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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 37 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 COLLEGIUM PHARMACEUTICAL INC 6,498,000.0 $9.2M 0.03% NEW $1.41
722 VIKING HOLDINGS LTD 128,643.0 $9.2M 0.03% NEW $71.41
723 BP CALL BP PLC Energy 264,100.0 $9.2M 0.03% NEW $34.73 +29.9%
724 B PUT BARRICK MNG CORP Basic Materials 210,100.0 $9.1M 0.03% NEW $43.55 -6.0%
725 UNP PUT UNION PAC CORP Industrials 39,500.0 $9.1M 0.03% NEW $231.32 +17.4%
726 RKLB PUT ROCKET LAB CORP Industrials 130,900.0 $9.1M 0.03% NEW $69.76 +82.5%
727 MRNA PUT MODERNA INC Healthcare 308,200.0 $9.1M 0.03% NEW $29.49 +55.0%
728 IDXX IDEXX LABS INC Healthcare 13,431.0 $9.1M 0.03% NEW $676.53 -19.2%
729 DOCU DOCUSIGN INC Technology 132,770.0 $9.1M 0.03% NEW $68.40 -27.7%
730 TGT CALL TARGET CORP Consumer Defensive 92,800.0 $9.1M 0.03% NEW $97.75 +30.2%
731 HPQ CALL HP INC Technology 407,100.0 $9.1M 0.03% NEW $22.28 -5.9%
732 CCL CALL CARNIVAL CORP Consumer Cyclical 295,900.0 $9.0M 0.03% NEW $30.54 -14.8%
733 TEL TE CONNECTIVITY PLC Technology 39,691.0 $9.0M 0.03% NEW $227.51 -13.8%
734 EBAY CALL EBAY INC. Consumer Cyclical 103,400.0 $9.0M 0.03% NEW $87.10 +31.2%
735 U CALL UNITY SOFTWARE INC Technology 202,400.0 $8.9M 0.03% NEW $44.17 -40.7%
736 MP CALL MP MATERIALS CORP Basic Materials 176,600.0 $8.9M 0.03% NEW $50.52 +8.7%
737 STZ CONSTELLATION BRANDS INC Consumer Defensive 64,555.0 $8.9M 0.03% NEW $137.96 +6.2%
738 LMT CALL LOCKHEED MARTIN CORP Industrials 18,400.0 $8.9M 0.03% NEW $483.67 +8.9%
739 FORTINET INC 111,891.0 $8.9M 0.03% NEW $79.41
740 CAT PUT CATERPILLAR INC Industrials 15,500.0 $8.9M 0.03% NEW $572.87 +52.3%
Page 37 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%