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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 7 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFLX NETFLIX INC. Communication Services 376,133.0 $26.9M 0.10% +340K +952.3% $71.40 +12.4%
122 NEXTERA ENERGY INC 500,000.0 $26.8M 0.10% +100K +25.0% $53.63
123 STT STATE STR CORP Financial Services 157,551.0 $26.7M 0.10% +139K +747.4% $169.60 +9.6%
124 WMG WARNER MUSIC GROUP CORP Communication Services 984,308.0 $26.6M 0.10% +869K +755.6% $27.07 +0.5%
125 NVS PUT NOVARTIS AG Healthcare 169,600.0 $26.6M 0.10% +13K +8.4% $156.72 +2.3%
126 SNOW SNOWFLAKE INC Technology 104,304.0 $26.5M 0.10% +71K +214.3% $254.50 +27.7%
127 RTX RTX CORPORATION Industrials 139,645.0 $26.5M 0.10% +11K +8.3% $189.73 +16.1%
128 NEXTERA ENERGY INC 550,000.0 $26.3M 0.09% +50K +10.0% $47.87
129 MRVL PUT MARVELL TECHNOLOGY INC Technology 87,400.0 $26.0M 0.09% +15K +20.4% $297.89 -20.3%
130 PFE CALL PFIZER INC Healthcare 1,081,000.0 $26.0M 0.09% +722K +201.0% $24.08 +17.3%
131 MRK CALL MERCK & CO INC Healthcare 202,500.0 $26.0M 0.09% +98K +93.4% $128.50 +18.5%
132 DAR DARLING INGREDIENTS INC Consumer Defensive 470,525.0 $25.7M 0.09% +394K +511.6% $54.62 +22.6%
133 NVS CALL NOVARTIS AG Healthcare 163,000.0 $25.5M 0.09% +18K +12.6% $156.72 +2.3%
134 V CALL VISA INC Financial Services 74,400.0 $25.5M 0.09% +32K +75.1% $343.09 +6.5%
135 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 265,900.0 $25.5M 0.09% +17K +6.9% $95.98 +34.4%
136 JAMES HARDIE INDS PLC 974,128.0 $25.5M 0.09% +786K +416.6% $26.18
137 WULF TERAWULF INC Financial Services 1,016,625.0 $25.1M 0.09% +480K +89.6% $24.70 -37.2%
138 TSEM TOWER SEMICONDUCTOR LTD Technology 96,275.0 $25.1M 0.09% +52K +118.8% $260.64 -13.1%
139 TGT CALL TARGET CORP Consumer Defensive 192,100.0 $25.1M 0.09% +116K +150.8% $130.61 +21.8%
140 INTC PUT INTEL CORP Technology 178,900.0 $25.0M 0.09% +46K +34.9% $139.63 -33.5%
Page 7 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%