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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 63 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 RRC CALL RANGE RES CORP Energy 15,700.0 $584K 0.00% +7K +78.4% $37.19 +10.4%
1242 TRMB PUT TRIMBLE INC Technology 11,400.0 $583K 0.00% +5K +81.0% $51.18 +17.7%
1243 AAOI APPLIED OPTOELECTRONICS INC Technology 3,929.0 $582K 0.00% +3K +786.9% $148.16 -15.8%
1244 KMI KINDER MORGAN INC DEL Energy 18,094.0 $578K 0.00% +18K +4098.1% $31.97 -3.1%
1245 QLYS CALL QUALYS INC Technology 4,200.0 $577K 0.00% +2K +68.0% $137.49 +32.4%
1246 BYD PUT BOYD GAMING CORP Consumer Cyclical 6,500.0 $574K 0.00% +4K +116.7% $88.33 -8.5%
1247 UCTT CALL ULTRA CLEAN HLDGS INC Technology 4,000.0 $570K 0.00% +500.0 +14.3% $142.59 -46.4%
1248 PD CALL PAGERDUTY INC Technology 58,700.0 $566K 0.00% +53K +929.8% $9.65 +27.7%
1249 CVNA CARVANA CO Consumer Cyclical 8,597.0 $566K 0.00% +9K +10000.0% $65.82 +6.2%
1250 AYI PUT ACUITY INC Industrials 1,500.0 $565K 0.00% +700.0 +87.5% $376.66 -8.9%
1251 GLOB PUT GLOBANT S A Technology 19,500.0 $564K 0.00% +8K +65.2% $28.94 +36.9%
1252 ALGM PUT ALLEGRO MICROSYSTEMS INC Technology 8,100.0 $564K 0.00% +5K +153.1% $69.62 -46.6%
1253 THO PUT THOR INDS INC Consumer Cyclical 7,500.0 $564K 0.00% +7K +2400.0% $75.16 +5.8%
1254 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 9,316.0 $561K 0.00% +6K +223.8% $60.22 +19.9%
1255 PUT FLAGSTAR BANK NATIONAL ASSOC 37,500.0 $560K 0.00% +300.0 +0.8% $14.94
1256 BDX PUT BECTON DICKINSON & CO Healthcare 3,700.0 $560K 0.00% +1K +48.0% $151.33 +26.9%
1257 GXO CALL GXO LOGISTICS INCORPORATED Industrials 11,000.0 $558K 0.00% +8K +233.3% $50.70 -9.8%
1258 DOCU CALL DOCUSIGN INC Technology 12,500.0 $555K 0.00% +4K +56.2% $44.42 +39.6%
1259 SERV CALL SERVE ROBOTICS INC Industrials 84,100.0 $553K 0.00% +49K +142.4% $6.58 -24.3%
1260 MAS CALL MASCO CORP Industrials 6,800.0 $553K 0.00% +400.0 +6.2% $81.37 -9.9%
Page 63 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%