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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 1 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 6,616,070.0 $4.53B 13.90% NEW $684.94 +8.4%
2 QQQ PUT INVESCO QQQ TR Financial Services 4,837,500.0 $2.97B 9.12% NEW $614.31 +15.4%
3 AMZN AMAZON COM INC Consumer Cyclical 1,352,898.0 $312.3M 0.96% NEW $230.82 +14.4%
4 SPY PUT SPDR S&P 500 ETF TR Financial Services 448,400.0 $305.8M 0.94% NEW $681.92 +8.4%
5 LQD CALL ISHARES TR 2,006,700.0 $221.1M 0.68% NEW $110.19 -2.1%
6 NVDA NVIDIA CORPORATION Technology 1,161,650.0 $216.6M 0.67% NEW $186.50 +26.4%
7 BSX BOSTON SCIENTIFIC CORP Healthcare 2,041,414.0 $194.6M 0.60% NEW $95.35 -44.8%
8 GLD PUT SPDR GOLD TR Financial Services 489,000.0 $193.8M 0.59% NEW $396.31 +7.8%
9 MSFT MICROSOFT CORP Technology 362,771.0 $175.4M 0.54% NEW $483.62 -15.3%
10 SPY SPDR S&P 500 ETF TR Financial Services 242,524.0 $165.4M 0.51% NEW $681.92 +8.4%
11 META PUT META PLATFORMS INC Communication Services 240,700.0 $158.9M 0.49% NEW $660.09 -6.3%
12 FORD MTR CO 147,699,000.0 $153.8M 0.47% NEW $1.04
13 ISRG INTUITIVE SURGICAL INC Healthcare 224,288.0 $127.0M 0.39% NEW $566.36 -24.4%
14 LQD PUT ISHARES TR 1,063,900.0 $117.2M 0.36% NEW $110.19 -2.1%
15 ALIBABA GROUP HLDG LTD 75,000,000.0 $116.7M 0.36% NEW $1.56
16 BAC BANK AMERICA CORP Financial Services 2,114,486.0 $116.3M 0.36% NEW $55.00 -9.5%
17 META META PLATFORMS INC Communication Services 169,408.0 $111.8M 0.34% NEW $660.09 -6.3%
18 META CALL META PLATFORMS INC Communication Services 164,400.0 $108.5M 0.33% NEW $660.09 -6.3%
19 NVDA PUT NVIDIA CORPORATION Technology 572,500.0 $106.8M 0.33% NEW $186.50 +26.4%
20 MSFT PUT MICROSOFT CORP Technology 215,800.0 $104.4M 0.32% NEW $483.62 -15.3%
Page 1 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%