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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 50 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AI PUT C3 AI INC Technology 141,600.0 $1.3M 0.01% +76K +115.2% $9.09 +13.3%
982 GLNG CALL GOLAR LNG LTD Energy 25,800.0 $1.3M 0.01% +11K +70.9% $49.84 +4.3%
983 FHN CALL FIRST HORIZON CORPORATION Financial Services 50,100.0 $1.3M 0.01% +48K +1904.0% $25.64 -3.9%
984 LNC CALL LINCOLN NATL CORP IND Financial Services 36,300.0 $1.3M 0.01% +15K +70.4% $35.35 +19.2%
985 SU SUNCOR ENERGY INC NEW Energy 23,884.0 $1.3M 0.01% +8K +51.6% $53.68 +27.5%
986 EL CALL LAUDER ESTEE COS INC Consumer Defensive 16,200.0 $1.3M 0.01% +13K +440.0% $78.95 +29.1%
987 FOUR CALL SHIFT4 PMTS INC Technology 26,200.0 $1.3M 0.01% +17K +194.4% $48.64 -1.5%
988 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 168,200.0 $1.3M 0.01% +66K +64.6% $7.56 -20.9%
989 ALRM ALARM COM HLDGS INC Technology 26,895.0 $1.3M 0.00% +17K +162.0% $46.72 +23.1%
990 WHR WHIRLPOOL CORP Consumer Cyclical 31,804.0 $1.3M 0.00% +28K +699.7% $39.42 +2.4%
991 TGTX CALL TG THERAPEUTICS INC Healthcare 22,700.0 $1.2M 0.00% +8K +58.7% $54.94 -1.2%
992 SMR PUT NUSCALE PWR CORP Utilities 124,200.0 $1.2M 0.00% +49K +65.6% $10.03 -6.3%
993 KLAC CALL KLA CORP Technology 4,100.0 $1.2M 0.00% +3K +241.7% $301.71 -39.0%
994 GAP CALL GAP INC Consumer Cyclical 65,800.0 $1.2M 0.00% +45K +222.6% $18.68 +6.0%
995 SYNA CALL SYNAPTICS INC Technology 9,800.0 $1.2M 0.00% +6K +172.2% $124.23 -21.4%
996 QS CALL QUANTUMSCAPE CORP Consumer Cyclical 161,000.0 $1.2M 0.00% +67K +71.1% $7.56 -20.9%
997 GMAB CALL GENMAB A/S Healthcare 44,300.0 $1.2M 0.00% +15K +52.8% $27.47 +21.8%
998 DECK CALL DECKERS OUTDOOR CORP Consumer Cyclical 12,200.0 $1.2M 0.00% +5K +62.7% $99.29 -7.7%
999 OSCR CALL OSCAR HEALTH INC Healthcare 42,300.0 $1.2M 0.00% +11K +35.6% $28.52 +12.3%
1000 OPEN CALL OPENDOOR TECHNOLOGIES INC Real Estate 258,800.0 $1.2M 0.00% +204K +372.3% $4.62 -23.6%
Page 50 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%