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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 45 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 NOG PUT NORTHERN OIL & GAS INC Energy 91,900.0 $1.7M 0.01% +62K +203.3% $18.15 +50.6%
882 HUBS PUT HUBSPOT INC Technology 9,100.0 $1.7M 0.01% +7K +435.3% $182.51 +31.5%
883 BNTX CALL BIONTECH SE Healthcare 17,800.0 $1.7M 0.01% +17K +4350.0% $93.05 +25.3%
884 AR PUT ANTERO RESOURCES CORP Energy 46,800.0 $1.6M 0.01% +7K +16.7% $35.14 +8.0%
885 OMC PUT OMNICOM GROUP INC Communication Services 22,500.0 $1.6M 0.01% +14K +177.8% $72.83 +20.2%
886 BK BANK OF NY MELLON CORP Financial Services 11,325.0 $1.6M 0.01% +9K +367.0% $144.61 -1.9%
887 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,303.0 $1.6M 0.01% +34K +5960.6% $47.74 -10.3%
888 AA CALL ALCOA CORP Basic Materials 31,400.0 $1.6M 0.01% +9K +38.9% $52.14 -0.6%
889 EQNR EQUINOR ASA Energy 52,080.0 $1.6M 0.01% +29K +127.8% $31.40 +36.5%
890 DINO PUT HF SINCLAIR CORP Energy 23,400.0 $1.6M 0.01% +12K +98.3% $69.65 +39.7%
891 PATH PUT UIPATH INC Technology 147,800.0 $1.6M 0.01% +47K +47.1% $10.87 +50.8%
892 VVV PUT VALVOLINE INC Energy 40,600.0 $1.6M 0.01% +14K +52.1% $39.54 -14.1%
893 BETTER HOME & FINANCE HOLDIN 58,335.0 $1.6M 0.01% +51K +692.7% $27.50
894 POET CALL POET TECHNOLOGIES INC Technology 155,500.0 $1.6M 0.01% +1K +0.7% $10.28 -19.7%
895 SMR NUSCALE PWR CORP Utilities 159,306.0 $1.6M 0.01% +101K +173.5% $10.03 -6.3%
896 ARES ARES MANAGEMENT CORPORATION Financial Services 14,333.0 $1.6M 0.01% +6K +75.9% $111.31 +26.9%
897 WAL PUT WESTERN ALLIANCE BANCORP Financial Services 19,300.0 $1.6M 0.01% +17K +642.3% $82.20 -3.1%
898 RNG PUT RINGCENTRAL INC Technology 40,200.0 $1.6M 0.01% +17K +74.8% $38.98 +71.9%
899 KRYS CALL KRYSTAL BIOTECH INC Healthcare 4,200.0 $1.6M 0.01% +4K +600.0% $371.67 -6.8%
900 WING PUT WINGSTOP INC Consumer Cyclical 9,000.0 $1.6M 0.01% +4K +76.5% $173.41 -33.4%
Page 45 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%