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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 75 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 3,200.0 $254K 0.00% +2K +113.3% $79.29 -25.2%
1482 ANGI CALL ANGI INC Communication Services 42,600.0 $253K 0.00% +16K +60.8% $5.95 -22.6%
1483 SIG CALL SIGNET JEWELERS LIMITED Consumer Cyclical 2,900.0 $250K 0.00% +600.0 +26.1% $86.20 -7.1%
1484 OXY OCCIDENTAL PETE CORP Energy 5,099.0 $248K 0.00% +4K +469.1% $48.57 +26.8%
1485 FRO PUT FRONTLINE PLC Energy 7,100.0 $247K 0.00% +2K +54.4% $34.79 +26.6%
1486 DUK DUKE ENERGY CORP NEW Utilities 1,947.0 $246K 0.00% +804.0 +70.3% $126.58 -2.6%
1487 TMDX PUT TRANSMEDICS GROUP INC Healthcare 3,700.0 $246K 0.00% +2K +184.6% $66.42 +40.1%
1488 ALRM CALL ALARM COM HLDGS INC Technology 5,200.0 $243K 0.00% +3K +147.6% $46.72 +22.1%
1489 ED CONSOLIDATED EDISON INC Utilities 2,190.0 $242K 0.00% +1K +160.1% $110.63 -2.0%
1490 CALL PONY AI INC 34,700.0 $241K 0.00% +3K +9.8% $6.95
1491 MOD CALL MODINE MFG CO Consumer Cyclical 900.0 $240K 0.00% +500.0 +125.0% $267.02 -28.7%
1492 YMM FULL TRUCK ALLIANCE CO LTD Technology 29,400.0 $239K 0.00% +22K +295.6% $8.12 +5.0%
1493 NTLA PUT INTELLIA THERAPEUTICS INC Healthcare 13,900.0 $235K 0.00% +11K +456.0% $16.92 -25.2%
1494 LUMN CALL LUMEN TECHNOLOGIES INC Communication Services 30,600.0 $235K 0.00% +14K +83.2% $7.68 -22.2%
1495 EXTR CALL EXTREME NETWORKS INC Technology 7,200.0 $233K 0.00% +5K +260.0% $32.37 -30.1%
1496 CMPS CALL COMPASS PATHWAYS PLC Healthcare 16,400.0 $232K 0.00% +3K +22.4% $14.15 -2.4%
1497 MNDY CALL MONDAY COM LTD Technology 3,200.0 $232K 0.00% +3K +966.7% $72.39 +25.5%
1498 PUT AMERICA MOVIL SAB DE CV 8,900.0 $231K 0.00% +3K +50.9% $25.99
1499 LNT PUT ALLIANT ENERGY CORP Utilities 3,000.0 $229K 0.00% +2K +200.0% $76.29 -8.5%
1500 INMD PUT INMODE LTD Healthcare 15,500.0 $227K 0.00% +9K +146.0% $14.62 +2.1%
Page 75 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%