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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 49 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 TXG 10X GENOMICS INC Healthcare 100.0 $4K NEW $38.34 +45.1%
962 TAK PUT TAKEDA PHARMACEUTICAL CO LTD Healthcare 200.0 $3K NEW $16.03 +12.6%
963 BLZE PUT BACKBLAZE INC Technology 200.0 $3K NEW $15.86 +21.1%
964 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 27.0 $3K NEW $106.26 +3.1%
965 RXO PUT RXO INC Industrials 100.0 $3K NEW $27.59 -18.0%
966 EVGO EVGO INC Consumer Cyclical 1,414.0 $3K NEW $1.91 -21.5%
967 ERO ERO COPPER CORP Basic Materials 100.0 $3K NEW $26.75 +23.3%
968 DNOW PUT DNOW INC Energy 200.0 $3K NEW $12.97 +22.8%
969 YEXT PUT YEXT INC Technology 500.0 $2K NEW $4.67 +28.7%
970 MANU CALL MANCHESTER UTD PLC NEW Communication Services 100.0 $2K NEW $22.93 +2.5%
971 ACVA PUT ACV AUCTIONS INC Consumer Cyclical 300.0 $2K NEW $7.19 +6.1%
972 RRR RED ROCK RESORTS INC Consumer Cyclical 28.0 $2K NEW $65.07 -5.5%
973 THOMSON REUTERS CORP 21.0 $2K NEW $81.67
974 VYX CALL NCR VOYIX CORPORATION Technology 200.0 $2K NEW $8.17 -7.2%
975 RYAM CALL RAYONIER ADVANCED MATLS INC Basic Materials 200.0 $2K NEW $7.86 +6.7%
976 CYRX CALL CRYOPORT INC Industrials 100.0 $2K NEW $15.70 -3.9%
977 PRCH PUT PORCH GROUP INC Technology 100.0 $2K NEW $15.04 +10.9%
978 SSD SIMPSON MFG INC Industrials 6.0 $1K NEW $209.33 -9.3%
979 AHCO CALL ADAPTHEALTH CORP Healthcare 100.0 $1K NEW $10.42 -44.1%
980 TBLA CALL TABOOLA.COM LTD Communication Services 200.0 $1K NEW $5.00 -23.4%
Page 49 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%