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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 29 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TEVA PUT TEVA PHARMACEUTICAL INDS LTD Healthcare 114,200.0 $3.9M 0.01% +55K +91.6% $33.88 +10.2%
562 DVA PUT DAVITA INC Healthcare 17,300.0 $3.8M 0.01% +700.0 +4.2% $222.48 -21.9%
563 KHC PUT KRAFT HEINZ CO Consumer Defensive 162,800.0 $3.8M 0.01% +45K +38.2% $23.62 +8.3%
564 CTAS CALL CINTAS CORP Industrials 22,600.0 $3.8M 0.01% +17K +326.4% $170.08 +19.8%
565 SMCI CALL SUPER MICRO COMPUTER INC Technology 130,800.0 $3.8M 0.01% +29K +28.2% $29.33 +27.0%
566 CMG CALL CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 112,400.0 $3.8M 0.01% +76K +205.4% $34.00 +8.5%
567 MAZE MAZE THERAPEUTICS INC Healthcare 128,006.0 $3.8M 0.01% +100K +358.1% $29.84 -1.4%
568 USB PUT US BANCORP Financial Services 63,200.0 $3.8M 0.01% +33K +112.1% $60.40 +2.7%
569 PLTR PALANTIR TECHNOLOGIES INC Technology 32,651.0 $3.8M 0.01% +27K +479.9% $116.67 +54.2%
570 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 65,900.0 $3.8M 0.01% +12K +22.5% $57.62 +16.3%
571 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 45,055.0 $3.8M 0.01% +35K +342.8% $84.21 -11.4%
572 NEWAMSTERDAM PHARMA COMPANY 111,819.0 $3.8M 0.01% +53K +91.4% $33.89
573 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 61,300.0 $3.8M 0.01% +23K +59.2% $61.76 -9.0%
574 FIX PUT COMFORT SYS USA INC Industrials 1,900.0 $3.8M 0.01% +1K +280.0% $1981.95 -16.5%
575 KMI CALL KINDER MORGAN INC DEL Energy 117,600.0 $3.8M 0.01% +84K +252.1% $31.97 -3.1%
576 NI NISOURCE INC Utilities 78,657.0 $3.7M 0.01% +79K +10000.0% $47.55 -14.6%
577 LYFT PUT LYFT INC Technology 255,200.0 $3.7M 0.01% +90K +54.6% $14.61 +19.6%
578 PBR PUT PETROLEO BRASILEIRO S A Energy 230,700.0 $3.7M 0.01% +161K +231.5% $16.16 +18.5%
579 PUT BLOCK INC 49,000.0 $3.7M 0.01% +18K +55.6% $76.00
580 LNT ALLIANT ENERGY CORP Utilities 48,692.0 $3.7M 0.01% +49K +10000.0% $76.29 -11.0%
Page 29 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%