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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 36 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TRGP CALL TARGA RES CORP Energy 9,900.0 $2.7M 0.01% +5K +115.2% $268.14 +11.5%
702 YUM PUT YUM BRANDS INC Consumer Cyclical 16,500.0 $2.6M 0.01% +5K +48.6% $159.86 -4.3%
703 PUT BUNGE GLOBAL SA 24,700.0 $2.6M 0.01% +2K +7.4% $106.73
704 DINO CALL HF SINCLAIR CORP Energy 37,600.0 $2.6M 0.01% +20K +107.7% $69.65 +39.7%
705 FND PUT FLOOR & DECOR HLDGS INC Consumer Cyclical 43,700.0 $2.6M 0.01% +18K +68.7% $59.36 -8.6%
706 GEHC PUT GE HEALTHCARE TECHNOLOGIES I Healthcare 40,400.0 $2.6M 0.01% +23K +137.7% $64.01 +16.9%
707 WHR PUT WHIRLPOOL CORP Consumer Cyclical 65,400.0 $2.6M 0.01% +50K +333.1% $39.42 +2.4%
708 BAX PUT BAXTER INTL INC Healthcare 120,900.0 $2.6M 0.01% +66K +118.2% $21.32 +23.5%
709 NCLH CALL NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 121,300.0 $2.6M 0.01% +43K +54.5% $21.11 -18.3%
710 PLAY DAVE & BUSTERS ENTMT INC Communication Services 223,333.0 $2.5M 0.01% +203K +977.5% $11.40 -10.1%
711 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 85,559.0 $2.5M 0.01% +73K +595.8% $29.75 +17.6%
712 CLX CALL CLOROX CO DEL Consumer Defensive 26,600.0 $2.5M 0.01% +14K +106.2% $95.44 +11.8%
713 A PUT AGILENT TECHNOLOGIES INC Healthcare 19,100.0 $2.5M 0.01% +16K +445.7% $132.83 +19.6%
714 RACE PUT FERRARI N V Consumer Cyclical 6,800.0 $2.5M 0.01% +1K +19.3% $372.29 +17.3%
715 AEP PUT AMERICAN ELEC PWR CO INC Utilities 18,500.0 $2.5M 0.01% +7K +66.7% $136.81 -11.6%
716 STN STANTEC INC Industrials 36,720.0 $2.5M 0.01% +21K +127.6% $68.91 +7.5%
717 HYCROFT MINING HOLDING CORP 107,953.0 $2.5M 0.01% +103K +2063.4% $23.40
718 YETI YETI HLDGS INC Consumer Cyclical 50,844.0 $2.5M 0.01% +48K +1533.3% $49.56 -11.7%
719 NCLH PUT NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 119,200.0 $2.5M 0.01% +33K +38.6% $21.11 -18.3%
720 MSI MOTOROLA SOLUTIONS INC Technology 6,043.0 $2.5M 0.01% +6K +1251.9% $415.29 +15.7%
Page 36 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%