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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 34 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VET PUT VERMILION ENERGY INC Energy 12,800.0 $120K NEW $9.37 +34.0%
662 GRFS PUT GRIFOLS S A Healthcare 16,900.0 $120K NEW $7.08 +16.5%
663 GL GLOBE LIFE INC Financial Services 669.0 $120K NEW $178.68 -4.0%
664 RXT CALL RACKSPACE TECHNOLOGY INC Technology 18,300.0 $119K NEW $6.53 -47.6%
665 UAMY UNITED STATES ANTIMONY CORP Basic Materials 16,437.0 $119K NEW $7.26 -21.1%
666 ZUMZ PUT ZUMIEZ INC Consumer Cyclical 6,700.0 $119K NEW $17.80 +2.7%
667 IRTC CALL IRHYTHM HOLDINGS INC Healthcare 1,000.0 $119K NEW $118.95 +4.9%
668 IRTC PUT IRHYTHM HOLDINGS INC Healthcare 1,000.0 $119K NEW $118.95 +4.9%
669 GIL PUT GILDAN ACTIVEWEAR INC Consumer Cyclical 2,300.0 $119K NEW $51.60 +10.5%
670 NRDS NERDWALLET INC Financial Services 12,786.0 $118K NEW $9.25 +9.4%
671 TU TELUS CORPORATION Communication Services 11,137.0 $118K NEW $10.57 -5.1%
672 DFTX PUT DEFINIUM THERAPEUTICS INC Healthcare 2,500.0 $118K NEW $47.04 -2.6%
673 PRCH CALL PORCH GROUP INC Technology 7,800.0 $117K NEW $15.04 +13.3%
674 WCN PUT WASTE CONNECTIONS INC Industrials 700.0 $117K NEW $166.69 +1.2%
675 H HYATT HOTELS CORP Consumer Cyclical 600.0 $116K NEW $193.84 -5.6%
676 PCVX CALL VAXCYTE INC Healthcare 2,000.0 $116K NEW $58.13 +8.9%
677 CARS PUT CARS COM INC Consumer Cyclical 10,600.0 $116K NEW $10.94 +13.7%
678 NRDS PUT NERDWALLET INC Financial Services 12,500.0 $116K NEW $9.25 +9.4%
679 UTZ PUT UTZ BRANDS INC Consumer Defensive 15,000.0 $116K NEW $7.70 +83.8%
680 WTI CALL W & T OFFSHORE INC Energy 36,500.0 $115K NEW $3.15 +22.5%
Page 34 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%