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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 57 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 INOD CALL INNODATA INC Technology 5,300.0 $401K 0.00% -17K -76.4% $75.58 -24.0%
1122 VNET VNET GROUP INC Technology 49,684.0 $399K 0.00% -49K -49.9% $8.04 -19.6%
1123 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 29,454.0 $399K 0.00% -45K -60.6% $13.55 +3.8%
1124 AAP PUT ADVANCE AUTO PARTS INC Consumer Cyclical 6,400.0 $398K 0.00% -9K -59.0% $62.22 -30.8%
1125 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 4,400.0 $396K 0.00% -3K -42.1% $90.01 +24.3%
1126 TYL TYLER TECHNOLOGIES INC Technology 1,350.0 $395K 0.00% -4K -74.8% $292.46 +22.3%
1127 OTIS PUT OTIS WORLDWIDE CORP Industrials 5,500.0 $394K 0.00% -2K -29.5% $71.60 +0.3%
1128 HII CALL HUNTINGTON INGALLS INDS INC Industrials 1,400.0 $392K 0.00% -1K -50.0% $279.89 +5.1%
1129 TECHNIPFMC PLC 5,898.0 $391K 0.00% -101K -94.5% $66.30
1130 CDW CDW CORP Technology 2,780.0 $391K 0.00% -65K -95.9% $140.64 -6.0%
1131 AES PUT AES CORP Utilities 26,600.0 $390K 0.00% -43K -61.7% $14.66 +0.6%
1132 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7,300.0 $389K 0.00% -11K -60.5% $53.30 +8.6%
1133 BCO BRINKS CO Industrials 4,082.0 $386K 0.00% -26K -86.6% $94.49 +18.0%
1134 AES AES CORP Utilities 26,220.0 $384K 0.00% -352.0 -1.3% $14.66 +0.6%
1135 PRAA PRA GROUP INC Financial Services 20,207.0 $384K 0.00% -22K -51.6% $18.99 +6.3%
1136 OPRA CALL OPERA LTD Communication Services 19,300.0 $383K 0.00% -20K -50.6% $19.83 -5.1%
1137 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 10,400.0 $382K 0.00% -13K -55.9% $36.77 -34.9%
1138 UUUU PUT ENERGY FUELS INC Energy 26,300.0 $381K 0.00% -72K -73.2% $14.50 +2.4%
1139 RARE PUT ULTRAGENYX PHARMACEUTICAL IN Healthcare 11,400.0 $381K 0.00% -2K -11.6% $33.39 -22.8%
1140 AER PUT AERCAP HOLDINGS NV Industrials 2,600.0 $379K 0.00% -5K -65.3% $145.78 +1.6%
Page 57 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%