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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 7 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DOX AMDOCS LTD Technology 216,629.0 $10.9M 0.04% -62K -22.1% $50.54 +20.5%
122 AMZN PUT AMAZON COM INC Consumer Cyclical 45,700.0 $10.9M 0.04% -25K -35.5% $238.34 +9.1%
123 Z ZILLOW GROUP INC Communication Services 342,391.0 $10.8M 0.04% -294K -46.2% $31.52 +13.3%
124 VST VISTRA CORP Utilities 67,495.0 $10.7M 0.04% -82K -54.8% $158.63 -12.4%
125 MKTX MARKETAXESS HLDGS INC Financial Services 94,002.0 $10.7M 0.04% -239K -71.8% $113.49 +42.7%
126 JBL JABIL INC Technology 27,264.0 $10.5M 0.04% -51K -65.2% $385.48 -17.9%
127 TXN PUT TEXAS INSTRS INC Technology 35,000.0 $10.4M 0.04% -9K -19.7% $298.07 -10.9%
128 SPSC SPS COMM INC Technology 180,335.0 $10.3M 0.04% -277K -60.6% $57.17 +38.9%
129 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,085,946.0 $10.2M 0.04% -79K -6.8% $9.39 +14.4%
130 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 25,013.0 $10.1M 0.04% -88K -77.9% $401.84 -0.8%
131 XOM PUT EXXON MOBIL CORP Energy 72,500.0 $9.9M 0.04% -13K -15.2% $136.72 +21.5%
132 MO CALL ALTRIA GROUP INC Consumer Defensive 137,300.0 $9.9M 0.04% -15K -10.0% $71.95 -7.0%
133 GROUPON INC 9,948,000.0 $9.8M 0.04% -302K -3.0% $0.99
134 GOOGL CALL ALPHABET INC Communication Services 27,500.0 $9.8M 0.04% -5K -15.6% $357.37 -4.7%
135 PANW CALL PALO ALTO NETWORKS INC Technology 28,700.0 $9.8M 0.04% -300.0 -1.0% $341.02 +2.5%
136 FDX FEDEX CORP Industrials 31,058.0 $9.7M 0.04% -77K -71.2% $313.13 +4.1%
137 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 82,500.0 $9.6M 0.03% -11K -11.9% $116.67 +49.1%
138 MRNA CALL MODERNA INC Healthcare 134,800.0 $9.4M 0.03% -170K -55.8% $70.03 +90.4%
139 WDC WESTERN DIGITAL CORP Technology 14,732.0 $9.4M 0.03% -34K -70.0% $638.72 -26.6%
140 ROKU ROKU INC Communication Services 67,916.0 $9.4M 0.03% -294K -81.2% $138.14 +13.7%
Page 7 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%