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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 64 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 INCY INCYTE CORP Healthcare 4,877.0 $553K 0.00% +621.0 +14.6% $113.36 +12.7%
1262 CBOE CBOE GLOBAL MKTS INC Financial Services 2,276.0 $552K 0.00% +1K +152.6% $242.67 +23.9%
1263 YELP PUT YELP INC Communication Services 22,500.0 $552K 0.00% +8K +56.2% $24.52 -4.3%
1264 FLUTTER ENTMT PLC 5,349.0 $547K 0.00% +2K +67.5% $102.17
1265 FROG PUT JFROG LTD Technology 6,000.0 $545K 0.00% +5K +757.1% $90.88 +1.4%
1266 PPC CALL PILGRIMS PRIDE CORP Consumer Defensive 19,300.0 $543K 0.00% +18K +1830.0% $28.11 +14.7%
1267 PUT FTAI AVIATION LTD 2,000.0 $541K 0.00% +500.0 +33.3% $270.53
1268 CCEP PUT COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,400.0 $540K 0.00% +5K +980.0% $100.07 +7.9%
1269 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 8,900.0 $540K 0.00% +500.0 +6.0% $60.67 +27.0%
1270 PENG PUT PENGUIN SOLUTIONS INC Technology 7,100.0 $540K 0.00% +6K +491.7% $76.01 -30.8%
1271 PUT SMURFIT WESTROCK PLC 11,600.0 $537K 0.00% +2K +20.8% $46.26
1272 PRGO CALL PERRIGO CO PLC Healthcare 51,600.0 $536K 0.00% +27K +109.8% $10.39 +37.2%
1273 TRP TC ENERGY CORP Energy 8,007.0 $531K 0.00% +4K +95.8% $66.29 -6.4%
1274 INOD PUT INNODATA INC Technology 7,000.0 $529K 0.00% +2K +32.1% $75.58 -15.0%
1275 DOCU PUT DOCUSIGN INC Technology 11,900.0 $529K 0.00% +6K +112.5% $44.42 +39.6%
1276 CGNX COGNEX CORP Technology 7,233.0 $524K 0.00% +7K +10000.0% $72.42 -16.4%
1277 ACM PUT AECOM Industrials 7,500.0 $524K 0.00% +4K +141.9% $69.80 -7.2%
1278 LKQ CALL LKQ CORP Consumer Cyclical 19,700.0 $519K 0.00% +7K +60.2% $26.33 -2.1%
1279 PAYC PUT PAYCOM SOFTWARE INC Technology 4,100.0 $515K 0.00% +1K +46.4% $125.68 +82.3%
1280 DRS LEONARDO DRS INC Industrials 12,005.0 $512K 0.00% +6K +87.2% $42.67 -4.6%
Page 64 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%