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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 15 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ACN ACCENTURE PLC IRELAND Technology 84,324.0 $10.5M 0.04% +25K +41.0% $124.44 +49.1%
282 BCAX BICARA THERAPEUTICS INC Healthcare 353,226.0 $10.5M 0.04% +245K +227.0% $29.69 -17.4%
283 AM ANTERO MIDSTREAM CORP Energy 459,598.0 $10.5M 0.04% +446K +3202.7% $22.75 -1.8%
284 TGTX TG THERAPEUTICS INC Healthcare 190,302.0 $10.5M 0.04% +188K +9330.2% $54.94 +2.3%
285 WMB WILLIAMS COS INC Energy 139,808.0 $10.4M 0.04% +18K +14.4% $74.34 -4.4%
286 QCOM CALL QUALCOMM INC Technology 56,100.0 $10.4M 0.04% +31K +120.0% $184.79 -13.1%
287 GPRE GREEN PLAINS INC Basic Materials 673,350.0 $10.4M 0.04% +154K +29.7% $15.38 +5.6%
288 KOSMOS ENERGY LTD 13,688,000.0 $10.4M 0.04% +2.1M +18.4% $0.76
289 DOV DOVER CORP Industrials 45,967.0 $10.3M 0.04% +4K +10.0% $224.28 -10.4%
290 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 20,500.0 $10.3M 0.04% +17K +439.5% $501.36 +23.5%
291 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 106,000.0 $10.2M 0.04% +73K +217.4% $95.98 +25.9%
292 ENOVIS CORPORATION 10,500,000.0 $10.1M 0.04% +1.0M +10.5% $0.96
293 NEPTUNE INS HLDGS INC 321,146.0 $10.1M 0.04% +186K +137.2% $31.50
294 CNC CENTENE CORP DEL Healthcare 157,287.0 $10.1M 0.04% +58K +58.6% $64.19 +0.5%
295 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 55,800.0 $10.1M 0.04% +18K +48.4% $180.91 +4.8%
296 DUK CALL DUKE ENERGY CORP NEW Utilities 78,600.0 $9.9M 0.04% +60K +329.5% $126.58 -4.0%
297 CALL TOTALENERGIES SE 126,900.0 $9.9M 0.04% +70K +121.5% $77.76
298 UBER PUT UBER TECHNOLOGIES INC Technology 135,900.0 $9.8M 0.04% +75K +123.2% $72.16 +9.5%
299 BBY PUT BEST BUY INC Consumer Cyclical 129,100.0 $9.8M 0.04% +113K +687.2% $75.88 +15.4%
300 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 393,921.0 $9.8M 0.04% +383K +3548.8% $24.83 -13.6%
Page 15 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%