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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 24 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MDB PUT MONGODB INC Technology 7,100.0 $2.4M 0.01% -11K -61.6% $335.90 +28.3%
462 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 4,800.0 $2.4M 0.01% -700.0 -12.7% $496.73 +10.3%
463 QURE UNIQURE NV Healthcare 51,225.0 $2.4M 0.01% -37K -42.1% $46.06 +5.0%
464 VISN CALL VISTANCE NETWORKS INC Technology 183,200.0 $2.3M 0.01% -41K -18.4% $12.78 -12.3%
465 HAL PUT HALLIBURTON CO Energy 68,800.0 $2.3M 0.01% -76K -52.3% $33.95 +4.1%
466 GE CALL GE AEROSPACE Industrials 6,200.0 $2.3M 0.01% -14K -69.6% $373.73 -6.8%
467 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 2,400.0 $2.3M 0.01% -22K -90.1% $965.00 -11.9%
468 KGC KINROSS GOLD CORP Basic Materials 97,769.0 $2.3M 0.01% -30K -23.3% $23.62 +38.7%
469 TRGP PUT TARGA RES CORP Energy 8,600.0 $2.3M 0.01% -2K -17.3% $268.14 +11.5%
470 VST PUT VISTRA CORP Utilities 14,500.0 $2.3M 0.01% -1K -8.8% $158.63 -14.1%
471 AMERICAS GOLD AND SILVER COR 486,043.0 $2.3M 0.01% -221K -31.2% $4.72
472 BK PUT BANK OF NY MELLON CORP Financial Services 15,800.0 $2.3M 0.01% -12K -43.8% $144.61 -1.9%
473 DVN PUT DEVON ENERGY CORP NEW Energy 55,200.0 $2.3M 0.01% -102K -64.9% $41.32 +18.8%
474 OTIS CALL OTIS WORLDWIDE CORP Industrials 31,700.0 $2.3M 0.01% -3K -9.4% $71.60 -0.2%
475 APLD CALL APPLIED DIGITAL CORP Technology 60,700.0 $2.3M 0.01% -56K -48.1% $37.30 -27.1%
476 COMP COMPASS INC Technology 182,621.0 $2.3M 0.01% -59K -24.5% $12.33 -4.7%
477 TWLO CALL TWILIO INC Communication Services 10,900.0 $2.2M 0.01% -3K -20.4% $206.33 +9.2%
478 TWLO PUT TWILIO INC Communication Services 10,900.0 $2.2M 0.01% -3K -20.4% $206.33 +9.2%
479 ZS CALL ZSCALER INC Technology 15,900.0 $2.2M 0.01% -18K -53.5% $141.15 +28.8%
480 CLX PUT CLOROX CO DEL Consumer Defensive 23,400.0 $2.2M 0.01% -8K -25.0% $95.44 +11.8%
Page 24 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%