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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 65 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 MNDY PUT MONDAY COM LTD Technology 28,200.0 $4.2M 0.01% NEW $147.56 -48.3%
1282 BURL CALL BURLINGTON STORES INC Consumer Cyclical 14,400.0 $4.2M 0.01% NEW $288.85 +9.4%
1283 TTMI PUT TTM TECHNOLOGIES INC Technology 60,200.0 $4.2M 0.01% NEW $69.00 +145.4%
1284 L LOEWS CORP Financial Services 39,402.0 $4.1M 0.01% NEW $105.31 +3.7%
1285 SJM CALL SMUCKER J M CO Consumer Defensive 42,400.0 $4.1M 0.01% NEW $97.81 +2.7%
1286 DOCU CALL DOCUSIGN INC Technology 60,600.0 $4.1M 0.01% NEW $68.40 -28.4%
1287 DAVE INC 18,690.0 $4.1M 0.01% NEW $221.41
1288 CTAS PUT CINTAS CORP Industrials 22,000.0 $4.1M 0.01% NEW $188.07 -8.4%
1289 BHF CALL BRIGHTHOUSE FINL INC Financial Services 63,800.0 $4.1M 0.01% NEW $64.79 -3.2%
1290 AR PUT ANTERO RESOURCES CORP Energy 119,900.0 $4.1M 0.01% NEW $34.46 +7.5%
1291 HIMS CALL HIMS & HERS HEALTH INC Healthcare 127,200.0 $4.1M 0.01% NEW $32.47 -26.1%
1292 FITB PUT FIFTH THIRD BANCORP Financial Services 88,100.0 $4.1M 0.01% NEW $46.81 +5.0%
1293 HAL PUT HALLIBURTON CO Energy 145,600.0 $4.1M 0.01% NEW $28.26 +48.5%
1294 R RYDER SYS INC Industrials 21,497.0 $4.1M 0.01% NEW $191.39 +22.7%
1295 VST PUT VISTRA CORP Utilities 25,500.0 $4.1M 0.01% NEW $161.33 -10.7%
1296 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 64,500.0 $4.1M 0.01% NEW $63.72 +43.0%
1297 CROX PUT CROCS INC Consumer Cyclical 48,000.0 $4.1M 0.01% NEW $85.52 +27.4%
1298 WBD WARNER BROS DISCOVERY INC Communication Services 142,431.0 $4.1M 0.01% NEW $28.82 -4.9%
1299 MNDY MONDAY COM LTD Technology 27,808.0 $4.1M 0.01% NEW $147.56 -48.3%
1300 XLV SELECT SECTOR SPDR TR 26,493.0 $4.1M 0.01% NEW $154.80 -4.3%
Page 65 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%