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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 11 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DK DELEK US HLDGS INC NEW Energy 124,098.0 $6.3M 0.02% -81K -39.4% $50.81 +40.7%
202 UBER CALL UBER TECHNOLOGIES INC Technology 87,000.0 $6.3M 0.02% -14K -13.6% $72.16 +9.2%
203 ZM ZOOM COMMUNICATIONS INC Technology 72,544.0 $6.3M 0.02% -79K -52.3% $86.31 +24.5%
204 BIDU PUT BAIDU INC Communication Services 54,700.0 $6.3M 0.02% -9K -14.5% $114.29 -18.4%
205 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 137,200.0 $6.2M 0.02% -61K -30.9% $45.11 +18.5%
206 ABNB CALL AIRBNB INC Consumer Cyclical 43,200.0 $6.2M 0.02% -12K -21.2% $143.10 +30.9%
207 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 55,300.0 $6.2M 0.02% -25K -31.3% $111.31 +26.9%
208 BP BP PLC Energy 165,196.0 $6.1M 0.02% -173K -51.1% $36.95 +21.1%
209 SUNC SUNOCOCORP LLC Energy 90,069.0 $6.1M 0.02% -950.0 -1.0% $67.67 +14.2%
210 OXY PUT OCCIDENTAL PETE CORP Energy 124,900.0 $6.1M 0.02% -45K -26.4% $48.57 +26.2%
211 LPLA LPL FINL HLDGS INC Financial Services 21,524.0 $6.1M 0.02% -6K -21.4% $281.68 +28.3%
212 NOW CALL SERVICENOW INC Technology 60,800.0 $6.0M 0.02% -43K -41.6% $99.28 +29.4%
213 LUV SOUTHWEST AIRLS CO Industrials 117,059.0 $6.0M 0.02% -286K -70.9% $51.42 -21.5%
214 DINO HF SINCLAIR CORP Energy 85,528.0 $6.0M 0.02% -242K -73.9% $69.65 +39.7%
215 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 53,900.0 $5.9M 0.02% -7K -11.1% $109.77 -0.4%
216 PUT TOTALENERGIES SE 75,300.0 $5.9M 0.02% -65K -46.3% $77.76
217 KHC CALL KRAFT HEINZ CO Consumer Defensive 247,400.0 $5.8M 0.02% -89K -26.5% $23.62 +8.3%
218 RY CALL ROYAL BK CDA Financial Services 28,000.0 $5.8M 0.02% -5K -15.4% $206.97 -0.8%
219 PM PHILIP MORRIS INTL INC Consumer Defensive 31,772.0 $5.7M 0.02% -32K -49.8% $180.91 +4.0%
220 VRT PUT VERTIV HOLDINGS CO Industrials 17,100.0 $5.7M 0.02% -6K -27.2% $334.82 -21.8%
Page 11 of 94  ·  1,862 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%