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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 71 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CMPS PUT COMPASS PATHWAYS PLC Healthcare 11,600.0 $164K 0.00% -4K -27.5% $14.15 -5.8%
1402 HP CALL HELMERICH & PAYNE INC Energy 5,000.0 $164K 0.00% -2K -29.6% $32.74 +33.0%
1403 LUMN LUMEN TECHNOLOGIES INC Communication Services 21,277.0 $163K 0.00% -416K -95.1% $7.68 -22.7%
1404 TBCH CALL TURTLE BEACH CORP Technology 13,100.0 $163K 0.00% -10K -42.5% $12.45 +1.7%
1405 MGY PUT MAGNOLIA OIL & GAS CORP Energy 6,300.0 $161K 0.00% -200.0 -3.1% $25.58 +10.0%
1406 OGN PUT ORGANON & CO Healthcare 11,900.0 $161K 0.00% -45K -79.2% $13.54 +1.6%
1407 BTU PUT PEABODY ENGR CORP Energy 6,900.0 $160K 0.00% -18K -72.0% $23.12 +19.4%
1408 ULCC PUT FRONTIER GROUP HLDGS INC Industrials 20,100.0 $159K 0.00% -4K -17.3% $7.91 -24.7%
1409 ITT CALL ITT INC Industrials 800.0 $158K 0.00% -700.0 -46.7% $197.76 +5.2%
1410 PTEN PATTERSON-UTI ENERGY INC Energy 17,223.0 $158K 0.00% -295K -94.5% $9.18 +34.4%
1411 STANDARDAERO INC 5,259.0 $157K 0.00% -8K -59.3% $29.91
1412 UCTT PUT ULTRA CLEAN HLDGS INC Technology 1,100.0 $157K 0.00% -3K -75.6% $142.59 -46.4%
1413 NVAX NOVAVAX INC Healthcare 16,579.0 $156K 0.00% -21K -56.3% $9.42 -5.1%
1414 SSYS PUT STRATASYS LTD Technology 18,200.0 $156K 0.00% -13K -41.1% $8.56 -7.7%
1415 KMT KENNAMETAL INC Industrials 4,444.0 $156K 0.00% -101K -95.8% $35.05 -14.5%
1416 OR PUT OR ROYALTIES INC. Basic Materials 4,900.0 $155K 0.00% -19K -79.3% $31.63 +14.1%
1417 GILD GILEAD SCIENCES INC Healthcare 1,222.0 $154K 0.00% -150K -99.2% $126.34 +15.7%
1418 CFG PUT CITIZENS FINL GROUP INC Financial Services 2,200.0 $154K 0.00% -8K -78.4% $70.07 -0.3%
1419 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 1,700.0 $153K 0.00% -7K -80.2% $90.01 +21.1%
1420 VAC PUT MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 1,500.0 $153K 0.00% -5K -77.9% $101.88 +10.5%
Page 71 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%