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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 39 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VNDA VANDA PHARMACEUTICALS INC Healthcare 12,359.0 $76K NEW $6.12 -10.0%
762 CALL DAVE INC 200.0 $75K NEW $372.59
763 WYFI PUT WHITEFIBER INC Technology 1,900.0 $74K NEW $38.85 -48.4%
764 CSTM PUT CONSTELLIUM SE Basic Materials 2,300.0 $73K NEW $31.87 -15.8%
765 VOYA CALL VOYA FINANCIAL INC Financial Services 800.0 $72K NEW $90.53 +8.8%
766 INFLECTION PT ACQUISIT CORP 38,333.0 $72K NEW $1.88
767 ERIE PUT ERIE INDTY CO Financial Services 300.0 $72K NEW $239.75 +12.3%
768 RR RICHTECH ROBOTICS INC Industrials 34,047.0 $72K NEW $2.11 -22.5%
769 ARCB CALL ARCBEST CORP Industrials 500.0 $72K NEW $143.54 -4.2%
770 PTEN CALL PATTERSON-UTI ENERGY INC Energy 7,800.0 $72K NEW $9.18 +31.4%
771 ULS PUT UL SOLUTIONS INC Industrials 700.0 $71K NEW $101.86 -25.1%
772 RNW CALL RENEW ENERGY GLOBAL PLC Utilities 11,400.0 $71K NEW $6.25 +8.9%
773 HEI PUT HEICO CORP NEW Industrials 200.0 $71K NEW $356.19 +2.8%
774 PUBM CALL PUBMATIC INC Technology 5,400.0 $71K NEW $13.12 +30.7%
775 ARVN PUT ARVINAS INC Healthcare 8,400.0 $70K NEW $8.31 +16.4%
776 BLMN PUT BLOOMIN BRANDS INC Consumer Cyclical 7,600.0 $69K NEW $9.14 +16.5%
777 DSGX PUT DESCARTES SYS GROUP INC Technology 1,000.0 $69K NEW $69.24 +12.1%
778 AMG CALL AFFILIATED MANAGERS GROUP Financial Services 200.0 $68K NEW $338.40 +5.8%
779 POWI POWER INTEGRATIONS INC Technology 797.0 $67K NEW $83.76 -32.6%
780 SOPH SOPHIA GENETICS SA Healthcare 11,543.0 $67K NEW $5.77 +41.9%
Page 39 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%