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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 59 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BMBL PUT BUMBLE INC Technology 110,900.0 $355K 0.00% -32K -22.2% $3.20 -13.3%
1162 JNJ JOHNSON & JOHNSON Healthcare 1,394.0 $354K 0.00% -207K -99.3% $253.97 +7.3%
1163 DY CALL DYCOM INDS INC Industrials 700.0 $354K 0.00% -200.0 -22.2% $505.59 -24.2%
1164 AER CALL AERCAP HOLDINGS NV Industrials 2,400.0 $350K 0.00% -1K -29.4% $145.78 +1.2%
1165 SNAP PUT SNAP INC Communication Services 78,700.0 $349K 0.00% -272K -77.5% $4.44 +23.1%
1166 MDLN MEDLINE INC Healthcare 8,848.0 $349K 0.00% -396K -97.8% $39.44 -12.5%
1167 VIRT CALL VIRTU FINL INC Financial Services 5,800.0 $346K 0.00% -1K -19.4% $59.57 +9.7%
1168 NGS NATURAL GAS SVCS GROUP INC Energy 7,998.0 $345K 0.00% -53K -87.0% $43.14 -18.7%
1169 TSN PUT TYSON FOODS INC Consumer Defensive 6,000.0 $344K 0.00% -5K -46.0% $57.25 +1.4%
1170 EXTR EXTREME NETWORKS INC Technology 10,575.0 $342K 0.00% -52K -83.1% $32.37 -30.7%
1171 ACLS PUT AXCELIS TECHNOLOGIES INC Technology 1,800.0 $341K 0.00% -2K -47.1% $189.45 -34.4%
1172 WWD PUT WOODWARD INC Industrials 800.0 $340K 0.00% -3K -78.4% $425.44 -21.6%
1173 SND SMART SAND INC Energy 67,810.0 $340K 0.00% -47K -40.9% $5.01 -6.4%
1174 MBLY CALL MOBILEYE GLOBAL INC Consumer Cyclical 35,000.0 $339K 0.00% -84K -70.7% $9.68 -11.3%
1175 AGI PUT ALAMOS GOLD INC Basic Materials 11,100.0 $337K 0.00% -104K -90.4% $30.34 +25.1%
1176 DOV CALL DOVER CORP Industrials 1,500.0 $336K 0.00% -4K -74.1% $224.28 -9.4%
1177 CFG CALL CITIZENS FINL GROUP INC Financial Services 4,800.0 $336K 0.00% -2K -30.4% $70.07 +0.2%
1178 NYT PUT NEW YORK TIMES CO MTN BE Communication Services 4,800.0 $336K 0.00% -5K -50.0% $69.98 -4.0%
1179 NE PUT NOBLE CORP PLC Energy 9,000.0 $336K 0.00% -600.0 -6.2% $37.30 +22.4%
1180 LQDA CALL LIQUIDIA CORPORATION Healthcare 4,200.0 $335K 0.00% -24K -85.2% $79.73 -11.9%
Page 59 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%