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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 12 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TER PUT TERADYNE INC Technology 11,800.0 $5.7M 0.02% -16K -57.1% $483.84 -22.3%
222 GLW CALL CORNING INC Technology 22,100.0 $5.6M 0.02% -38K -63.3% $255.43 -41.3%
223 BKV BKV CORP Energy 204,001.0 $5.6M 0.02% -455K -69.0% $27.36 -11.5%
224 OKEANIS ECO TANKERS COR 111,104.0 $5.6M 0.02% -66K -37.4% $50.12
225 SHAK SHAKE SHACK INC Consumer Cyclical 99,392.0 $5.6M 0.02% -13K -11.9% $56.02 +35.3%
226 COHR CALL COHERENT CORP Technology 14,100.0 $5.6M 0.02% -16K -53.0% $394.47 -26.6%
227 ALLE ALLEGION PLC Industrials 39,335.0 $5.5M 0.02% -61K -60.9% $140.49 +15.5%
228 WDAY CALL WORKDAY INC Technology 44,900.0 $5.5M 0.02% -25K -35.7% $122.42 +63.4%
229 FAST CALL FASTENAL CO Industrials 114,200.0 $5.5M 0.02% -36K -23.8% $48.03 +6.7%
230 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 61,174.0 $5.4M 0.02% -59K -49.0% $88.60 -36.6%
231 PYPL PAYPAL HLDGS INC Financial Services 124,608.0 $5.4M 0.02% -89K -41.6% $43.18 +42.5%
232 SHEL PUT SHELL PLC Energy 69,300.0 $5.4M 0.02% -66K -48.7% $77.54 +20.4%
233 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 42,777.0 $5.3M 0.02% -398K -90.3% $123.11 +31.0%
234 NMM NAVIOS MARITIME PARTNERS LP Industrials 74,987.0 $5.3M 0.02% -75K -49.9% $70.07 +26.7%
235 MSTR PUT STRATEGY INC Technology 60,400.0 $5.3M 0.02% -24K -28.8% $86.93 +37.2%
236 GSK CALL GSK PLC Healthcare 100,100.0 $5.2M 0.02% -50K -33.4% $52.42 -0.0%
237 VIR VIR BIOTECHNOLOGY INC Healthcare 514,251.0 $5.2M 0.02% -151K -22.7% $10.19 -4.0%
238 XEL XCEL ENERGY INC Utilities 65,243.0 $5.2M 0.02% -58K -47.0% $80.30 -5.0%
239 BE PUT BLOOM ENERGY CORP Industrials 17,300.0 $5.2M 0.02% -21K -55.2% $302.70 -33.4%
240 PDD PUT PDD HOLDINGS INC Consumer Cyclical 68,100.0 $5.2M 0.02% -13K -16.0% $76.28 +15.9%
Page 12 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%