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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 80 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 CNQ PUT CANADIAN NAT RES LTD Energy 83,900.0 $2.8M 0.01% NEW $33.85 +43.8%
1582 NVT PUT NVENT ELECTRIC PLC Industrials 27,800.0 $2.8M 0.01% NEW $101.97 +60.4%
1583 BEPC BROOKFIELD RENEWABLE CORP Utilities 73,518.0 $2.8M 0.01% NEW $38.34 -1.9%
1584 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 10,100.0 $2.8M 0.01% NEW $278.92 -9.0%
1585 PUT FTAI AVIATION LTD 14,300.0 $2.8M 0.01% NEW $196.85
1586 CALL BROOKFIELD ASSET MANAGMT LTD 53,600.0 $2.8M 0.01% NEW $52.39
1587 GFS PUT GLOBALFOUNDRIES INC Technology 80,400.0 $2.8M 0.01% NEW $34.92 +133.0%
1588 HBM HUDBAY MINERALS INC Basic Materials 141,294.0 $2.8M 0.01% NEW $19.85 +24.6%
1589 HAL HALLIBURTON CO Energy 99,064.0 $2.8M 0.01% NEW $28.26 +48.5%
1590 OCUL OCULAR THERAPEUTIX INC Healthcare 230,509.0 $2.8M 0.01% NEW $12.14 -32.3%
1591 FRPT FRESHPET INC Consumer Defensive 45,844.0 $2.8M 0.01% NEW $60.93 -15.8%
1592 DGX QUEST DIAGNOSTICS INC Healthcare 16,079.0 $2.8M 0.01% NEW $173.53 +11.7%
1593 SM CALL SM ENERGY CO Energy 149,100.0 $2.8M 0.01% NEW $18.70 +86.1%
1594 WRBY WARBY PARKER INC Healthcare 127,849.0 $2.8M 0.01% NEW $21.79 +12.2%
1595 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 64,292.0 $2.8M 0.01% NEW $43.30 +61.8%
1596 SRE CALL SEMPRA Utilities 31,500.0 $2.8M 0.01% NEW $88.29 +3.6%
1597 GPN PUT GLOBAL PMTS INC Industrials 35,800.0 $2.8M 0.01% NEW $77.40 -6.2%
1598 WIX PUT WIX COM LTD Technology 26,600.0 $2.8M 0.01% NEW $103.89 -47.3%
1599 SRPT PUT SAREPTA THERAPEUTICS INC Healthcare 128,200.0 $2.8M 0.01% NEW $21.52 -20.4%
1600 INSM INSMED INC Healthcare 15,820.0 $2.8M 0.01% NEW $174.04 -37.1%
Page 80 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%