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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 77 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 BTSG CALL BRIGHTSPRING HEALTH SVCS INC Healthcare 2,900.0 $202K 0.00% +800.0 +38.1% $69.74 -14.2%
1522 ANGI PUT ANGI INC Communication Services 33,800.0 $201K 0.00% +20K +141.4% $5.95 -22.9%
1523 POWI PUT POWER INTEGRATIONS INC Technology 2,400.0 $201K 0.00% +2K +242.9% $83.76 -33.5%
1524 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,465.0 $200K 0.00% +2K +10000.0% $81.16 -7.1%
1525 AME PUT AMETEK INC Industrials 800.0 $194K 0.00% +700.0 +700.0% $241.94 +0.0%
1526 DKNG DRAFTKINGS INC NEW Consumer Cyclical 7,635.0 $193K 0.00% +5K +220.4% $25.26 -0.6%
1527 PNW CALL PINNACLE WEST CAP CORP Utilities 1,800.0 $193K 0.00% +800.0 +80.0% $107.00 -6.7%
1528 RPD PUT RAPID7 INC Technology 23,600.0 $191K 0.00% +23K +3833.3% $8.10 +46.3%
1529 CRITICAL METALS CORP 53,447.0 $191K 0.00% +8K +17.9% $3.57
1530 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 3,100.0 $188K 0.00% +2K +121.4% $60.67 +28.2%
1531 INGERSOLL RAND INC 2,287.0 $188K 0.00% +1K +115.8% $81.99
1532 EPAM EPAM SYS INC Technology 2,352.0 $187K 0.00% +1K +146.5% $79.35 +35.0%
1533 PEGA PUT PEGASYSTEMS INC Technology 6,200.0 $186K 0.00% +5K +376.9% $29.97 +12.0%
1534 R CALL RYDER SYS INC Industrials 700.0 $185K 0.00% +500.0 +250.0% $263.77 -5.2%
1535 URBN PUT URBAN OUTFITTERS INC Consumer Cyclical 2,600.0 $184K 0.00% +2K +2500.0% $70.86 +2.6%
1536 HUN HUNTSMAN CORP Basic Materials 17,132.0 $182K 0.00% +16K +1966.6% $10.62 -4.9%
1537 STUBHUB HLDGS INC 14,001.0 $180K 0.00% +12K +475.5% $12.87
1538 EOSE EOS ENERGY ENTERPRISES INC Industrials 30,176.0 $177K 0.00% +27K +960.7% $5.88 -41.2%
1539 SEI PUT SOLARIS ENERGY INFRAS INC Energy 2,200.0 $177K 0.00% +800.0 +57.1% $80.46 -29.6%
1540 ALHC PUT ALIGNMENT HEALTHCARE INC Healthcare 7,200.0 $171K 0.00% +4K +125.0% $23.81 -44.5%
Page 77 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%