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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 60 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PUT GALAXY DIGITAL INC. 26,200.0 $716K 0.00% +11K +75.8% $27.34
1182 CHRD CALL CHORD ENERGY CORPORATION Energy 6,200.0 $709K 0.00% +2K +59.0% $114.30 +29.4%
1183 AEO CALL AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 41,200.0 $709K 0.00% +4K +10.2% $17.20 -6.0%
1184 SMG SCOTTS MIRACLE-GRO CO Basic Materials 10,401.0 $708K 0.00% +864.0 +9.1% $68.11 -10.4%
1185 AROC CALL ARCHROCK INC Energy 17,300.0 $704K 0.00% +6K +46.6% $40.71 -21.9%
1186 VVV CALL VALVOLINE INC Energy 17,800.0 $704K 0.00% +4K +25.4% $39.54 -14.1%
1187 TNL CALL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,200.0 $703K 0.00% +800.0 +9.5% $76.43 -6.2%
1188 RRR CALL RED ROCK RESORTS INC Consumer Cyclical 10,800.0 $703K 0.00% +8K +332.0% $65.06 -6.1%
1189 ENS CALL ENERSYS Industrials 3,000.0 $701K 0.00% +800.0 +36.4% $233.82 -18.8%
1190 XP PUT XP INC Financial Services 42,700.0 $694K 0.00% +19K +83.3% $16.26 +3.4%
1191 SHW PUT SHERWIN WILLIAMS CO Basic Materials 2,000.0 $689K 0.00% +500.0 +33.3% $344.32 +0.7%
1192 VKTX PUT VIKING THERAPEUTICS INC Healthcare 17,500.0 $683K 0.00% +6K +57.7% $39.01 -13.1%
1193 WIX CALL WIX COM LTD Technology 15,000.0 $681K 0.00% +700.0 +4.9% $45.37 +80.9%
1194 CAR CALL AVIS BUDGET GROUP INC Industrials 4,600.0 $680K 0.00% +4K +2200.0% $147.83 -0.8%
1195 FLNG PUT FLEX LNG LTD Energy 24,200.0 $679K 0.00% +18K +290.3% $28.06 +14.1%
1196 AMTM PUT AMENTUM HOLDINGS INC Industrials 32,700.0 $676K 0.00% +21K +181.9% $20.67 +4.0%
1197 UNM PUT UNUM GROUP Financial Services 7,500.0 $670K 0.00% +4K +87.5% $89.40 -1.8%
1198 ECL CALL ECOLAB INC Basic Materials 2,400.0 $669K 0.00% +2K +166.7% $278.61 +1.1%
1199 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 12,200.0 $665K 0.00% +6K +90.6% $54.54 +9.1%
1200 BCRX CALL BIOCRYST PHARMACEUTICALS INC Healthcare 66,500.0 $665K 0.00% +64K +2791.3% $10.00 -4.5%
Page 60 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%