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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 55 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HCC CALL WARRIOR MET COAL INC Energy 5,500.0 $446K 0.00% -900.0 -14.1% $81.16 +31.3%
1082 FSLY CALL FASTLY INC Technology 24,300.0 $446K 0.00% -13K -35.2% $18.36 +24.9%
1083 WAL WESTERN ALLIANCE BANCORP Financial Services 5,397.0 $444K 0.00% -14K -71.8% $82.20 -4.6%
1084 DT PUT DYNATRACE INC Technology 10,100.0 $443K 0.00% -100.0 -1.0% $43.91 +11.7%
1085 CME PUT CME GROUP INC Financial Services 2,000.0 $442K 0.00% -2K -42.9% $220.83 +26.4%
1086 PII POLARIS INC Consumer Cyclical 6,430.0 $440K 0.00% -76K -92.2% $68.44 -6.0%
1087 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 5,400.0 $438K 0.00% -3K -32.5% $81.16 -9.4%
1088 RCAT CALL RED CAT HLDGS INC Technology 41,100.0 $438K 0.00% -46K -52.9% $10.65 -16.2%
1089 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 8,300.0 $437K 0.00% -16K -65.1% $52.65 +23.9%
1090 RIG CALL TRANSOCEAN LTD Energy 89,000.0 $435K 0.00% -31K -25.8% $4.89 +18.0%
1091 DHT CALL DHT HOLDINGS INC Energy 26,300.0 $435K 0.00% -52K -66.5% $16.53 +19.3%
1092 MOH PUT MOLINA HEALTHCARE INC Healthcare 1,900.0 $435K 0.00% -2K -47.2% $228.70 -13.2%
1093 SM SM ENERGY COMPANY Energy 16,638.0 $434K 0.00% -56K -77.0% $26.10 +39.7%
1094 AMBA AMBARELLA INC Technology 5,061.0 $434K 0.00% -206K -97.6% $85.80 -18.4%
1095 XPO XPO INC Industrials 2,110.0 $433K 0.00% -71K -97.1% $205.29 -6.5%
1096 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,200.0 $428K 0.00% -35K -87.2% $82.40 -3.8%
1097 DOW PUT DOW HLDGS INC Basic Materials 15,600.0 $427K 0.00% -14K -46.4% $27.36 +14.9%
1098 MGA PUT MAGNA INTL INC Consumer Cyclical 6,500.0 $427K 0.00% -4K -35.6% $65.66 +3.3%
1099 BZH PUT BEAZER HOMES USA INC Consumer Cyclical 15,200.0 $426K 0.00% -3K -16.5% $28.05 +18.0%
1100 SNAP CALL SNAP INC Communication Services 95,600.0 $424K 0.00% -149K -60.9% $4.44 +24.5%
Page 55 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%