BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT CALL WALMART INC Consumer Defensive 146,500.0 $16.6M 0.06% -73K -33.2% $113.26 -8.1%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 34,641.0 $16.5M 0.06% -201K -85.3% $477.57 -13.0%
63 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 288,233.0 $16.5M 0.06% -76K -20.9% $57.22 +19.4%
64 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 187,971.0 $16.4M 0.06% -300K -61.4% $87.22 +3.7%
65 NVO PUT NOVO-NORDISK A S Healthcare 337,600.0 $16.2M 0.06% -90K -21.0% $47.94 -3.2%
66 JNJ PUT JOHNSON & JOHNSON Healthcare 63,600.0 $16.2M 0.06% -25K -28.0% $253.97 +6.4%
67 NIO INC 15,950,000.0 $16.0M 0.06% -5.0M -23.9% $1.01
68 LYV LIVE NATION ENTERTAINMENT IN Communication Services 86,847.0 $15.9M 0.06% -158K -64.5% $183.11 -0.1%
69 GS CALL GOLDMAN SACHS GROUP INC Financial Services 15,600.0 $15.8M 0.06% -6K -29.1% $1011.37 -0.1%
70 GH GUARDANT HEALTH INC Healthcare 104,527.0 $15.7M 0.06% -187K -64.2% $150.03 +13.1%
71 FIVE9 INC 17,500,000.0 $15.6M 0.06% -4.9M -21.8% $0.89
72 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 32,400.0 $15.5M 0.06% -6K -16.1% $477.57 -13.0%
73 FLR FLUOR CORP Industrials 295,209.0 $15.5M 0.06% -21K -6.5% $52.39 +0.5%
74 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 363,200.0 $15.4M 0.06% -97K -21.1% $42.34 +16.4%
75 PWP PERELLA WEINBERG PARTNERS Financial Services 960,597.0 $15.3M 0.06% -386K -28.6% $15.96 +1.0%
76 ABBV CALL ABBVIE INC Healthcare 60,800.0 $15.3M 0.06% -14K -18.6% $251.64 +5.2%
77 ATI ATI INC Industrials 77,381.0 $15.3M 0.06% -69K -47.0% $197.10 +7.3%
78 BE BLOOM ENERGY CORP Industrials 49,563.0 $15.0M 0.05% -157K -76.1% $302.70 -33.8%
79 XOM CALL EXXON MOBIL CORP Energy 107,600.0 $14.7M 0.05% -36K -25.3% $136.72 +22.5%
80 FIX COMFORT SYS USA INC Industrials 7,404.0 $14.7M 0.05% -1K -12.7% $1981.95 -15.7%
Page 4 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%