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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 29 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 KR KROGER CO Consumer Defensive 31,894.0 $1.8M 0.01% -147K -82.2% $55.53 +4.3%
562 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 19,300.0 $1.8M 0.01% -32K -62.6% $91.68 -0.7%
563 INCY CALL INCYTE CORP Healthcare 15,600.0 $1.8M 0.01% -6K -28.4% $113.36 +12.7%
564 TTAN CALL SERVICETITAN INC Technology 24,800.0 $1.8M 0.01% -200.0 -0.8% $70.71 +34.2%
565 APP PUT APPLOVIN CORP Technology 3,400.0 $1.8M 0.01% -3K -45.2% $515.23 -40.7%
566 STLD PUT STEEL DYNAMICS INC Basic Materials 7,600.0 $1.7M 0.01% -18K -70.9% $229.46 -0.3%
567 DNTH DIANTHUS THERAPEUTICS INC Healthcare 17,881.0 $1.7M 0.01% -136K -88.4% $97.48 +14.0%
568 MT CALL ARCELORMITTAL SA LUXEMBOURG Basic Materials 28,900.0 $1.7M 0.01% -40K -58.0% $60.22 +19.9%
569 KR PUT KROGER CO Consumer Defensive 31,300.0 $1.7M 0.01% -51K -62.0% $55.53 +4.3%
570 SGHC CALL SUPER GROUP SGHC LIMITED Consumer Cyclical 128,200.0 $1.7M 0.01% -13K -9.3% $13.55 -1.8%
571 ONON PUT ON HLDG AG Consumer Cyclical 49,000.0 $1.7M 0.01% -16K -24.3% $35.42 -15.2%
572 IOT SAMSARA INC Technology 53,487.0 $1.7M 0.01% -57K -51.6% $32.43 +23.2%
573 ABVX CALL ABIVAX SA Healthcare 13,000.0 $1.7M 0.01% -5K -28.2% $133.26 -13.7%
574 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 52,800.0 $1.7M 0.01% -209K -79.8% $32.73 -2.1%
575 DHI CALL D R HORTON INC Consumer Cyclical 10,600.0 $1.7M 0.01% -9K -46.2% $162.88 -8.9%
576 XEL CALL XCEL ENERGY INC Utilities 21,500.0 $1.7M 0.01% -24K -52.6% $80.30 -5.0%
577 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 43,400.0 $1.7M 0.01% -78K -64.3% $39.50 +30.1%
578 LQD PUT ISHARES TR 15,700.0 $1.7M 0.01% -100.0 -0.6% $109.07 -2.9%
579 CSGP CALL COSTAR GROUP INC Real Estate 60,300.0 $1.7M 0.01% -5K -7.2% $28.32 +13.9%
580 ATO CALL ATMOS ENERGY CORP Utilities 9,900.0 $1.7M 0.01% -3K -23.9% $172.27 -3.1%
Page 29 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%