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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 17 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PCOR PROCORE TECHNOLOGIES INC Technology 94,075.0 $3.8M 0.01% -51K -35.1% $40.62 +56.3%
322 JOBY JOBY AVIATION INC Industrials 422,500.0 $3.8M 0.01% -285K -40.3% $8.92 -15.6%
323 CSGP COSTAR GROUP INC Real Estate 132,625.0 $3.8M 0.01% -404K -75.3% $28.32 +13.9%
324 WORKIVA INC 4,000,000.0 $3.7M 0.01% -4.5M -52.7% $0.94
325 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 43,000.0 $3.7M 0.01% -44K -50.6% $87.04 +7.8%
326 SAN PUT BANCO SANTANDER SA Financial Services 270,300.0 $3.7M 0.01% -122K -31.2% $13.80 +5.7%
327 V PUT VISA INC Financial Services 10,800.0 $3.7M 0.01% -27K -71.3% $343.09 +8.1%
328 NET CLOUDFLARE INC Technology 15,073.0 $3.7M 0.01% -92K -85.9% $245.28 +19.5%
329 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 63,000.0 $3.7M 0.01% -400.0 -0.6% $58.44 -47.2%
330 LNG CHENIERE ENERGY INC Energy 15,191.0 $3.6M 0.01% -56K -78.6% $239.01 +16.1%
331 ROST PUT ROSS STORES INC Consumer Cyclical 17,000.0 $3.6M 0.01% -14K -44.4% $212.85 +12.3%
332 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 11,300.0 $3.6M 0.01% -2K -17.5% $317.53 -8.0%
333 WWD WOODWARD INC Industrials 8,420.0 $3.6M 0.01% -43K -83.7% $425.44 -19.3%
334 COIN PUT COINBASE GLOBAL INC Financial Services 24,400.0 $3.6M 0.01% -4K -15.6% $146.19 +27.6%
335 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 38,900.0 $3.6M 0.01% -23K -37.6% $91.68 -0.7%
336 UMC CALL UNITED MICROELECTRONICS CORP Technology 131,000.0 $3.6M 0.01% -22K -14.3% $27.21 -32.6%
337 ANET PUT ARISTA NETWORKS INC Technology 20,900.0 $3.6M 0.01% -11K -35.3% $169.88 +11.0%
338 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 89,100.0 $3.5M 0.01% -78K -46.8% $39.50 +30.1%
339 DDOG CALL DATADOG INC Technology 13,500.0 $3.5M 0.01% -22K -62.4% $260.36 -9.5%
340 APH PUT AMPHENOL CORP Technology 19,900.0 $3.5M 0.01% -16K -45.3% $176.32 -11.0%
Page 17 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%