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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 76 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RILY CALL BRC GROUP HOLDINGS INC Financial Services 13,500.0 $109K -24K -64.3% $8.04 -11.4%
1502 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 200.0 $108K -800.0 -80.0% $541.83 -5.3%
1503 SAIL PUT SAILPOINT INC Technology 7,400.0 $108K -6K -43.1% $14.64 +27.3%
1504 CLBT PUT CELLEBRITE DI LTD Technology 7,400.0 $108K -18K -71.1% $14.60 -24.3%
1505 DIS DISNEY WALT CO Communication Services 1,121.0 $108K -292K -99.6% $96.25 +12.0%
1506 CSIQ CALL CANADIAN SOLAR INC Energy 6,700.0 $107K -18K -72.9% $16.02 -9.2%
1507 CLS CELESTICA INC Technology 294.0 $107K -72K -99.6% $364.80 -18.7%
1508 ERO CALL ERO COPPER CORP Basic Materials 4,000.0 $107K -21K -83.7% $26.75 +47.4%
1509 TMO THERMO FISHER SCIENTIFIC INC Healthcare 212.0 $106K -43K -99.5% $501.36 +25.5%
1510 NVAX PUT NOVAVAX INC Healthcare 11,200.0 $106K -32K -74.1% $9.42 -5.1%
1511 ILMN PUT ILLUMINA INC Healthcare 600.0 $105K -4K -85.4% $175.83 +24.8%
1512 KD PUT KYNDRYL HLDGS INC Technology 9,300.0 $105K -58K -86.2% $11.31 +11.0%
1513 OCUL PUT OCULAR THERAPEUTIX INC Healthcare 10,700.0 $105K -3K -21.9% $9.82 +12.8%
1514 EVLV CALL EVOLV TECHNOLOGIES HLDNGS IN Industrials 18,100.0 $105K -42K -69.8% $5.80 -7.9%
1515 NEE NEXTERA ENERGY INC Utilities 1,192.0 $105K -272K -99.6% $87.77 -4.7%
1516 SBSW SIBANYE STILLWATER LTD Basic Materials 12,104.0 $103K -52K -81.2% $8.49 +48.2%
1517 FLO PUT FLOWERS FOODS INC Consumer Defensive 13,000.0 $103K -2K -13.3% $7.90 -12.0%
1518 WAY PUT WAYSTAR HLDG CORP Technology 5,000.0 $103K -17K -77.2% $20.53 +21.8%
1519 USFD PUT US FOODS HLDG CORP Consumer Defensive 1,000.0 $102K -800.0 -44.4% $102.25 +7.2%
1520 AMG PUT AFFILIATED MANAGERS GROUP Financial Services 300.0 $102K -300.0 -50.0% $338.40 +5.3%
Page 76 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%