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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 18 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ASTS CALL AST SPACEMOBILE INC Technology 94,200.0 $8.4M 0.03% +45K +90.3% $88.86 -22.7%
342 SNAP INC 10,200,000.0 $8.3M 0.03% +689K +7.2% $0.82
343 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 86,825.0 $8.3M 0.03% +551.0 +0.6% $95.98 +24.3%
344 PLXS PLEXUS CORP Technology 27,592.0 $8.3M 0.03% +17K +156.9% $300.67 -20.1%
345 FHN FIRST HORIZON CORPORATION Financial Services 319,541.0 $8.2M 0.03% +300K +1530.4% $25.64 -3.9%
346 AKAM AKAMAI TECHNOLOGIES INC Technology 68,990.0 $8.2M 0.03% +32K +87.1% $118.21 -6.6%
347 CALL BUNGE GLOBAL SA 76,200.0 $8.1M 0.03% +45K +143.4% $106.73
348 ECL ECOLAB INC Basic Materials 29,099.0 $8.1M 0.03% +1K +4.7% $278.61 +1.1%
349 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 239,000.0 $8.1M 0.03% +90K +60.9% $33.88 +10.2%
350 HAL CALL HALLIBURTON CO Energy 238,400.0 $8.1M 0.03% +113K +90.0% $33.95 +4.1%
351 MARA MARA HOLDINGS INC Financial Services 580,935.0 $8.1M 0.03% +25K +4.6% $13.89 -18.9%
352 SNOW PUT SNOWFLAKE INC Technology 31,600.0 $8.0M 0.03% +2K +7.1% $254.50 +30.8%
353 BAC PUT BANK OF AMER CORP Financial Services 140,300.0 $8.0M 0.03% +14K +10.7% $56.98 +8.3%
354 TEAM ATLASSIAN CORPORATION Technology 102,690.0 $8.0M 0.03% +94K +1072.5% $77.79 +120.9%
355 MDLZ MONDELEZ INTL INC Consumer Defensive 137,797.0 $8.0M 0.03% +5K +3.9% $57.84 +11.4%
356 TKO TKO GROUP HOLDINGS INC Communication Services 39,588.0 $8.0M 0.03% +25K +168.9% $201.31 -4.1%
357 ADBE CALL ADOBE INC Technology 38,700.0 $7.9M 0.03% +4K +9.9% $205.02 +34.3%
358 FDX PUT FEDEX CORP Industrials 25,100.0 $7.9M 0.03% +11K +80.6% $313.13 +3.8%
359 NKE PUT NIKE INC Consumer Cyclical 190,200.0 $7.8M 0.03% +5K +2.6% $41.05 -0.7%
360 GEV PUT GE VERNOVA INC Utilities 6,600.0 $7.8M 0.03% +200.0 +3.1% $1174.86 -18.6%
Page 18 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%