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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 46 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 12,000.0 $7.0M 0.02% NEW $580.71 -25.4%
902 INTEGRA RES CORP 1,736,438.0 $7.0M 0.02% NEW $4.01
903 DE DEERE & CO Industrials 14,907.0 $6.9M 0.02% NEW $465.57 +14.1%
904 OKTA PUT OKTA INC Technology 80,200.0 $6.9M 0.02% NEW $86.47 +3.4%
905 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,290.0 $6.9M 0.02% NEW $5355.33 -97.0%
906 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 47,700.0 $6.9M 0.02% NEW $144.76 -81.9%
907 SOFI SOFI TECHNOLOGIES INC Financial Services 263,750.0 $6.9M 0.02% NEW $26.18 -40.1%
908 CORE SCIENTIFIC INC NEW 816,047.0 $6.9M 0.02% NEW $8.46
909 SAP CALL SAP SE Technology 28,400.0 $6.9M 0.02% NEW $242.91 -25.9%
910 SPGI CALL S&P GLOBAL INC Financial Services 13,200.0 $6.9M 0.02% NEW $522.59 -20.2%
911 ABNB CALL AIRBNB INC Consumer Cyclical 50,800.0 $6.9M 0.02% NEW $135.72 -1.1%
912 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 87,200.0 $6.9M 0.02% NEW $79.02 +14.5%
913 CLSK CLEANSPARK INC Technology 679,519.0 $6.9M 0.02% NEW $10.12 +55.7%
914 HON CALL HONEYWELL INTL INC Industrials 35,200.0 $6.9M 0.02% NEW $195.09 +14.7%
915 LEN CALL LENNAR CORP Consumer Cyclical 67,700.0 $6.9M 0.02% NEW $101.43 -12.4%
916 EXEL EXELIXIS INC Healthcare 155,843.0 $6.8M 0.02% NEW $43.83 +13.3%
917 DKS DICKS SPORTING GOODS INC Consumer Cyclical 34,424.0 $6.8M 0.02% NEW $197.97 +12.0%
918 VRTX VERTEX PHARMACEUTICALS INC Healthcare 14,974.0 $6.8M 0.02% NEW $453.36 -5.1%
919 FDX PUT FEDEX CORP Industrials 23,500.0 $6.8M 0.02% NEW $288.86 +34.6%
920 AXON AXON ENTERPRISE INC Industrials 11,937.0 $6.8M 0.02% NEW $567.93 -31.4%
Page 46 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%