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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 83 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CVNA CARVANA CO Consumer Cyclical 6,207.0 $2.6M 0.01% NEW $422.02 -84.7%
1642 RCAT CALL RED CAT HLDGS INC Technology 330,200.0 $2.6M 0.01% NEW $7.93 +12.7%
1643 OGN CALL ORGANON & CO Healthcare 364,500.0 $2.6M 0.01% NEW $7.17 +87.2%
1644 F CALL FORD MTR CO Consumer Cyclical 199,100.0 $2.6M 0.01% NEW $13.12 +4.2%
1645 NVTS CALL NAVITAS SEMICONDUCTOR CORP Technology 365,100.0 $2.6M 0.01% NEW $7.14 +241.5%
1646 LMND PUT LEMONADE INC Financial Services 36,600.0 $2.6M 0.01% NEW $71.18 -19.9%
1647 ENB PUT ENBRIDGE INC Energy 54,400.0 $2.6M 0.01% NEW $47.83 +20.8%
1648 FRPT PUT FRESHPET INC Consumer Defensive 42,700.0 $2.6M 0.01% NEW $60.93 -15.8%
1649 BILI PUT BILIBILI INC Technology 105,800.0 $2.6M 0.01% NEW $24.59 -28.5%
1650 CZR CALL CAESARS ENTERTAINMENT INC NE Consumer Cyclical 111,200.0 $2.6M 0.01% NEW $23.39 +19.3%
1651 HON HONEYWELL INTL INC Industrials 13,317.0 $2.6M 0.01% NEW $195.09 +14.7%
1652 KLARNA GROUP PLC 89,623.0 $2.6M 0.01% NEW $28.91
1653 MTN CALL VAIL RESORTS INC Consumer Cyclical 19,500.0 $2.6M 0.01% NEW $132.80 -4.5%
1654 MKC PUT MCCORMICK & CO INC Consumer Defensive 38,000.0 $2.6M 0.01% NEW $68.11 -31.1%
1655 SMTC SEMTECH CORP Technology 35,100.0 $2.6M 0.01% NEW $73.69 +92.5%
1656 TIC TIC SOLUTIONS INC Industrials 255,823.0 $2.6M 0.01% NEW $10.11 -15.0%
1657 A CALL AGILENT TECHNOLOGIES INC Healthcare 19,000.0 $2.6M 0.01% NEW $136.07 -15.6%
1658 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 92,300.0 $2.6M 0.01% NEW $28.01 +2.7%
1659 OMC CALL OMNICOM GROUP INC Communication Services 32,000.0 $2.6M 0.01% NEW $80.75 -8.6%
1660 MGM PUT MGM RESORTS INTERNATIONAL Consumer Cyclical 70,800.0 $2.6M 0.01% NEW $36.49 +3.2%
Page 83 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%