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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 17 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LII LENNOX INTL INC Industrials 15,814.0 $9.1M 0.03% +15K +2513.9% $572.95 -29.7%
322 BUNGE GLOBAL SA 84,858.0 $9.1M 0.03% +46K +116.5% $106.73
323 NUE NUCOR CORP Basic Materials 40,621.0 $9.0M 0.03% +2K +4.5% $222.75 +9.4%
324 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 18,800.0 $9.0M 0.03% +500.0 +2.7% $477.57 -12.3%
325 ADI CALL ANALOG DEVICES INC Technology 22,500.0 $8.9M 0.03% +5K +25.7% $397.17 -6.1%
326 HAL HALLIBURTON CO Energy 259,503.0 $8.8M 0.03% +257K +8802.3% $33.95 +4.1%
327 STM PUT STMICROELECTRONICS N V Technology 117,500.0 $8.8M 0.03% +49K +72.3% $74.89 -32.5%
328 ROST CALL ROSS STORES INC Consumer Cyclical 41,200.0 $8.8M 0.03% +36K +663.0% $212.85 +12.3%
329 HTFL HEARTFLOW INC Healthcare 298,568.0 $8.8M 0.03% +279K +1434.0% $29.34 +69.6%
330 AVGO BROADCOM INC Technology 23,136.0 $8.7M 0.03% +350.0 +1.5% $377.75 -2.5%
331 CALL NEBIUS GROUP N.V. 31,500.0 $8.7M 0.03% +17K +123.4% $276.17
332 BIOA BIOAGE LABS INC Healthcare 354,395.0 $8.7M 0.03% +203K +133.7% $24.51 -61.3%
333 NTSK NETSKOPE INC Technology 793,654.0 $8.7M 0.03% +632K +390.7% $10.94 +32.6%
334 CORT CORCEPT THERAPEUTICS INC Healthcare 99,847.0 $8.7M 0.03% +99K +9884.7% $86.95 +40.6%
335 ENTERGY CORP NEW 75,309.0 $8.6M 0.03% +5K +7.3% $114.86
336 LLY CALL ELI LILLY & CO Healthcare 7,200.0 $8.6M 0.03% +200.0 +2.9% $1199.43 +4.6%
337 ZTS PUT ZOETIS INC Healthcare 118,200.0 $8.5M 0.03% +71K +152.0% $71.86 +8.2%
338 BLK PUT BLACKROCK INC Financial Services 8,800.0 $8.5M 0.03% +5K +131.6% $961.56 +20.3%
339 LIN CALL LINDE PLC Basic Materials 16,200.0 $8.4M 0.03% +8K +90.6% $518.94 -6.0%
340 SONY SONY GROUP CORP Technology 418,018.0 $8.4M 0.03% +66K +18.7% $20.06 +19.2%
Page 17 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%