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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 70 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VIRT PUT VIRTU FINL INC Financial Services 6,300.0 $375K 0.00% +4K +133.3% $59.57 +2.7%
1382 PCOR CALL PROCORE TECHNOLOGIES INC Technology 9,200.0 $374K 0.00% +800.0 +9.5% $40.62 +55.8%
1383 TDW CALL TIDEWATER INC NEW Energy 5,600.0 $373K 0.00% +1K +24.4% $66.63 +44.8%
1384 ROP PUT ROPER TECHNOLOGIES INC Industrials 1,100.0 $372K 0.00% +400.0 +57.1% $338.39 +21.3%
1385 KRYS PUT KRYSTAL BIOTECH INC Healthcare 1,000.0 $372K 0.00% +100.0 +11.1% $371.67 -9.3%
1386 ENVX PUT ENOVIX CORPORATION Industrials 61,000.0 $370K 0.00% +40K +194.7% $6.07 -46.1%
1387 BZH CALL BEAZER HOMES USA INC Consumer Cyclical 13,200.0 $370K 0.00% +200.0 +1.5% $28.05 +18.1%
1388 LWLG LIGHTWAVE LOGIC INC Basic Materials 38,935.0 $368K 0.00% +28K +265.4% $9.46 -35.5%
1389 MOH CALL MOLINA HEALTHCARE INC Healthcare 1,600.0 $366K 0.00% +2K +1500.0% $228.70 -13.9%
1390 FOSL FOSSIL GROUP INC Consumer Cyclical 88,196.0 $365K 0.00% +5K +5.6% $4.14 +34.8%
1391 RDNT PUT RADNET INC Healthcare 5,900.0 $364K 0.00% +6K +2850.0% $61.67 +24.9%
1392 ABCL CALL ABCELLERA BIOLOGICS INC Healthcare 46,300.0 $363K 0.00% +3K +7.2% $7.85 +47.4%
1393 BBAI PUT BIGBEAR AI HLDGS INC Technology 98,900.0 $363K 0.00% +99K +10000.0% $3.67 -16.3%
1394 AON AON PLC Financial Services 1,087.0 $361K 0.00% +901.0 +484.4% $331.69 +6.1%
1395 MAT CALL MATTEL INC Consumer Cyclical 25,900.0 $359K 0.00% +22K +502.3% $13.88 +6.1%
1396 LEA LEAR CORP Consumer Cyclical 2,670.0 $358K 0.00% +2K +1276.3% $134.06 -6.4%
1397 RRR PUT RED ROCK RESORTS INC Consumer Cyclical 5,500.0 $358K 0.00% +3K +103.7% $65.06 -6.1%
1398 DQ DAQO NEW ENERGY CORP Technology 26,691.0 $357K 0.00% +16K +150.5% $13.39 +11.9%
1399 GRMN PUT GARMIN LTD Technology 1,500.0 $356K 0.00% +1K +1400.0% $237.54 +23.4%
1400 CLOV PUT CLOVER HEALTH INVESTMENTS CO Healthcare 67,800.0 $355K 0.00% +68K +10000.0% $5.24 -21.8%
Page 70 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%