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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 19 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 35,300.0 $3.2M 0.01% -4K -10.6% $91.20 -16.6%
362 CARG CARGURUS INC Consumer Cyclical 94,411.0 $3.2M 0.01% -114K -54.7% $34.09 +8.1%
363 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 23,100.0 $3.2M 0.01% -42K -64.7% $139.09 -2.5%
364 RGLD ROYAL GOLD INC Basic Materials 16,060.0 $3.2M 0.01% -38K -70.0% $199.61 +29.8%
365 LTM PUT LATAM AIRLINES GROUP SA Industrials 55,000.0 $3.2M 0.01% -58K -51.1% $58.27 -11.5%
366 APOS CALL APOLLO GLOBAL MGMT INC 27,000.0 $3.2M 0.01% -58K -68.4% $118.31
367 GSK PUT GSK PLC Healthcare 60,700.0 $3.2M 0.01% -64K -51.3% $52.42 -0.0%
368 ZS PUT ZSCALER INC Technology 22,300.0 $3.1M 0.01% -18K -44.2% $141.15 +28.8%
369 FANG PUT DIAMONDBACK ENERGY INC Energy 17,900.0 $3.1M 0.01% -13K -42.8% $175.78 +19.9%
370 GRUPO AEROMEXICO SAB DE CV 174,530.0 $3.1M 0.01% -37K -17.6% $18.00
371 SHOP PUT SHOPIFY INC Technology 27,500.0 $3.1M 0.01% -36K -56.6% $114.18 +30.7%
372 BEN PUT FRANKLIN RESOURCES INC Financial Services 93,800.0 $3.1M 0.01% -5K -5.2% $33.27 +3.1%
373 NEM PUT NEWMONT CORP Basic Materials 33,200.0 $3.1M 0.01% -20K -38.2% $93.40 +40.9%
374 BE CALL BLOOM ENERGY CORP Industrials 10,200.0 $3.1M 0.01% -13K -56.2% $302.70 -33.4%
375 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 169,400.0 $3.1M 0.01% -160K -48.6% $18.07 -23.5%
376 CEG CALL CONSTELLATION ENERGY CORP Utilities 12,300.0 $3.1M 0.01% -8K -38.5% $248.37 +9.9%
377 SMCI PUT SUPER MICRO COMPUTER INC Technology 103,900.0 $3.0M 0.01% -25K -19.5% $29.33 +27.0%
378 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 396,346.0 $3.0M 0.01% -51K -11.5% $7.63 -14.3%
379 CNP CALL CENTERPOINT ENERGY INC Utilities 68,400.0 $3.0M 0.01% -5K -6.3% $44.04 -12.0%
380 COIN CALL COINBASE GLOBAL INC Financial Services 20,600.0 $3.0M 0.01% -26K -56.1% $146.19 +27.6%
Page 19 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%