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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 62 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 NOG CALL NORTHERN OIL & GAS INC Energy 210,800.0 $4.5M 0.01% NEW $21.47 +10.0%
1222 HMC HONDA MOTOR LTD Consumer Cyclical 152,899.0 $4.5M 0.01% NEW $29.48 -10.9%
1223 NRG CALL NRG ENERGY INC Utilities 28,100.0 $4.5M 0.01% NEW $159.24 -14.0%
1224 CSGP CALL COSTAR GROUP INC Real Estate 66,500.0 $4.5M 0.01% NEW $67.24 -49.5%
1225 SUPER MICRO COMPUTER INC 5,000,000.0 $4.5M 0.01% NEW $0.89
1226 JANX JANUX THERAPEUTICS INC Healthcare 323,017.0 $4.5M 0.01% NEW $13.80 +4.4%
1227 DRI CALL DARDEN RESTAURANTS INC Consumer Cyclical 24,200.0 $4.5M 0.01% NEW $184.02 +7.1%
1228 UI UBIQUITI INC Technology 8,041.0 $4.4M 0.01% NEW $553.35 +8.3%
1229 NCLH PUT NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 199,300.0 $4.4M 0.01% NEW $22.32 -26.2%
1230 DOW CALL DOW INC Basic Materials 190,200.0 $4.4M 0.01% NEW $23.38 +53.6%
1231 PINS PINTEREST INC Communication Services 171,734.0 $4.4M 0.01% NEW $25.89 -27.3%
1232 EQT CALL EQT CORP Energy 82,800.0 $4.4M 0.01% NEW $53.60 +7.7%
1233 EIX CALL EDISON INTL Utilities 73,800.0 $4.4M 0.01% NEW $60.02 +17.2%
1234 NIO INC 5,000,000.0 $4.4M 0.01% NEW $0.89
1235 Z CALL ZILLOW GROUP INC Communication Services 64,800.0 $4.4M 0.01% NEW $68.22 -46.5%
1236 AEO PUT AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 167,600.0 $4.4M 0.01% NEW $26.37 -37.2%
1237 WULF PUT TERAWULF INC Financial Services 384,400.0 $4.4M 0.01% NEW $11.49 +88.3%
1238 TBLA TABOOLA.COM LTD Communication Services 957,436.0 $4.4M 0.01% NEW $4.61 +6.9%
1239 VRT VERTIV HOLDINGS CO Industrials 27,235.0 $4.4M 0.01% NEW $162.01 +94.8%
1240 FLR FLUOR CORP NEW Industrials 111,118.0 $4.4M 0.01% NEW $39.63 +12.5%
Page 62 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%