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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 26 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 90,286.0 $4.8M 0.02% +84K +1273.0% $52.65 +28.3%
502 BP PUT BP PLC Energy 126,900.0 $4.7M 0.02% +76K +150.3% $36.95 +21.1%
503 KR CALL KROGER CO Consumer Defensive 84,100.0 $4.7M 0.02% +41K +93.3% $55.53 +4.3%
504 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 9,300.0 $4.7M 0.02% +7K +322.7% $501.36 +25.5%
505 STT CALL STATE STR CORP Financial Services 27,400.0 $4.6M 0.02% +4K +18.6% $169.60 +10.3%
506 BRIGHT MINDS BIOSCIENCES INC 66,106.0 $4.6M 0.02% +12K +23.1% $70.20
507 HCA HCA HEALTHCARE INC Healthcare 11,897.0 $4.6M 0.02% +12K +8912.9% $389.89 +10.1%
508 LUV CALL SOUTHWEST AIRLS CO Industrials 90,000.0 $4.6M 0.02% +62K +218.0% $51.42 -21.5%
509 FRO FRONTLINE PLC Energy 132,689.0 $4.6M 0.02% +133K +10000.0% $34.79 +25.5%
510 WDAY PUT WORKDAY INC Technology 37,700.0 $4.6M 0.02% +6K +18.6% $122.42 +63.4%
511 EVH EVOLENT HEALTH INC Healthcare 845,787.0 $4.6M 0.02% +710K +522.1% $5.42 -12.5%
512 RKT PUT ROCKET COS INC Financial Services 290,700.0 $4.6M 0.02% +222K +321.3% $15.75 -11.6%
513 WM PUT WASTE MGMT INC DEL Industrials 20,500.0 $4.6M 0.02% +9K +76.7% $222.88 +0.5%
514 KBH KB HOME Consumer Cyclical 72,648.0 $4.5M 0.02% +5K +7.6% $62.59 -11.5%
515 VTRS PUT VIATRIS INC Healthcare 285,300.0 $4.5M 0.02% +160K +127.7% $15.88 +2.8%
516 NXPI PUT NXP SEMICONDUCTORS N V Technology 16,100.0 $4.5M 0.02% +5K +42.5% $281.03 -19.7%
517 ASTS PUT AST SPACEMOBILE INC Technology 50,400.0 $4.5M 0.02% +22K +74.4% $88.86 -22.7%
518 MOS CALL MOSAIC CO Basic Materials 211,300.0 $4.5M 0.02% +163K +333.9% $21.19 +15.2%
519 ULCC FRONTIER GROUP HLDGS INC Industrials 566,044.0 $4.5M 0.02% +560K +9946.9% $7.91 -24.7%
520 LEN CALL LENNAR CORP Consumer Cyclical 49,200.0 $4.5M 0.02% +30K +153.6% $90.49 -3.8%
Page 26 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%