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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 46 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 PXED PHOENIX ED PARTNERS INC Consumer Defensive 47,493.0 $1.6M 0.01% +31K +193.9% $32.85 -13.6%
902 CSTM CONSTELLIUM SE Basic Materials 48,496.0 $1.5M 0.01% +28K +140.1% $31.87 -15.2%
903 BCC BOISE CASCADE CO DEL Basic Materials 19,840.0 $1.5M 0.01% +7K +49.7% $77.63 +6.2%
904 BWXT PUT BWX TECHNOLOGIES INC Industrials 7,900.0 $1.5M 0.01% +4K +88.1% $194.65 -19.5%
905 ALNY CALL ALNYLAM PHARMACEUTICALS INC Healthcare 5,100.0 $1.5M 0.01% +2K +41.7% $301.03 -21.5%
906 SHAK PUT SHAKE SHACK INC Consumer Cyclical 27,400.0 $1.5M 0.01% +11K +71.2% $56.02 +35.3%
907 SIMO CALL SILICON MOTION TECHNOLOGY CO Technology 4,600.0 $1.5M 0.01% +1K +39.4% $333.33 -22.5%
908 SVRA SAVARA INC Healthcare 248,720.0 $1.5M 0.01% +54K +27.5% $6.16 -9.3%
909 CHRD CHORD ENERGY CORPORATION Energy 13,372.0 $1.5M 0.01% +3K +26.7% $114.30 +29.4%
910 WHR CALL WHIRLPOOL CORP Consumer Cyclical 38,700.0 $1.5M 0.01% +29K +299.0% $39.42 +2.4%
911 ZION PUT ZIONS BANCORPORATION NATL AS Financial Services 22,000.0 $1.5M 0.01% +21K +1592.3% $69.19 -1.5%
912 CMS CALL CMS ENERGY CORP Utilities 19,800.0 $1.5M 0.01% +800.0 +4.2% $76.50 -10.8%
913 PAR PAR TECHNOLOGY CORP Technology 86,822.0 $1.5M 0.01% +75K +642.9% $17.42 +12.1%
914 AVAV PUT AEROVIRONMENT INC Industrials 9,100.0 $1.5M 0.01% +2K +19.7% $165.07 -2.9%
915 OMF PUT ONEMAIN HLDGS INC Financial Services 24,600.0 $1.5M 0.01% +4K +18.3% $60.97 +3.6%
916 PFG CALL PRINCIPAL FINANCIAL GROUP IN Financial Services 13,900.0 $1.5M 0.01% +12K +561.9% $107.78 +2.8%
917 DXCM CALL DEXCOM INC Healthcare 22,100.0 $1.5M 0.01% +4K +22.8% $67.35 +37.1%
918 ALB CALL ALBEMARLE CORP Basic Materials 11,000.0 $1.5M 0.01% +6K +139.1% $135.03 +6.1%
919 CYTK PUT CYTOKINETICS INC Healthcare 17,400.0 $1.5M 0.01% +7K +70.6% $85.19 -9.8%
920 MGM CALL MGM RESORTS INTERNATIONAL Consumer Cyclical 31,000.0 $1.5M 0.01% +700.0 +2.3% $47.81 -8.5%
Page 46 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%