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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 19 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PUT FORTINET INC 50,200.0 $7.7M 0.03% +2K +5.0% $153.62
362 UPS PUT UNITED PARCEL SVCS INC Industrials 71,100.0 $7.6M 0.03% +9K +14.5% $107.50 -5.1%
363 AZN PUT ASTRAZENECA PLC Healthcare 40,300.0 $7.6M 0.03% +6K +16.8% $189.62 -12.5%
364 F PUT FORD MTR CO Consumer Cyclical 549,500.0 $7.6M 0.03% +423K +334.0% $13.90 +3.7%
365 WULF PUT TERAWULF INC Financial Services 308,200.0 $7.6M 0.03% +184K +149.2% $24.70 -36.7%
366 CSX PUT CSX CORP Industrials 159,800.0 $7.6M 0.03% +130K +430.9% $47.53 +8.5%
367 PAYX CALL PAYCHEX INC Industrials 77,000.0 $7.6M 0.03% +59K +323.1% $98.33 +26.6%
368 HPQ CALL HP INC Technology 342,800.0 $7.5M 0.03% +97K +39.4% $21.94 +35.4%
369 NTR CALL NUTRIEN LTD Basic Materials 119,300.0 $7.5M 0.03% +54K +81.3% $62.95 +19.6%
370 CVNA CALL CARVANA CO Consumer Cyclical 113,300.0 $7.5M 0.03% +103K +968.9% $65.82 +6.2%
371 IOT CALL SAMSARA INC Technology 228,400.0 $7.4M 0.03% +151K +195.1% $32.43 +23.2%
372 SOFI SOFI TECHNOLOGIES INC Financial Services 411,566.0 $7.4M 0.03% +154K +59.7% $17.93 +5.5%
373 HD PUT HOME DEPOT INC Consumer Cyclical 20,900.0 $7.4M 0.03% +15K +231.8% $352.68 -4.8%
374 MCHP MICROCHIP TECHNOLOGY INC. Technology 80,700.0 $7.4M 0.03% +39K +94.0% $91.20 -16.6%
375 ADBE PUT ADOBE INC Technology 35,800.0 $7.3M 0.03% +2K +7.2% $205.02 +34.3%
376 IONQ CALL IONQ INC Technology 137,600.0 $7.3M 0.03% +45K +48.4% $53.26 -15.8%
377 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 137,128.0 $7.3M 0.03% +125K +1075.2% $53.30 +8.2%
378 COLB COLUMBIA BKG SYS INC Financial Services 227,955.0 $7.3M 0.03% +208K +1015.7% $32.05 -3.9%
379 KRE SPDR SERIES TRUST 97,164.0 $7.3M 0.03% +8K +8.9% $74.85 +0.0%
380 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,568,959.0 $7.2M 0.03% +1.6M +10000.0% $4.62 -23.6%
Page 19 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%