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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 86 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 OPCH CALL OPTION CARE HEALTH INC Healthcare 78,500.0 $2.5M 0.01% NEW $31.86 -32.5%
1702 PINS CALL PINTEREST INC Communication Services 96,500.0 $2.5M 0.01% NEW $25.89 -27.3%
1703 NTAP CALL NETAPP INC Technology 23,300.0 $2.5M 0.01% NEW $107.09 +15.7%
1704 QFIN QFIN HOLDINGS INC Financial Services 129,394.0 $2.5M 0.01% NEW $19.27 -34.8%
1705 VISN CALL COMMSCOPE HLDG CO INC Technology 137,400.0 $2.5M 0.01% NEW $18.13 -35.9%
1706 EXPD EXPEDITORS INTL WASH INC Industrials 16,690.0 $2.5M 0.01% NEW $149.01 +5.5%
1707 CAG CONAGRA BRANDS INC Consumer Defensive 143,454.0 $2.5M 0.01% NEW $17.31 -22.7%
1708 NVST ENVISTA HOLDINGS CORPORATION Healthcare 114,373.0 $2.5M 0.01% NEW $21.71 +8.8%
1709 IP INTERNATIONAL PAPER CO Consumer Cyclical 62,984.0 $2.5M 0.01% NEW $39.39 -20.0%
1710 ACI ALBERTSONS COS INC Consumer Defensive 144,073.0 $2.5M 0.01% NEW $17.17 -5.2%
1711 LIN CALL LINDE PLC Basic Materials 5,800.0 $2.5M 0.01% NEW $426.39 +20.7%
1712 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 66,191.0 $2.5M 0.01% NEW $37.36 -10.4%
1713 PSTG CALL PURE STORAGE INC Technology 36,900.0 $2.5M 0.01% NEW $67.01 +25.1%
1714 MKC CALL MCCORMICK & CO INC Consumer Defensive 36,300.0 $2.5M 0.01% NEW $68.11 -31.1%
1715 VISN PUT COMMSCOPE HLDG CO INC Technology 136,300.0 $2.5M 0.01% NEW $18.13 -35.9%
1716 DOCS CALL DOXIMITY INC Healthcare 55,800.0 $2.5M 0.01% NEW $44.28 -56.2%
1717 OSCR OSCAR HEALTH INC Healthcare 171,652.0 $2.5M 0.01% NEW $14.37 +54.1%
1718 MCK CALL MCKESSON CORP Healthcare 3,000.0 $2.5M 0.01% NEW $820.29 -6.6%
1719 COHR CALL COHERENT CORP Technology 13,300.0 $2.5M 0.01% NEW $184.57 +104.8%
1720 WHR CALL WHIRLPOOL CORP Consumer Cyclical 34,000.0 $2.5M 0.01% NEW $72.14 -42.5%
Page 86 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%