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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 63 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MCD CALL MCDONALDS CORP Consumer Cyclical 14,400.0 $4.4M 0.01% NEW $305.63 -7.0%
1242 CAI CARIS LIFE SCIENCES INC Healthcare 162,915.0 $4.4M 0.01% NEW $26.98 -40.9%
1243 DASH CALL DOORDASH INC Communication Services 19,400.0 $4.4M 0.01% NEW $226.48 -29.7%
1244 ADSK CALL AUTODESK INC Technology 14,800.0 $4.4M 0.01% NEW $296.01 -18.9%
1245 CME CALL CME GROUP INC Financial Services 16,000.0 $4.4M 0.01% NEW $273.08 +5.9%
1246 ALC PUT ALCON AG Healthcare 55,400.0 $4.4M 0.01% NEW $78.81 -13.8%
1247 DHI PUT D R HORTON INC Consumer Cyclical 30,300.0 $4.4M 0.01% NEW $144.03 +0.1%
1248 IREN CALL IREN LIMITED Financial Services 115,400.0 $4.4M 0.01% NEW $37.77 +53.7%
1249 CAH CALL CARDINAL HEALTH INC Healthcare 21,200.0 $4.4M 0.01% NEW $205.50 -2.4%
1250 OPEN PUT OPENDOOR TECHNOLOGIES INC Real Estate 742,500.0 $4.3M 0.01% NEW $5.83 -21.6%
1251 D PUT DOMINION ENERGY INC Utilities 73,800.0 $4.3M 0.01% NEW $58.59 +16.6%
1252 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 13,800.0 $4.3M 0.01% NEW $312.58 +14.7%
1253 CM PUT CANADIAN IMPERIAL BANK OF CO Financial Services 47,400.0 $4.3M 0.01% NEW $90.61 +26.8%
1254 AVAV AEROVIRONMENT INC Industrials 17,733.0 $4.3M 0.01% NEW $241.89 -32.6%
1255 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 177,800.0 $4.3M 0.01% NEW $24.12 +1.0%
1256 LPTH LIGHTPATH TECHNOLOGIES INC Technology 396,938.0 $4.3M 0.01% NEW $10.80 +32.2%
1257 JD CALL JD.COM INC Consumer Cyclical 149,200.0 $4.3M 0.01% NEW $28.70 +9.7%
1258 TEAM CALL ATLASSIAN CORPORATION Technology 26,400.0 $4.3M 0.01% NEW $162.14 -46.8%
1259 RMBS CALL RAMBUS INC DEL Technology 46,500.0 $4.3M 0.01% NEW $91.89 +45.3%
1260 RIOT CALL RIOT PLATFORMS INC Financial Services 336,900.0 $4.3M 0.01% NEW $12.67 +86.8%
Page 63 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%