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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 77 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 POWI CALL POWER INTEGRATIONS INC Technology 1,200.0 $101K -4K -78.2% $83.76 -34.1%
1522 PI CALL IMPINJ INC Technology 700.0 $100K -300.0 -30.0% $143.23 +15.6%
1523 YPF PUT YPF SOCIEDAD ANONIMA Energy 2,200.0 $100K -17K -88.8% $45.47 +12.6%
1524 SCI SERVICE CORP INTL Consumer Cyclical 1,310.0 $100K -1K -49.5% $75.96 +9.6%
1525 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 1,344.0 $97K -4K -75.6% $72.51 +11.5%
1526 H PUT HYATT HOTELS CORP Consumer Cyclical 500.0 $97K -200.0 -28.6% $193.84 -6.8%
1527 CC CHEMOURS CO Basic Materials 4,628.0 $95K -143K -96.9% $20.52 -22.2%
1528 FOXA PUT FOX CORP Communication Services 1,800.0 $94K -8K -80.8% $52.16 +31.4%
1529 CALL QIAGEN NV 2,400.0 $94K -400.0 -14.3% $39.10
1530 PUT GRAN TIERRA ENERGY INC 14,900.0 $93K -13K -47.0% $6.25
1531 LW LAMB WESTON HLDGS INC Consumer Defensive 2,151.0 $93K -29K -93.1% $43.18 +24.3%
1532 WH CALL WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,100.0 $93K -1K -56.0% $84.21 -11.4%
1533 FIGS CALL FIGS INC Consumer Cyclical 8,900.0 $91K -15K -62.3% $10.23 +43.5%
1534 GENI PUT GENIUS SPORTS LIMITED Communication Services 15,000.0 $91K -15K -50.3% $6.06 +33.0%
1535 OKE ONEOK INC NEW Energy 1,035.0 $90K -2K -70.0% $86.94 +7.3%
1536 PVH PUT PVH CORPORATION Consumer Cyclical 1,200.0 $89K -8K -86.7% $74.26 +5.7%
1537 CWEN PUT CLEARWAY ENERGY INC Utilities 2,600.0 $89K -1K -31.6% $34.18 -4.7%
1538 VMC CALL VULCAN MATLS CO Basic Materials 300.0 $89K -1K -81.2% $295.01 -6.4%
1539 D DOMINION ENERGY INC Utilities 1,294.0 $88K -5K -79.3% $68.29 -2.5%
1540 CARR CARRIER GLOBAL CORPORATION Industrials 1,201.0 $88K -26K -95.6% $73.35 -17.7%
Page 77 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%