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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 55 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PPG CALL PPG INDS INC Basic Materials 53,700.0 $5.5M 0.02% NEW $102.46 +1.9%
1082 ILMN PUT ILLUMINA INC Healthcare 41,900.0 $5.5M 0.02% NEW $131.16 +10.4%
1083 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 60,200.0 $5.5M 0.02% NEW $91.21 +1.2%
1084 ETN CALL EATON CORP PLC Industrials 17,200.0 $5.5M 0.02% NEW $318.51 +19.8%
1085 DECK PUT DECKERS OUTDOOR CORP Consumer Cyclical 52,800.0 $5.5M 0.02% NEW $103.67 -1.0%
1086 MASI MASIMO CORP Healthcare 42,049.0 $5.5M 0.02% NEW $130.06 +37.4%
1087 VRT CALL VERTIV HOLDINGS CO Industrials 33,700.0 $5.5M 0.02% NEW $162.01 +94.8%
1088 HSBC CALL HSBC HLDGS PLC Financial Services 69,300.0 $5.5M 0.02% NEW $78.67 +17.0%
1089 CAT CALL CATERPILLAR INC Industrials 9,500.0 $5.4M 0.02% NEW $572.87 +51.2%
1090 ASTS CALL AST SPACEMOBILE INC Technology 74,700.0 $5.4M 0.02% NEW $72.63 +32.5%
1091 CSG SYS INTL INC 4,564,000.0 $5.4M 0.02% NEW $1.19
1092 DAL CALL DELTA AIR LINES INC DEL Industrials 77,900.0 $5.4M 0.02% NEW $69.40 +9.0%
1093 CF CALL CF INDS HLDGS INC Basic Materials 69,800.0 $5.4M 0.02% NEW $77.34 +57.3%
1094 VLO VALERO ENERGY CORP Energy 33,124.0 $5.4M 0.02% NEW $162.79 +55.9%
1095 ASTS AST SPACEMOBILE INC Technology 74,209.0 $5.4M 0.02% NEW $72.63 +32.5%
1096 JCI PUT JOHNSON CTLS INTL PLC Industrials 45,000.0 $5.4M 0.02% NEW $119.75 +13.1%
1097 PUT ETSY INC 97,100.0 $5.4M 0.02% NEW $55.44
1098 PSTG PUT PURE STORAGE INC Technology 80,300.0 $5.4M 0.02% NEW $67.01 +25.1%
1099 OXY CALL OCCIDENTAL PETE CORP Energy 130,800.0 $5.4M 0.02% NEW $41.12 +43.1%
1100 GPRE GREEN PLAINS INC Basic Materials 548,197.0 $5.4M 0.02% NEW $9.80 +53.8%
Page 55 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%