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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 50 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SAP PUT SAP SE Technology 25,800.0 $6.3M 0.02% NEW $242.91 -25.9%
982 CHTR CHARTER COMMUNICATIONS INC N Communication Services 30,019.0 $6.3M 0.02% NEW $208.75 -28.7%
983 XLF CALL SELECT SECTOR SPDR TR 114,400.0 $6.3M 0.02% NEW $54.77 -5.6%
984 CAG CALL CONAGRA BRANDS INC Consumer Defensive 360,800.0 $6.2M 0.02% NEW $17.31 -22.7%
985 KMX CALL CARMAX INC Consumer Cyclical 161,300.0 $6.2M 0.02% NEW $38.64 +0.7%
986 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 241,281.0 $6.2M 0.02% NEW $25.82 -34.3%
987 WING PUT WINGSTOP INC Consumer Cyclical 26,100.0 $6.2M 0.02% NEW $238.49 -46.3%
988 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 96,707.0 $6.2M 0.02% NEW $64.31 +30.4%
989 SCCO CALL SOUTHERN COPPER CORP Basic Materials 43,200.0 $6.2M 0.02% NEW $143.47 +21.3%
990 PSX PUT PHILLIPS 66 Energy 48,000.0 $6.2M 0.02% NEW $129.04 +39.0%
991 IREN PUT IREN LIMITED Financial Services 163,000.0 $6.2M 0.02% NEW $37.77 +53.7%
992 FDX CALL FEDEX CORP Industrials 21,300.0 $6.2M 0.02% NEW $288.86 +34.6%
993 CDE PUT COEUR MNG INC Basic Materials 344,500.0 $6.1M 0.02% NEW $17.83 +0.0%
994 RBRK PUT RUBRIK INC. Technology 80,200.0 $6.1M 0.02% NEW $76.48 -12.5%
995 HON PUT HONEYWELL INTL INC Industrials 31,400.0 $6.1M 0.02% NEW $195.09 +14.7%
996 W CALL WAYFAIR INC Consumer Cyclical 61,000.0 $6.1M 0.02% NEW $100.41 -35.5%
997 LI CALL LI AUTO INC Consumer Cyclical 361,600.0 $6.1M 0.02% NEW $16.93 -4.3%
998 TANDEM DIABETES CARE INC 6,000,000.0 $6.1M 0.02% NEW $1.02
999 ALK PUT ALASKA AIR GROUP INC Industrials 121,000.0 $6.1M 0.02% NEW $50.30 -18.3%
1000 HUM PUT HUMANA INC Healthcare 23,700.0 $6.1M 0.02% NEW $256.13 +18.6%
Page 50 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%