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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 15 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KALU KAISER ALUMINIUM CORPORATION Basic Materials 4,093.0 $801K 0.00% NEW $195.63 -20.3%
282 TEO TELECOM ARGENTINA SA Communication Services 61,078.0 $794K 0.00% NEW $13.00 +2.3%
283 PUT DUPONT DE NEMOURS INC 5,700.0 $773K 0.00% NEW $135.64
284 CALL KLARNA GROUP PLC 37,800.0 $765K 0.00% NEW $20.24
285 BOX BOX INC Technology 28,498.0 $756K 0.00% NEW $26.54 +25.2%
286 MFC PUT MANULIFE FINL CORP Financial Services 17,800.0 $721K 0.00% NEW $40.51 +7.4%
287 ZTO CALL ZTO EXPRESS CAYMAN INC Industrials 32,200.0 $721K 0.00% NEW $22.38 -4.2%
288 SMTI SANARA MEDTECH INC Healthcare 30,465.0 $719K 0.00% NEW $23.59 +45.2%
289 FICO CALL FAIR ISAAC CORP Technology 600.0 $717K 0.00% NEW $1194.78 -3.1%
290 KRRO KORRO BIO INC Healthcare 54,289.0 $716K 0.00% NEW $13.18 +7.2%
291 PHG KONINKLIJKE PHILIPS N V Healthcare 25,899.0 $704K 0.00% NEW $27.19 +1.5%
292 FWRD FORWARD AIR CORP Industrials 50,802.0 $686K 0.00% NEW $13.51 +35.5%
293 GIL CALL GILDAN ACTIVEWEAR INC Consumer Cyclical 13,300.0 $686K 0.00% NEW $51.60 +11.1%
294 KRT KARAT PACKAGING INC Consumer Cyclical 20,447.0 $684K 0.00% NEW $33.46 +42.6%
295 RPAY REPAY HLDGS CORP Technology 162,353.0 $682K 0.00% NEW $4.20 -13.0%
296 ARKK ARK ETF TR 8,392.0 $678K 0.00% NEW $80.82 +2.4%
297 PLAB PHOTRONICS INC Technology 20,768.0 $676K 0.00% NEW $32.53 -5.1%
298 RDW PUT REDWIRE CORPORATION Industrials 55,100.0 $674K 0.00% NEW $12.23 +0.7%
299 LINC PUT LINCOLN EDL SVCS CORP Consumer Defensive 13,500.0 $674K 0.00% NEW $49.90 -46.6%
300 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 231,426.0 $669K 0.00% NEW $2.89 +9.9%
Page 15 of 51  ·  1,013 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%