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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 44 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 R PUT RYDER SYS INC Industrials 3,000.0 $791K 0.00% -500.0 -14.3% $263.77 -7.1%
862 ASML ASML HLDG NV Technology 396.0 $788K 0.00% -55K -99.3% $1989.44 -12.5%
863 JCI JOHNSON CONTROLS INTERNATION Industrials 5,386.0 $787K 0.00% -148K -96.5% $146.11 -2.1%
864 IVZ PUT INVESCO LTD Financial Services 29,700.0 $784K 0.00% -51K -63.4% $26.39 +23.0%
865 CNP CENTERPOINT ENERGY INC Utilities 17,724.0 $781K 0.00% -9K -33.0% $44.04 -11.2%
866 APPS CALL DIGITAL TURBINE INC Technology 60,400.0 $779K 0.00% -20K -24.7% $12.90 -16.7%
867 CAVA CALL CAVA GROUP INC Consumer Cyclical 9,900.0 $777K 0.00% -20K -66.3% $78.48 -8.3%
868 FLS FLOWSERVE CORP Industrials 10,455.0 $775K 0.00% -84K -88.9% $74.16 +8.5%
869 INBK FIRST INTERNET BANCORP Financial Services 27,854.0 $774K 0.00% -21K -42.8% $27.80 +2.8%
870 SPGI CALL S&P GLOBAL INC Financial Services 1,900.0 $774K 0.00% -4K -69.8% $407.26 +6.9%
871 TDOC TELADOC HEALTH INC Healthcare 91,064.0 $772K 0.00% -32K -25.8% $8.48 -26.9%
872 HII HUNTINGTON INGALLS INDS INC Industrials 2,759.0 $772K 0.00% -18K -86.7% $279.89 +5.3%
873 JBL PUT JABIL INC Technology 2,000.0 $771K 0.00% -600.0 -23.1% $385.48 -20.9%
874 EZPW CALL EZCORP INC Financial Services 22,300.0 $771K 0.00% -35K -61.3% $34.57 +1.4%
875 CARR PUT CARRIER GLOBAL CORPORATION Industrials 10,500.0 $770K 0.00% -7K -40.3% $73.35 -18.2%
876 HLT CALL HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,300.0 $760K 0.00% -900.0 -28.1% $330.46 -0.1%
877 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 4,500.0 $759K 0.00% -2K -25.0% $168.66 -5.3%
878 FIG CALL FIGMA INC Technology 41,900.0 $758K 0.00% -8K -15.7% $18.09 +51.7%
879 CDE PUT COEUR MNG INC Basic Materials 46,400.0 $757K 0.00% -48K -50.9% $16.32 +27.9%
880 INTA INTAPP INC Technology 29,991.0 $756K 0.00% -39K -56.7% $25.21 +62.3%
Page 44 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%