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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 28 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ASX CALL ASE TECHNOLOGY HLDG CO LTD Technology 41,100.0 $1.9M 0.01% -15K -26.6% $45.12 -19.1%
542 CCJ PUT CAMECO CORP Energy 18,200.0 $1.9M 0.01% -4K -16.5% $101.86 +0.6%
543 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 20,100.0 $1.9M 0.01% -12K -37.2% $92.09 -3.2%
544 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 6,800.0 $1.8M 0.01% -18K -72.1% $271.95 -15.2%
545 AA ALCOA CORP Basic Materials 35,385.0 $1.8M 0.01% -103K -74.5% $52.14 -0.6%
546 IVZ CALL INVESCO LTD Financial Services 69,900.0 $1.8M 0.01% -14K -16.6% $26.39 +21.3%
547 SAP CALL SAP SE Technology 11,900.0 $1.8M 0.01% -9K -42.0% $154.11 +41.9%
548 UNP UNION PAC CORP Industrials 6,720.0 $1.8M 0.01% -23K -77.5% $272.00 +13.3%
549 SAP SAP SE Technology 11,830.0 $1.8M 0.01% -9K -43.5% $154.11 +41.9%
550 PSTG CALL EVERPURE INC 23,100.0 $1.8M 0.01% -500.0 -2.1% $78.79
551 GDX VANECK ETF TRUST 24,115.0 $1.8M 0.01% -3K -11.3% $75.45 +36.3%
552 GEN CALL GEN DIGITAL INC Technology 73,100.0 $1.8M 0.01% -44K -37.4% $24.89 +16.2%
553 ALK CALL ALASKA AIR GROUP INC Industrials 34,800.0 $1.8M 0.01% -42K -54.5% $52.20 -22.6%
554 CHD PUT CHURCH & DWIGHT CO INC Consumer Defensive 18,700.0 $1.8M 0.01% -100.0 -0.5% $96.88 +2.0%
555 CRWV PUT COREWEAVE INC Technology 18,200.0 $1.8M 0.01% -54K -74.7% $99.54 -11.7%
556 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 39,100.0 $1.8M 0.01% -31K -44.5% $46.19 +1.8%
557 TMUS PUT T-MOBILE US INC Communication Services 10,600.0 $1.8M 0.01% -8K -43.9% $167.73 +9.1%
558 RGLD CALL ROYAL GOLD INC Basic Materials 8,900.0 $1.8M 0.01% -4K -32.6% $199.61 +29.8%
559 LPLA PUT LPL FINL HLDGS INC Financial Services 6,300.0 $1.8M 0.01% -900.0 -12.5% $281.68 +28.3%
560 DASH CALL DOORDASH INC Communication Services 9,600.0 $1.8M 0.01% -10K -52.2% $184.53 +21.1%
Page 28 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%