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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 53 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SN SHARKNINJA INC Consumer Cyclical 3,307.0 $504K 0.00% -3K -46.9% $152.27 +20.2%
1042 BCE CALL BCE INC Communication Services 23,300.0 $501K 0.00% -28K -54.1% $21.51 +10.9%
1043 SSRM CALL SSR MINING IN Basic Materials 17,700.0 $501K 0.00% -32K -64.5% $28.28 +36.5%
1044 MTZ PUT MASTEC INC Industrials 1,200.0 $499K 0.00% -2K -64.7% $416.06 -38.6%
1045 CMI CALL CUMMINS INC Industrials 700.0 $499K 0.00% -5K -87.9% $713.21 -19.9%
1046 XPEV XPENG INC Consumer Cyclical 37,633.0 $498K 0.00% -2K -4.8% $13.24 -15.8%
1047 SG CALL SWEETGREEN INC Consumer Cyclical 56,400.0 $497K 0.00% -84K -60.0% $8.81 -20.4%
1048 BKR PUT BAKER HUGHES COMPANY Energy 8,900.0 $494K 0.00% -9K -49.7% $55.50 +11.7%
1049 SAP PUT SAP SE Technology 3,200.0 $493K 0.00% -22K -87.5% $154.11 +41.9%
1050 FIVN CALL FIVE9 INC Technology 23,100.0 $492K 0.00% -6K -22.0% $21.32 +53.7%
1051 CSGP PUT COSTAR GROUP INC Real Estate 17,300.0 $490K 0.00% -63K -78.4% $28.32 +16.0%
1052 WSM CALL WILLIAMS SONOMA INC Consumer Cyclical 2,100.0 $490K 0.00% -7K -75.9% $233.10 +2.0%
1053 SMR CALL NUSCALE PWR CORP Utilities 48,700.0 $488K 0.00% -27K -35.7% $10.03 -9.8%
1054 FIVN PUT FIVE9 INC Technology 22,900.0 $488K 0.00% -33K -59.2% $21.32 +53.7%
1055 INCY PUT INCYTE CORP Healthcare 4,300.0 $487K 0.00% -11K -71.5% $113.36 +12.9%
1056 PRGO PUT PERRIGO CO PLC Healthcare 46,700.0 $485K 0.00% -600.0 -1.3% $10.39 +37.3%
1057 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,528.0 $485K 0.00% -4K -72.1% $317.53 -7.7%
1058 PRMB CALL PRIMO BRANDS CORPORATION Consumer Defensive 19,800.0 $484K 0.00% -126K -86.4% $24.44 -5.8%
1059 DLTR PUT DOLLAR TREE INC Consumer Defensive 4,000.0 $484K 0.00% -5K -54.0% $120.95 +13.1%
1060 TPL PUT TEXAS PACIFIC LAND CORPORATI Energy 1,100.0 $481K 0.00% -4K -78.4% $437.64 -14.7%
Page 53 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%