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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 47 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DNUT CALL KRISPY KREME INC Consumer Defensive 4,300.0 $15K NEW $3.53 +1.7%
922 BSY BENTLEY SYS INC Technology 487.0 $15K NEW $29.89 +24.1%
923 MNSO PUT MINISO GROUP HLDG LTD Consumer Cyclical 1,200.0 $14K NEW $12.06 -8.6%
924 LOPE PUT GRAND CANYON ED INC Consumer Defensive 100.0 $14K NEW $143.11 +3.0%
925 NAVI NAVIENT CORPORATION Financial Services 1,681.0 $14K NEW $8.51 +11.0%
926 AOSL PUT ALPHA & OMEGA SEMICONDUCTOR Technology 300.0 $14K NEW $47.33 -44.2%
927 KMT CALL KENNAMETAL INC Industrials 400.0 $14K NEW $35.05 -14.5%
928 PRESIDIO PRODTN CO 10,000.0 $14K NEW $1.38
929 RGEN CALL REPLIGEN CORP Healthcare 100.0 $14K NEW $136.44 +32.8%
930 LH LABCORP HOLDINGS INC Healthcare 47.0 $13K NEW $280.00 +20.1%
931 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 2,923.0 $12K NEW $4.25 -35.3%
932 CORPAY INC 37.0 $12K NEW $333.27
933 FTV CALL FORTIVE CORP Technology 200.0 $12K NEW $61.09 -1.7%
934 PRCT PROCEPT BIOROBOTICS CORP Healthcare 532.0 $12K NEW $22.58 -4.0%
935 UPBOUND GROUP INC 537.0 $11K NEW $21.22
936 REPL PUT REPLIMUNE GROUP INC Healthcare 1,000.0 $11K NEW $11.07 +33.4%
937 IRTC IRHYTHM HOLDINGS INC Healthcare 92.0 $11K NEW $118.95 +8.0%
938 TITN TITAN MACHY INC Industrials 479.0 $10K NEW $21.12 -4.4%
939 ARCT PUT ARCTURUS THERAPEUTICS HLDGS Healthcare 1,500.0 $10K NEW $6.72 +100.1%
940 LOVE LOVESAC CO Consumer Cyclical 589.0 $10K NEW $16.69 -3.7%
Page 47 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%