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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 45 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SPCE CALL VIRGIN GALACTIC HOLDINGS INC Industrials 10,100.0 $29K NEW $2.89 +11.1%
882 ARCB PUT ARCBEST CORP Industrials 200.0 $29K NEW $143.54 -4.0%
883 BKD CALL BROOKDALE SR LIVING INC Healthcare 1,700.0 $27K NEW $16.09 -24.7%
884 POST PUT POST HLDGS INC Consumer Defensive 300.0 $26K NEW $88.26 -10.7%
885 MC PUT MOELIS & CO Financial Services 400.0 $26K NEW $65.42 +4.8%
886 VET VERMILION ENERGY INC Energy 2,577.0 $24K NEW $9.37 +34.0%
887 FLNA CALL FILANA THERAPEUTICS INC Healthcare 20,200.0 $24K NEW $1.19 -18.8%
888 KODIAK AI INC. 4,705.0 $24K NEW $5.08
889 VRRM CALL VERRA MOBILITY CORP Technology 5,600.0 $24K NEW $4.25 +9.4%
890 BTG B2GOLD CORP Basic Materials 6,334.0 $24K NEW $3.74 +40.9%
891 NVCR NOVOCURE LTD Healthcare 1,535.0 $23K NEW $15.15 +20.1%
892 NAVI CALL NAVIENT CORPORATION Financial Services 2,700.0 $23K NEW $8.51 +8.7%
893 EHC ENCOMPASS HEALTH CORP Healthcare 224.0 $23K NEW $101.08 +20.4%
894 ZUMZ ZUMIEZ INC Consumer Cyclical 1,247.0 $22K NEW $17.80 +2.7%
895 PTEN PUT PATTERSON-UTI ENERGY INC Energy 2,400.0 $22K NEW $9.18 +31.4%
896 MEI METHODE ELECTRS INC Technology 1,127.0 $21K NEW $18.97 -25.1%
897 ARW CALL ARROW ELECTRS INC Technology 100.0 $21K NEW $213.41 -3.7%
898 KOS CALL KOSMOS ENERGY LTD Energy 10,000.0 $21K NEW $2.11 +33.6%
899 APA APA CORPORATION Energy 643.0 $21K NEW $32.57 +33.4%
900 ACGL ARCH CAP GROUP LTD Financial Services 215.0 $21K NEW $97.06 +1.5%
Page 45 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%