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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 14 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PWR QUANTA SVCS INC Industrials 15,791.0 $11.4M 0.04% +2K +13.4% $720.04 -11.2%
262 HRI HERC HLDGS INC Industrials 79,318.0 $11.4M 0.04% +75K +1700.2% $143.34 +12.9%
263 NOW PUT SERVICENOW INC Technology 113,400.0 $11.3M 0.04% +33K +41.2% $99.28 +29.4%
264 FRPT FRESHPET INC Consumer Defensive 190,171.0 $11.2M 0.04% +129K +211.8% $59.12 +25.1%
265 PG CALL PROCTER & GAMBLE CO Consumer Defensive 76,500.0 $11.2M 0.04% +15K +23.6% $146.64 -1.3%
266 GWRE GUIDEWIRE SOFTWARE INC Technology 91,142.0 $11.2M 0.04% +81K +781.4% $123.05 +53.8%
267 WAB WABTEC Industrials 41,523.0 $11.2M 0.04% +40K +2297.4% $269.60 +10.4%
268 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 334,854.0 $11.2M 0.04% +215K +179.7% $33.39 -22.6%
269 TYRA TYRA BIOSCIENCES INC Healthcare 347,898.0 $11.1M 0.04% +329K +1758.9% $31.94 -18.4%
270 FOUR SHIFT4 PMTS INC Technology 227,005.0 $11.0M 0.04% +227K +10000.0% $48.64 -1.5%
271 STRL STERLING INFRASTRUCTURE INC Industrials 13,025.0 $10.9M 0.04% +8K +155.3% $839.36 -38.4%
272 EOG EOG RES INC Energy 84,115.0 $10.9M 0.04% +84K +10000.0% $129.73 +18.0%
273 CMCSA CALL COMCAST CORP NEW Communication Services 439,200.0 $10.8M 0.04% +269K +157.4% $24.55 +9.4%
274 DHR CALL DANAHER CORP DEL Healthcare 56,600.0 $10.8M 0.04% +31K +117.7% $190.48 +14.9%
275 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 811,527.0 $10.8M 0.04% +291K +56.0% $13.28 -18.1%
276 SAIA SAIA INC Industrials 25,480.0 $10.7M 0.04% +24K +1368.6% $421.16 -14.0%
277 AMGN PUT AMGEN INC Healthcare 29,300.0 $10.6M 0.04% +12K +66.5% $362.12 +21.3%
278 CIFR CIPHER DIGITAL INC Financial Services 431,178.0 $10.6M 0.04% +381K +761.1% $24.50 -35.7%
279 MRK PUT MERCK & CO INC Healthcare 82,000.0 $10.5M 0.04% +6K +7.5% $128.50 +18.7%
280 RALLIANT CORP 142,904.0 $10.5M 0.04% +34K +31.4% $73.63
Page 14 of 84  ·  1,676 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%