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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 6 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS CALL MORGAN STANLEY Financial Services 59,100.0 $12.4M 0.04% -2K -2.8% $209.04 +0.5%
102 MKSI MKS INC. Technology 27,616.0 $12.3M 0.04% -52K -65.1% $444.80 -37.3%
103 SNDK CALL SANDISK CORP Technology 5,400.0 $12.3M 0.04% -1K -16.9% $2273.73 -30.4%
104 AMAT CALL APPLIED MATLS INC Technology 16,800.0 $12.1M 0.04% -39K -69.8% $723.00 -32.0%
105 UCTT ULTRA CLEAN HLDGS INC Technology 85,088.0 $12.1M 0.04% -2K -2.7% $142.59 -48.5%
106 ORCL ORACLE CORP Technology 82,466.0 $12.1M 0.04% -100K -54.8% $146.55 -3.6%
107 WFC PUT WELLS FARGO & CO Financial Services 139,600.0 $11.5M 0.04% -69K -33.1% $82.64 +2.4%
108 HYG PUT ISHARES TR 143,600.0 $11.5M 0.04% -144K -50.1% $79.97 -0.6%
109 GOOGL PUT ALPHABET INC Communication Services 31,900.0 $11.4M 0.04% -16K -32.7% $357.37 -4.7%
110 JPM PUT JPMORGAN CHASE & CO Financial Services 34,700.0 $11.4M 0.04% -20K -37.1% $327.33 +7.9%
111 ORCL PUT ORACLE CORP Technology 76,800.0 $11.3M 0.04% -32K -29.1% $146.55 -3.6%
112 BBY BEST BUY INC Consumer Cyclical 147,489.0 $11.2M 0.04% -116K -44.0% $75.88 +13.7%
113 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 193,400.0 $11.1M 0.04% -63K -24.6% $57.62 +15.0%
114 SBAC SBA COMMUNICATIONS CORP Real Estate 63,135.0 $11.1M 0.04% -41K -39.6% $176.46 +2.9%
115 GS PUT GOLDMAN SACHS GROUP INC Financial Services 10,900.0 $11.0M 0.04% -11K -50.9% $1011.37 -0.5%
116 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 98,338.0 $11.0M 0.04% -105K -51.7% $111.79 -6.7%
117 CNR CORE NATURAL RESOURCES INC Energy 137,372.0 $11.0M 0.04% -44K -24.1% $80.02 +16.8%
118 GM CALL GENERAL MTRS CO Consumer Cyclical 142,400.0 $11.0M 0.04% -59K -29.3% $77.08 +11.1%
119 INSP INSPIRE MED SYS INC Healthcare 245,763.0 $11.0M 0.04% -113K -31.4% $44.61 +35.6%
120 CRWD CROWDSTRIKE HLDGS INC Technology 14,355.0 $11.0M 0.04% -23K -62.0% $190.78 +1.2%
Page 6 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%