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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 25 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RDDT REDDIT INC Communication Services 29,668.0 $5.1M 0.02% +6K +24.0% $173.58 -11.7%
482 RGTI CALL RIGETTI COMPUTING INC Technology 266,400.0 $5.1M 0.02% +141K +112.1% $19.32 -7.3%
483 FE CALL FIRSTENERGY CORP Utilities 108,000.0 $5.1M 0.02% +22K +25.0% $47.54 -3.3%
484 APP CALL APPLOVIN CORP Technology 9,900.0 $5.1M 0.02% +900.0 +10.0% $515.23 -40.7%
485 OSK OSHKOSH CORP Industrials 33,193.0 $5.1M 0.02% +33K +10000.0% $153.48 +2.4%
486 AFRM PUT AFFIRM HLDGS INC Technology 62,300.0 $5.1M 0.02% +5K +9.1% $81.55 -5.5%
487 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 290,200.0 $5.0M 0.02% +163K +128.7% $17.35 -2.2%
488 RKT CALL ROCKET COS INC Financial Services 317,300.0 $5.0M 0.02% +185K +139.8% $15.75 -11.6%
489 DAL CALL DELTA AIR LINES INC Industrials 53,200.0 $5.0M 0.02% +12K +29.4% $93.66 -12.0%
490 OMC CALL OMNICOM GROUP INC Communication Services 68,400.0 $5.0M 0.02% +33K +94.3% $72.83 +20.2%
491 YUM CALL YUM BRANDS INC Consumer Cyclical 31,100.0 $5.0M 0.02% +19K +165.8% $159.86 -4.3%
492 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 54,200.0 $4.9M 0.02% +28K +107.7% $91.20 -16.6%
493 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 41,600.0 $4.9M 0.02% +23K +127.3% $118.21 -6.6%
494 NTNX NUTANIX INC Technology 96,317.0 $4.9M 0.02% +14K +17.1% $50.96 +32.7%
495 BLK CALL BLACKROCK INC Financial Services 5,100.0 $4.9M 0.02% +900.0 +21.4% $961.56 +20.3%
496 DOW CALL DOW HLDGS INC Basic Materials 179,000.0 $4.9M 0.02% +145K +424.9% $27.36 +18.2%
497 DOW DOW HLDGS INC Basic Materials 177,332.0 $4.9M 0.02% +84K +90.7% $27.36 +18.2%
498 CVE CALL CENOVUS ENERGY INC Energy 195,500.0 $4.9M 0.02% +176K +882.4% $24.81 +32.7%
499 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 15,100.0 $4.8M 0.02% +6K +60.6% $317.53 -8.0%
500 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 100,246.0 $4.8M 0.02% +90K +865.1% $47.81 -8.5%
Page 25 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%