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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 61 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 PL PLANET LABS PBC Industrials 236,180.0 $4.7M 0.01% NEW $19.72 +116.3%
1202 FIG FIGMA INC Technology 124,346.0 $4.6M 0.01% NEW $37.37 -42.2%
1203 YUM CALL YUM BRANDS INC Consumer Cyclical 30,700.0 $4.6M 0.01% NEW $151.28 +0.9%
1204 OKTA CALL OKTA INC Technology 53,600.0 $4.6M 0.01% NEW $86.47 +3.4%
1205 NEXA NEXA RES S A Basic Materials 522,981.0 $4.6M 0.01% NEW $8.85 +60.3%
1206 RL RALPH LAUREN CORP Consumer Cyclical 13,047.0 $4.6M 0.01% NEW $353.61 -6.9%
1207 GFI PUT GOLD FIELDS LTD Basic Materials 105,600.0 $4.6M 0.01% NEW $43.66 -8.2%
1208 DEO CALL DIAGEO PLC Consumer Defensive 53,400.0 $4.6M 0.01% NEW $86.27 -0.3%
1209 CSX CALL CSX CORP Industrials 127,000.0 $4.6M 0.01% NEW $36.25 +26.6%
1210 FIVE FIVE BELOW INC Consumer Cyclical 24,437.0 $4.6M 0.01% NEW $188.36 +16.7%
1211 EMBJ CALL EMBRAER S.A. Industrials 71,500.0 $4.6M 0.01% NEW $64.37 -12.2%
1212 CI CALL THE CIGNA GROUP Healthcare 16,700.0 $4.6M 0.01% NEW $275.23 +2.5%
1213 AFL PUT AFLAC INC Financial Services 41,600.0 $4.6M 0.01% NEW $110.27 +6.8%
1214 NXT CALL NEXTPOWER INC Technology 52,600.0 $4.6M 0.01% NEW $87.11 +38.9%
1215 OC CALL OWENS CORNING NEW Industrials 40,900.0 $4.6M 0.01% NEW $111.91 +3.7%
1216 INTU CALL INTUIT Technology 6,900.0 $4.6M 0.01% NEW $662.42 -53.6%
1217 UBS CALL UBS GROUP AG Financial Services 98,500.0 $4.6M 0.01% NEW $46.31 +2.1%
1218 DVN PUT DEVON ENERGY CORP NEW Energy 124,100.0 $4.5M 0.01% NEW $36.63 +28.6%
1219 GD CALL GENERAL DYNAMICS CORP Industrials 13,500.0 $4.5M 0.01% NEW $336.66 +0.6%
1220 CNC CALL CENTENE CORP DEL Healthcare 110,200.0 $4.5M 0.01% NEW $41.15 +40.4%
Page 61 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%