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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 13 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CVS PUT CVS HEALTH CORP Healthcare 50,200.0 $5.2M 0.02% -8K -13.3% $103.45 -10.1%
242 RBC RBC BEARINGS INC Industrials 8,020.0 $5.2M 0.02% -46K -85.1% $644.06 -21.5%
243 DIS PUT DISNEY WALT CO Communication Services 53,600.0 $5.2M 0.02% -1K -2.4% $96.25 +12.0%
244 MNDY MONDAY COM LTD Technology 70,691.0 $5.1M 0.02% -119K -62.7% $72.39 +25.3%
245 GLW PUT CORNING INC Technology 19,900.0 $5.1M 0.02% -87K -81.4% $255.43 -41.3%
246 ZS ZSCALER INC Technology 35,577.0 $5.0M 0.02% -80K -69.1% $141.15 +28.8%
247 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 270,347.0 $5.0M 0.02% -930K -77.5% $18.57 -26.5%
248 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 5,200.0 $5.0M 0.02% -16K -75.5% $965.00 -11.9%
249 OUTFRONT MEDIA INC 151,461.0 $5.0M 0.02% -349K -69.7% $32.76
250 PANW PUT PALO ALTO NETWORKS INC Technology 14,500.0 $4.9M 0.02% -700.0 -4.6% $341.02 +4.9%
251 DAL PUT DELTA AIR LINES INC Industrials 52,600.0 $4.9M 0.02% -42K -44.7% $93.66 -12.0%
252 MIR MIRION TECHNOLOGIES INC Industrials 271,466.0 $4.9M 0.02% -1K -0.6% $17.93 -17.3%
253 HIMS PUT HIMS & HERS HEALTH INC Healthcare 140,100.0 $4.9M 0.02% -3K -2.2% $34.67 -2.6%
254 CRM PUT SALESFORCE INC Technology 30,900.0 $4.8M 0.02% -94K -75.2% $156.66 +33.5%
255 T PUT AT&T INC Communication Services 233,000.0 $4.8M 0.02% -9K -3.6% $20.70 +22.2%
256 KKR CALL KKR & CO INC 52,500.0 $4.8M 0.02% -3K -4.7% $91.78
257 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 246,869.0 $4.8M 0.02% -74K -23.0% $19.47 -19.1%
258 RKLB CALL ROCKET LAB CORP Industrials 47,100.0 $4.8M 0.02% -24K -34.1% $101.65 -28.6%
259 BIDU CALL BAIDU INC Communication Services 41,800.0 $4.8M 0.02% -36K -46.1% $114.29 -18.4%
260 F CALL FORD MTR CO Consumer Cyclical 342,700.0 $4.8M 0.02% -145K -29.7% $13.90 +3.7%
Page 13 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%