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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 50 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AUDC PUT AUDIOCODES LTD Technology 100.0 $968.0 NEW $9.68 +1.3%
982 BCYC PUT BICYCLE THERAPEUTICS PLC Healthcare 200.0 $848.0 NEW $4.24 -5.9%
983 GTN PUT GRAY MEDIA INC Communication Services 200.0 $794.0 NEW $3.97 +22.4%
984 EOLS PUT EVOLUS INC Healthcare 100.0 $694.0 NEW $6.94 +17.9%
985 NWL PUT NEWELL BRANDS INC Consumer Defensive 100.0 $614.0 NEW $6.14 -3.4%
986 NUS CALL NU SKIN ENTERPRISES INC Consumer Defensive 100.0 $528.0 NEW $5.28 -11.0%
987 NCNO NCINO INC Technology 30.0 $491.0 NEW $16.37 +23.4%
988 COHU COHU INC Technology 6.0 $443.0 NEW $73.83 -19.8%
989 CLBT CELLEBRITE DI LTD Technology 30.0 $438.0 NEW $14.60 -24.7%
990 BUR CALL BURFORD CAPITAL LIMITED Financial Services 100.0 $410.0 NEW $4.10 +1.0%
991 EMBC CALL EMBECTA CORP Healthcare 100.0 $326.0 NEW $3.26 +56.4%
992 UTZ UTZ BRANDS INC Consumer Defensive 40.0 $308.0 NEW $7.70 +83.9%
993 TRIP TRIPADVISOR INC Consumer Cyclical 22.0 $302.0 NEW $13.73 -25.5%
994 UNILEVER PLC 4.0 $240.0 NEW $60.00
995 JELD PUT JELD-WEN HLDG INC Industrials 100.0 $150.0 NEW $1.50 +22.7%
996 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 1.0 $123.0 NEW $123.00 +27.9%
997 ALKT ALKAMI TECHNOLOGY INC Technology 6.0 $109.0 NEW $18.17 +10.9%
998 GRFS GRIFOLS S A Healthcare 14.0 $99.0 NEW $7.07 +9.6%
999 ASST STRIVE INC Communication Services 8.0 $87.0 NEW $10.88 +17.7%
1000 SON SONOCO PRODS CO Consumer Cyclical 1.0 $56.0 NEW $56.00 +2.1%
Page 50 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%