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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 84 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 TRV TRAVELERS COMPANIES INC Financial Services 121.0 $40K -12.0 -9.0% $330.12 +10.1%
1662 DNOW DNOW INC Energy 3,063.0 $40K -24K -88.9% $12.97 +20.9%
1663 PUT CALUMET INC 1,100.0 $40K -1K -54.2% $36.02
1664 VLRS PUT CONTROLADORA VUELA COMP DE A Industrials 4,200.0 $39K -12K -73.2% $9.37 -26.3%
1665 GMAB GENMAB A/S Healthcare 1,402.0 $39K -18K -92.6% $27.47 +21.8%
1666 LAZ PUT LAZARD INC Financial Services 900.0 $38K -8K -89.9% $41.94 +5.3%
1667 CMC CALL COMMERCIAL METALS CO Basic Materials 600.0 $38K -2K -80.7% $62.75 +5.7%
1668 EW EDWARDS LIFESCIENCES CORP Healthcare 416.0 $38K -2K -78.7% $90.46 -0.7%
1669 MATX MATSON INC Industrials 192.0 $37K -571.0 -74.8% $192.23 +15.9%
1670 GTM PUT ZOOMINFO TECHNOLOGIES INC Technology 12,500.0 $37K -140K -91.8% $2.93 +35.5%
1671 NGG NATIONAL GRID PLC Utilities 440.0 $36K -11K -96.3% $82.87 -3.8%
1672 MHK PUT MOHAWK INDS INC Consumer Cyclical 300.0 $36K -600.0 -66.7% $121.33 +12.3%
1673 VENTURE GLOBAL INC 3,256.0 $36K -375K -99.1% $11.13
1674 PI IMPINJ INC Technology 250.0 $36K -7K -96.7% $143.23 +15.6%
1675 SRE SEMPRA Utilities 379.0 $35K -67K -99.4% $92.71 -10.6%
1676 CNK CALL CINEMARK HLDGS INC Communication Services 1,100.0 $35K -2K -69.4% $31.73 +15.3%
1677 CX PUT CEMEX SA EURO MTN BE 144A Basic Materials 2,800.0 $34K -27K -90.5% $12.00 -7.4%
1678 DOCS PUT DOXIMITY INC Healthcare 1,600.0 $33K -2K -60.0% $20.74 +22.1%
1679 AON CALL AON PLC Financial Services 100.0 $33K -2K -95.0% $331.69 +7.1%
1680 INTA PUT INTAPP INC Technology 1,300.0 $33K -6K -80.9% $25.21 +64.0%
Page 84 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%