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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 14 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NKE CALL NIKE INC Consumer Cyclical 115,900.0 $4.8M 0.02% -15K -11.3% $41.05 -0.7%
262 MSTR CALL STRATEGY INC Technology 54,100.0 $4.7M 0.02% -14K -20.9% $86.93 +37.2%
263 BSX CALL BOSTON SCIENTIFIC CORP Healthcare 109,900.0 $4.7M 0.02% -2K -1.9% $42.68 +18.0%
264 NET PUT CLOUDFLARE INC Technology 19,100.0 $4.7M 0.02% -2K -8.6% $245.28 +19.5%
265 EME EMCOR GROUP INC Industrials 5,624.0 $4.7M 0.02% -1K -18.6% $829.88 -6.4%
266 CRWD PUT CROWDSTRIKE HLDGS INC Technology 6,200.0 $4.7M 0.02% -12K -66.8% $187.89 +2.2%
267 ABT PUT ABBOTT LABORATORIES Healthcare 50,700.0 $4.6M 0.02% -5K -9.6% $90.74 +28.5%
268 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 49,900.0 $4.6M 0.02% -2K -3.7% $92.09 -3.2%
269 SE PUT SEA LTD Consumer Cyclical 47,900.0 $4.6M 0.02% -22K -31.7% $95.83 +22.6%
270 ETSY INC 60,350.0 $4.5M 0.02% -8K -12.1% $75.33
271 WDC PUT WESTERN DIGITAL CORP Technology 7,100.0 $4.5M 0.02% -32K -81.9% $638.72 -28.1%
272 APOS PUT APOLLO GLOBAL MGMT INC 38,300.0 $4.5M 0.02% -15K -28.7% $118.31
273 WMT PUT WALMART INC Consumer Defensive 39,800.0 $4.5M 0.02% -21K -34.4% $113.26 -8.4%
274 PUT BERKSHIRE HATHAWAY INC DEL 9,000.0 $4.5M 0.02% -24K -72.9% $500.39
275 AVAV AEROVIRONMENT INC Industrials 27,005.0 $4.5M 0.02% -3K -8.7% $165.07 -2.9%
276 GRAB GRAB HOLDINGS LIMITED Technology 1,180,974.0 $4.5M 0.02% -9.1M -88.5% $3.77 -7.7%
277 EBAY PUT EBAY INC. Consumer Cyclical 39,800.0 $4.4M 0.02% -28K -41.0% $111.75 -6.8%
278 CCRN CROSS CTRY HEALTHCARE INC Healthcare 336,034.0 $4.4M 0.02% -167K -33.2% $13.21 +0.3%
279 EOG PUT EOG RES INC Energy 34,200.0 $4.4M 0.02% -900.0 -2.6% $129.73 +18.0%
280 WAY WAYSTAR HLDG CORP Technology 215,664.0 $4.4M 0.02% -223K -50.9% $20.53 +21.8%
Page 14 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%