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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 25 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FIGR PUT FIGURE TECHNOLOGY SOLUTIO Financial Services 8,800.0 $270K 0.00% NEW $30.71 +19.0%
482 MGRC MCGRATH RENTCORP Industrials 2,232.0 $270K 0.00% NEW $121.03 -3.8%
483 NBIX CALL NEUROCRINE BIOSCIENCES INC Healthcare 1,600.0 $270K 0.00% NEW $168.53 -9.0%
484 NABL N-ABLE INC Technology 73,462.0 $270K 0.00% NEW $3.67 -5.6%
485 CX CEMEX SA EURO MTN BE 144A Basic Materials 22,444.0 $269K 0.00% NEW $12.00 -11.6%
486 DLO PUT DLOCAL LTD Technology 20,700.0 $269K 0.00% NEW $12.99 +10.0%
487 AVPT AVEPOINT INC Technology 23,954.0 $269K 0.00% NEW $11.21 +16.7%
488 BLBD CALL BLUE BIRD CORP Consumer Cyclical 3,400.0 $268K 0.00% NEW $78.96 -22.8%
489 BLDP CALL BALLARD PWR SYS INC NEW Industrials 68,900.0 $268K 0.00% NEW $3.89 -39.2%
490 TDG CALL TRANSDIGM GROUP INC Industrials 200.0 $266K 0.00% NEW $1332.04 -11.0%
491 TKNO ALPHA TEKNOVA INC Healthcare 46,362.0 $263K 0.00% NEW $5.68 +23.6%
492 EHC CALL ENCOMPASS HEALTH CORP Healthcare 2,600.0 $263K 0.00% NEW $101.08 +19.9%
493 TWFG INC 10,885.0 $262K 0.00% NEW $24.05
494 COSO COASTALSOUTH BANCSHARES INC Financial Services 9,735.0 $261K 0.00% NEW $26.85 +1.9%
495 PUT THOMSON REUTERS CORP 3,200.0 $261K 0.00% NEW $81.67
496 GCT GIGACLOUD TECHNOLOGY INC Technology 8,219.0 $260K 0.00% NEW $31.60 +56.4%
497 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,597.0 $258K 0.00% NEW $71.74 +1.0%
498 TXG PUT 10X GENOMICS INC Healthcare 6,700.0 $257K 0.00% NEW $38.34 +64.6%
499 NVCR CALL NOVOCURE LTD Healthcare 16,900.0 $256K 0.00% NEW $15.15 +17.0%
500 MFC MANULIFE FINL CORP Financial Services 6,306.0 $255K 0.00% NEW $40.51 +4.8%
Page 25 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%