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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 16 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BP CALL BP PLC Energy 262,400.0 $9.7M 0.04% +68K +35.0% $36.95 +21.1%
302 VLO CALL VALERO ENERGY CORP Energy 37,200.0 $9.7M 0.04% +10K +35.3% $260.44 +34.0%
303 TEM CALL TEMPUS AI INC Healthcare 166,500.0 $9.6M 0.03% +91K +121.1% $57.93 +25.5%
304 ISRG PUT INTUITIVE SURGICAL INC Healthcare 24,200.0 $9.6M 0.03% +11K +89.1% $397.68 -4.7%
305 MEOH METHANEX CORP Basic Materials 208,174.0 $9.6M 0.03% +205K +5841.0% $46.15 +30.2%
306 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 737,674.0 $9.6M 0.03% +72K +10.8% $13.02 +6.8%
307 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 34,100.0 $9.6M 0.03% +18K +107.9% $281.21 -16.2%
308 T CALL AT&T INC Communication Services 463,000.0 $9.6M 0.03% +144K +45.0% $20.70 +22.2%
309 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 83,800.0 $9.6M 0.03% +10K +13.1% $114.18 +6.0%
310 CSCO PUT CISCO SYS INC Technology 81,400.0 $9.6M 0.03% +36K +78.1% $117.46 -5.5%
311 TT TRANE TECHNOLOGIES PLC Industrials 19,205.0 $9.4M 0.03% +7K +54.3% $491.16 -7.7%
312 WBD WARNER BROS DISCOVERY INC Communication Services 353,412.0 $9.4M 0.03% +104K +41.6% $26.66 +7.1%
313 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 80,600.0 $9.4M 0.03% +16K +25.4% $116.67 +54.2%
314 DHR PUT DANAHER CORP DEL Healthcare 49,200.0 $9.4M 0.03% +38K +347.3% $190.48 +14.9%
315 PTRN PATTERN GROUP INC Technology 370,676.0 $9.3M 0.03% +322K +656.8% $25.19 -17.1%
316 VZ PUT VERIZON COMMUNICATIONS INC Communication Services 220,100.0 $9.3M 0.03% +36K +19.3% $42.34 +16.8%
317 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 365,800.0 $9.2M 0.03% +229K +168.2% $25.26 +3.6%
318 PYPL PUT PAYPAL HLDGS INC Financial Services 213,200.0 $9.2M 0.03% +29K +15.6% $43.18 +42.5%
319 VSH VISHAY INTERTECHNOLOGY INC Technology 170,327.0 $9.2M 0.03% +41K +31.5% $53.78 -41.2%
320 CHD CHURCH & DWIGHT CO INC Consumer Defensive 93,673.0 $9.1M 0.03% +88K +1677.8% $96.88 +2.0%
Page 16 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%