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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 74 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 MNDY PUT MONDAY COM LTD Technology 3,800.0 $275K 0.00% +3K +245.4% $72.39 +25.3%
1462 ACMR ACM RESH INC Technology 2,167.0 $275K 0.00% +1K +148.8% $126.89 -39.2%
1463 WVE CALL WAVE LIFE SCIENCES LTD Healthcare 47,300.0 $275K 0.00% +19K +68.3% $5.81 -10.5%
1464 EVRG PUT EVERGY INC Utilities 3,100.0 $268K 0.00% +200.0 +6.9% $86.43 -3.1%
1465 HPQ HP INC Technology 12,200.0 $268K 0.00% +12K +10000.0% $21.94 +37.0%
1466 CNXC PUT CONCENTRIX CORP Technology 11,900.0 $267K 0.00% +2K +25.3% $22.41 +13.6%
1467 EH CALL EHANG HLDGS LTD Industrials 40,500.0 $265K 0.00% +27K +209.2% $6.55 -16.0%
1468 WAT CALL WATERS CORP Healthcare 700.0 $263K 0.00% +300.0 +75.0% $375.04 +9.4%
1469 FLNC PUT FLUENCE ENERGY INC Utilities 13,200.0 $262K 0.00% +10K +288.2% $19.88 -44.1%
1470 BIRKENSTOCK HOLDING PLC 6,058.0 $261K 0.00% +5K +513.8% $43.03
1471 NAT PUT NORDIC AMERICAN TANKERS LIMI Industrials 47,000.0 $260K 0.00% +20K +72.8% $5.54 +26.6%
1472 ATO PUT ATMOS ENERGY CORP Utilities 1,500.0 $258K 0.00% +400.0 +36.4% $172.27 -0.3%
1473 OKTA OKTA INC Technology 1,887.0 $257K 0.00% +25.0 +1.3% $136.45 -1.6%
1474 MRCY CALL MERCURY SYS INC Industrials 2,100.0 $257K 0.00% +900.0 +75.0% $122.33 -23.4%
1475 AWR PUT AMER STATES WTR CO Utilities 3,100.0 $256K 0.00% +3K +1450.0% $82.63 +8.7%
1476 FORM PUT FORMFACTOR INC Technology 1,600.0 $256K 0.00% +900.0 +128.6% $159.93 -28.1%
1477 IMVT IMMUNOVANT INC Healthcare 6,633.0 $256K 0.00% +4K +142.9% $38.53 +14.2%
1478 AVTR PUT AVANTOR INC Healthcare 25,800.0 $255K 0.00% +4K +15.7% $9.90 +44.8%
1479 VSAT VIASAT INC Technology 2,836.0 $255K 0.00% +3K +4626.7% $89.81 -16.4%
1480 SKM PUT SK TELECOM CO LTD Communication Services 7,900.0 $254K 0.00% +6K +338.9% $32.16 +18.4%
Page 74 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%