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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 59 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 120,900.0 $4.9M 0.01% NEW $40.73 +17.4%
1162 VST CALL VISTRA CORP Utilities 30,500.0 $4.9M 0.01% NEW $161.33 -10.7%
1163 SNY CALL SANOFI SA Healthcare 101,500.0 $4.9M 0.01% NEW $48.46 -7.8%
1164 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 10,085.0 $4.9M 0.01% NEW $487.25 +15.7%
1165 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 168,604.0 $4.9M 0.01% NEW $29.04 -27.7%
1166 PCOR PROCORE TECHNOLOGIES INC Technology 67,254.0 $4.9M 0.01% NEW $72.74 -36.2%
1167 BHP BHP GROUP LTD Basic Materials 80,941.0 $4.9M 0.01% NEW $60.37 +40.7%
1168 ARGX PUT ARGENX SE Healthcare 5,800.0 $4.9M 0.01% NEW $840.95 -2.9%
1169 CART CALL MAPLEBEAR INC Consumer Cyclical 108,300.0 $4.9M 0.01% NEW $44.98 -10.9%
1170 BAX CALL BAXTER INTL INC Healthcare 254,900.0 $4.9M 0.01% NEW $19.11 -0.4%
1171 RGTI RIGETTI COMPUTING INC Technology 219,804.0 $4.9M 0.01% NEW $22.15 -23.8%
1172 KLAC CALL KLA CORP Technology 4,000.0 $4.9M 0.01% NEW $1215.08 +51.6%
1173 IONQ CALL IONQ INC Technology 108,300.0 $4.9M 0.01% NEW $44.87 +31.2%
1174 HP HELMERICH & PAYNE INC Energy 169,351.0 $4.9M 0.01% NEW $28.68 +38.1%
1175 MARA CALL MARA HOLDINGS INC Financial Services 540,300.0 $4.9M 0.01% NEW $8.98 +50.9%
1176 ENPH CALL ENPHASE ENERGY INC Energy 151,100.0 $4.8M 0.01% NEW $32.05 +94.5%
1177 XLF SELECT SECTOR SPDR TR 88,415.0 $4.8M 0.01% NEW $54.77 -5.6%
1178 VEON LTD 92,084.0 $4.8M 0.01% NEW $52.57
1179 ICHR ICHOR HOLDINGS Technology 262,478.0 $4.8M 0.01% NEW $18.43 +254.4%
1180 DUOL PUT DUOLINGO INC Technology 27,500.0 $4.8M 0.01% NEW $175.50 -39.8%
Page 59 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%