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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 36 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CEG PUT CONSTELLATION ENERGY CORP Utilities 26,500.0 $9.4M 0.03% NEW $353.27 -19.1%
702 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 252,800.0 $9.4M 0.03% NEW $37.00 -11.4%
703 SE PUT SEA LTD Consumer Cyclical 73,300.0 $9.4M 0.03% NEW $127.57 -31.6%
704 FUTU CALL FUTU HLDGS LTD Financial Services 56,900.0 $9.3M 0.03% NEW $164.21 -24.6%
705 CAVA CALL CAVA GROUP INC Consumer Cyclical 159,200.0 $9.3M 0.03% NEW $58.69 +38.5%
706 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 334,400.0 $9.3M 0.03% NEW $27.87 -28.1%
707 COF PUT CAPITAL ONE FINL CORP Financial Services 38,400.0 $9.3M 0.03% NEW $242.36 -23.0%
708 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 297,500.0 $9.3M 0.03% NEW $31.21 +10.0%
709 MANH MANHATTAN ASSOCIATES INC Technology 53,525.0 $9.3M 0.03% NEW $173.31 -22.4%
710 LYFT LYFT INC Technology 478,488.0 $9.3M 0.03% NEW $19.37 -30.4%
711 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 32,700.0 $9.3M 0.03% NEW $283.31 -23.0%
712 ANIP ANI PHARMACEUTICALS INC Healthcare 117,307.0 $9.3M 0.03% NEW $78.94 +4.9%
713 AA CALL ALCOA CORP Basic Materials 173,800.0 $9.2M 0.03% NEW $53.14 +24.7%
714 SATS CALL ECHOSTAR CORP Technology 84,900.0 $9.2M 0.03% NEW $108.70 +30.5%
715 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 44,400.0 $9.2M 0.03% NEW $207.81 -39.0%
716 EBAY PUT EBAY INC. Consumer Cyclical 105,800.0 $9.2M 0.03% NEW $87.10 +34.5%
717 ZS CALL ZSCALER INC Technology 40,900.0 $9.2M 0.03% NEW $224.92 -22.4%
718 ZS PUT ZSCALER INC Technology 40,900.0 $9.2M 0.03% NEW $224.92 -22.4%
719 SMCI CALL SUPER MICRO COMPUTER INC Technology 314,200.0 $9.2M 0.03% NEW $29.27 +14.3%
720 LYB CALL LYONDELLBASELL INDUSTRIES N Basic Materials 212,300.0 $9.2M 0.03% NEW $43.30 +61.8%
Page 36 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%