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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 40 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 KNSL CALL KINSALE CAP GROUP INC Financial Services 200.0 $66K NEW $329.81 +14.7%
782 CAMT PUT CAMTEK LTD Technology 400.0 $65K NEW $163.12 -5.0%
783 FWRD CALL FORWARD AIR CORP Industrials 4,800.0 $65K NEW $13.51 +42.6%
784 FE FIRSTENERGY CORP Utilities 1,358.0 $65K NEW $47.54 +0.2%
785 EWBC PUT EAST WEST BANCORP INC Financial Services 500.0 $65K NEW $129.09 +4.4%
786 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 2,099.0 $64K NEW $30.61 +25.5%
787 BROWN FORMAN CORP 2,374.0 $63K NEW $26.65
788 NAVI PUT NAVIENT CORPORATION Financial Services 7,300.0 $62K NEW $8.51 +7.2%
789 POST CALL POST HLDGS INC Consumer Defensive 700.0 $62K NEW $88.26 -8.6%
790 ARQ INC 24,222.0 $62K NEW $2.55
791 KENSINGTON CAP ACQUISITION 53,126.0 $61K NEW $1.15
792 VINFAST AUTO LTD 19,530.0 $61K NEW $3.12
793 WEAV CALL WEAVE COMMUNICATIONS INC Technology 10,100.0 $60K NEW $5.99 +22.0%
794 ZTO PUT ZTO EXPRESS CAYMAN INC Industrials 2,700.0 $60K NEW $22.38 -2.7%
795 MYGN CALL MYRIAD GENETICS INC Healthcare 10,500.0 $60K NEW $5.71 -47.5%
796 AMPX AMPRIUS TECHNOLOGIES INC Industrials 4,294.0 $60K NEW $13.86 -23.4%
797 COINSHARES PLC 79,389.0 $59K NEW $0.74
798 BC PUT BRUNSWICK CORP Consumer Cyclical 700.0 $59K NEW $84.24 -1.6%
799 LII PUT LENNOX INTL INC Industrials 100.0 $57K NEW $572.95 -26.7%
800 GDYN CALL GRID DYNAMICS HLDGS INC Technology 10,000.0 $57K NEW $5.68 +37.2%
Page 40 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%