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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 69 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 BILL CALL BILL HOLDINGS INC Technology 5,200.0 $188K 0.00% -17K -76.8% $36.16 +32.2%
1362 PUT SPIRE GLOBAL INC 10,100.0 $188K 0.00% -400.0 -3.8% $18.60
1363 LIN LINDE PLC Basic Materials 362.0 $188K 0.00% -118K -99.7% $518.94 -6.0%
1364 REGN PUT REGENERON PHARMACEUTICALS Healthcare 300.0 $187K 0.00% -200.0 -40.0% $623.54 +33.8%
1365 MGY CALL MAGNOLIA OIL & GAS CORP Energy 7,300.0 $187K 0.00% -200.0 -2.7% $25.58 +10.0%
1366 OKLO OKLO INC Utilities 3,561.0 $186K 0.00% -19K -84.0% $52.33 -19.6%
1367 MEDP MEDPACE HLDGS INC Healthcare 351.0 $186K 0.00% -6K -94.2% $529.59 +17.2%
1368 GEV GE VERNOVA INC Utilities 158.0 $186K 0.00% -21K -99.2% $1174.86 -18.6%
1369 SMPL PUT SIMPLY GOOD FOODS CO Consumer Defensive 13,900.0 $185K 0.00% -4K -20.6% $13.28 -18.1%
1370 BTU PEABODY ENGR CORP Energy 7,958.0 $184K 0.00% -187K -95.9% $23.12 +19.4%
1371 CME CME GROUP INC Financial Services 832.0 $184K 0.00% -64K -98.7% $220.83 +24.5%
1372 FSM CALL FORTUNA MNG CORP Basic Materials 21,600.0 $183K 0.00% -5K -20.0% $8.45 +42.8%
1373 MED CALL MEDIFAST INC Consumer Cyclical 17,200.0 $182K 0.00% -39K -69.2% $10.61 +12.6%
1374 ALGM ALLEGRO MICROSYSTEMS INC Technology 2,595.0 $181K 0.00% -128K -98.0% $69.62 -46.6%
1375 VNOM VIPER ENERGY INC Energy 4,247.0 $180K 0.00% -4K -47.2% $42.40 +6.8%
1376 SJM PUT SMUCKER J M CO Consumer Defensive 1,600.0 $180K 0.00% -31K -95.1% $112.50 +10.5%
1377 GSAT PUT GLOBALSTAR INC Communication Services 2,200.0 $179K 0.00% -8K -79.2% $81.29 +1.3%
1378 CTVA PUT CORTEVA INC Basic Materials 2,100.0 $178K 0.00% -36K -94.5% $84.69 -3.4%
1379 TERRESTRIAL ENERGY INC 52,616.0 $178K 0.00% -87K -62.4% $3.38
1380 GXO PUT GXO LOGISTICS INCORPORATED Industrials 3,500.0 $177K 0.00% -4K -54.0% $50.70 -9.8%
Page 69 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%