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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 21 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CMPS COMPASS PATHWAYS PLC Healthcare 487,165.0 $6.9M 0.03% +125K +34.5% $14.15 -5.8%
402 MO PUT ALTRIA GROUP INC Consumer Defensive 95,500.0 $6.9M 0.03% +79K +471.9% $71.95 -8.1%
403 MDT PUT MEDTRONIC PLC Healthcare 87,500.0 $6.8M 0.02% +74K +567.9% $78.23 +19.3%
404 EQT PUT EQT CORP Energy 128,700.0 $6.8M 0.02% +95K +284.2% $53.17 +1.0%
405 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 260,033.0 $6.8M 0.02% +210K +415.3% $26.22 -4.3%
406 UMC PUT UNITED MICROELECTRONICS CORP Technology 247,200.0 $6.7M 0.02% +112K +82.4% $27.21 -32.6%
407 VLRS CONTROLADORA VUELA COMP DE A Industrials 715,407.0 $6.7M 0.02% +26K +3.7% $9.37 -26.3%
408 RBLX CALL ROBLOX CORP Technology 123,100.0 $6.7M 0.02% +37K +42.8% $54.38 -29.4%
409 BLK BLACKROCK INC Financial Services 6,941.0 $6.7M 0.02% +7K +2268.9% $961.56 +20.3%
410 BMO CALL BANK MONTREAL MEDIUM Financial Services 37,700.0 $6.7M 0.02% +35K +1470.8% $176.70 -1.3%
411 DEO CALL DIAGEO PLC Consumer Defensive 82,600.0 $6.6M 0.02% +40K +95.3% $80.38 +17.7%
412 MO ALTRIA GROUP INC Consumer Defensive 91,398.0 $6.6M 0.02% +88K +2486.2% $71.95 -8.1%
413 CALL BLOCK INC 86,100.0 $6.5M 0.02% +34K +64.9% $76.00
414 TXT CALL TEXTRON INC Industrials 71,200.0 $6.5M 0.02% +70K +4985.7% $91.73 -9.6%
415 COF CALL CAPITAL ONE FINL CORP Financial Services 32,500.0 $6.5M 0.02% +2K +7.6% $200.62 +8.6%
416 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 205,500.0 $6.5M 0.02% +107K +108.6% $31.61 +10.7%
417 IREN PUT IREN LIMITED Financial Services 142,000.0 $6.5M 0.02% +8K +5.9% $45.73 -8.4%
418 SNY CALL SANOFI SA Healthcare 151,800.0 $6.5M 0.02% +133K +725.0% $42.66 +7.5%
419 DUK PUT DUKE ENERGY CORP NEW Utilities 51,100.0 $6.5M 0.02% +21K +68.1% $126.58 -5.3%
420 PERIMETER SOLUTIONS INC 181,229.0 $6.5M 0.02% +147K +424.9% $35.65
Page 21 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%