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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 61 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 QURE PUT UNIQURE NV Healthcare 14,400.0 $663K 0.00% +7K +92.0% $46.06 +5.0%
1202 HOG CALL HARLEY DAVIDSON INC Consumer Cyclical 27,000.0 $660K 0.00% +20K +260.0% $24.46 +15.3%
1203 OFRM ONCE UPON A FARM PBC Consumer Defensive 32,164.0 $659K 0.00% +6K +23.4% $20.48 -15.3%
1204 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 2,900.0 $658K 0.00% +1K +81.2% $226.81 -19.2%
1205 HUBS CALL HUBSPOT INC Technology 3,600.0 $657K 0.00% +2K +157.1% $182.51 +31.5%
1206 SG SWEETGREEN INC Consumer Cyclical 74,464.0 $656K 0.00% +18K +31.2% $8.81 -20.7%
1207 DQ PUT DAQO NEW ENERGY CORP Technology 48,600.0 $651K 0.00% +30K +159.9% $13.39 +1.4%
1208 ASO PUT ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 13,800.0 $650K 0.00% +4K +34.0% $47.13 -2.8%
1209 AEM AGNICO EAGLE MINES LTD Basic Materials 4,188.0 $650K 0.00% +4K +10000.0% $155.13 +39.3%
1210 KBR CALL KBR INC Industrials 18,800.0 $649K 0.00% +19K +9300.0% $34.53 +11.7%
1211 ITRI PUT ITRON INC Technology 7,500.0 $649K 0.00% +4K +134.4% $86.53 +15.6%
1212 CLOV CALL CLOVER HEALTH INVESTMENTS CO Healthcare 123,400.0 $647K 0.00% +115K +1351.8% $5.24 -20.8%
1213 ELF CALL E L F BEAUTY INC Consumer Defensive 8,700.0 $644K 0.00% +4K +89.1% $74.00 +37.8%
1214 CMS CMS ENERGY CORP Utilities 8,414.0 $644K 0.00% +8K +2419.2% $76.50 -10.8%
1215 CALM CAL MAINE FOODS INC Consumer Defensive 7,980.0 $643K 0.00% +4K +97.2% $80.56 +2.8%
1216 OPRA PUT OPERA LTD Communication Services 32,200.0 $639K 0.00% +3K +8.8% $19.83 -4.4%
1217 TLRY PUT TILRAY BRANDS INC Healthcare 142,200.0 $638K 0.00% +86K +153.0% $4.49 +7.8%
1218 HMC PUT HONDA MOTOR CO LTD Consumer Cyclical 23,500.0 $637K 0.00% +1K +4.4% $27.11 +23.1%
1219 PRU PRUDENTIAL FINL INC Financial Services 5,869.0 $633K 0.00% +6K +9521.3% $107.93 +12.2%
1220 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 7,800.0 $633K 0.00% +2K +44.4% $81.16 -10.5%
Page 61 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%