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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 73 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 SA PUT SEABRIDGE GOLD INC Basic Materials 116,300.0 $3.4M 0.01% NEW $29.59 +3.6%
1442 KOSMOS ENERGY LTD 8,000,000.0 $3.4M 0.01% NEW $0.43
1443 NTR CALL NUTRIEN LTD Basic Materials 55,700.0 $3.4M 0.01% NEW $61.72 +13.8%
1444 FLEX CALL FLEX LTD Technology 56,800.0 $3.4M 0.01% NEW $60.42 +116.9%
1445 CNQ CALL CANADIAN NAT RES LTD Energy 100,800.0 $3.4M 0.01% NEW $33.85 +43.8%
1446 CPNG PUT COUPANG INC Consumer Cyclical 144,300.0 $3.4M 0.01% NEW $23.59 -33.3%
1447 MOH PUT MOLINA HEALTHCARE INC Healthcare 19,600.0 $3.4M 0.01% NEW $173.54 +4.4%
1448 Z PUT ZILLOW GROUP INC Communication Services 49,800.0 $3.4M 0.01% NEW $68.22 -46.5%
1449 HYG CALL ISHARES TR 42,000.0 $3.4M 0.01% NEW $80.63 -0.9%
1450 LCID CALL LUCID GROUP INC Consumer Cyclical 320,100.0 $3.4M 0.01% NEW $10.57 -44.7%
1451 LIBERTY GLOBAL LTD 303,714.0 $3.4M 0.01% NEW $11.14
1452 NEWAMSTERDAM PHARMA COMPANY 96,261.0 $3.4M 0.01% NEW $35.08
1453 NEPTUNE INS HLDGS INC 115,364.0 $3.4M 0.01% NEW $29.16
1454 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 196,523.0 $3.4M 0.01% NEW $17.11 -4.6%
1455 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 322,300.0 $3.4M 0.01% NEW $10.42 -26.4%
1456 DKNG PUT DRAFTKINGS INC NEW Consumer Cyclical 97,100.0 $3.3M 0.01% NEW $34.46 -26.3%
1457 RY PUT ROYAL BK CDA Financial Services 19,600.0 $3.3M 0.01% NEW $170.49 +9.8%
1458 TOL PUT TOLL BROTHERS INC Consumer Cyclical 24,700.0 $3.3M 0.01% NEW $135.22 +0.8%
1459 GOSS GOSSAMER BIO INC Healthcare 1,077,032.0 $3.3M 0.01% NEW $3.10 -93.5%
1460 DGX PUT QUEST DIAGNOSTICS INC Healthcare 19,200.0 $3.3M 0.01% NEW $173.53 +11.7%
Page 73 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%