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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 75 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 300.0 $121K -400.0 -57.1% $401.84 +1.1%
1482 BRBR CALL BELLRING BRANDS INC Consumer Defensive 9,300.0 $120K -48K -83.8% $12.94 -21.3%
1483 NAT NORDIC AMERICAN TANKERS LIMI Industrials 21,721.0 $120K -277K -92.7% $5.54 +25.8%
1484 SDGR PUT SCHRODINGER INC Healthcare 7,300.0 $119K -7K -50.3% $16.25 +21.3%
1485 ABCL PUT ABCELLERA BIOLOGICS INC Healthcare 15,100.0 $119K -2K -10.1% $7.85 +44.2%
1486 RH RH Consumer Cyclical 719.0 $118K -19K -96.4% $164.73 -7.0%
1487 ERO PUT ERO COPPER CORP Basic Materials 4,400.0 $118K -32K -87.9% $26.75 +47.4%
1488 HIMX HIMAX TECHNOLOGIES INC Technology 7,622.0 $117K -8K -52.6% $15.34 -10.1%
1489 MOS MOSAIC CO Basic Materials 5,434.0 $115K -224K -97.6% $21.19 +15.2%
1490 VTRS VIATRIS INC Healthcare 7,228.0 $115K -41K -85.0% $15.88 +2.8%
1491 BBIO BRIDGEBIO PHARMA INC Healthcare 1,535.0 $114K -227K -99.3% $74.48 +9.4%
1492 ACLS CALL AXCELIS TECHNOLOGIES INC Technology 600.0 $114K -3K -81.8% $189.45 -32.9%
1493 GRND CALL GRINDR INC Technology 7,900.0 $114K -11K -58.0% $14.37 +8.1%
1494 OLN PUT OLIN CORP Basic Materials 5,700.0 $113K -37K -86.7% $19.82 -7.2%
1495 PCVX VAXCYTE INC Healthcare 1,942.0 $113K -49K -96.2% $58.13 +7.7%
1496 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,418.0 $113K -3K -70.8% $79.54 +42.5%
1497 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 13,500.0 $113K -160K -92.2% $8.35 +5.4%
1498 ARCB ARCBEST CORP Industrials 772.0 $111K -25K -97.1% $143.54 -2.2%
1499 CALL VENTURE GLOBAL INC 9,900.0 $110K -169K -94.5% $11.13
1500 NVMI PUT NOVA LTD Technology 200.0 $109K -500.0 -71.4% $542.94 -30.6%
Page 75 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%