
668 SNX TD SYNNEX CORPORATION Technology 66,562.0 $10.0M 0.03% NEW $150.23 +53.6%
669 ANET CALL ARISTA NETWORKS INC Technology 76,200.0 $10.0M 0.03% NEW $131.03 +13.4%
670 COF CALL CAPITAL ONE FINL CORP Financial Services 41,000.0 $9.9M 0.03% NEW $242.36 -23.0%
671 FIVE9 INC 11,000,000.0 $9.9M 0.03% NEW $0.90
672 AMAT CALL APPLIED MATLS INC Technology 38,600.0 $9.9M 0.03% NEW $256.99 +66.3%
673 CARG CARGURUS INC Consumer Cyclical 257,744.0 $9.9M 0.03% NEW $38.35 -28.0%
674 DE CALL DEERE & CO Industrials 21,200.0 $9.9M 0.03% NEW $465.57 +14.1%
675 MDB PUT MONGODB INC Technology 23,500.0 $9.9M 0.03% NEW $419.69 -24.3%
676 CTAS CINTAS CORP Industrials 52,398.0 $9.9M 0.03% NEW $188.07 -8.4%
677 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 407,900.0 $9.8M 0.03% NEW $24.02 +41.4%
678 SWX SOUTHWEST GAS HLDGS INC Utilities 122,410.0 $9.8M 0.03% NEW $80.02 +12.0%
679 ENOVIS CORPORATION 10,000,000.0 $9.8M 0.03% NEW $0.98
680 CAG PUT CONAGRA BRANDS INC Consumer Defensive 562,900.0 $9.7M 0.03% NEW $17.31 -22.7%
Page 34 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%