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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 85 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 UAMY PUT UNITED STATES ANTIMONY CORP Basic Materials 4,500.0 $33K -79K -94.6% $7.26 -24.4%
1682 FAST FASTENAL CO Industrials 669.0 $32K -20K -96.8% $48.03 +6.7%
1683 RUN CALL SUNRUN INC Energy 2,400.0 $32K -34K -93.3% $13.38 -31.5%
1684 DOCN DIGITALOCEAN HLDGS INC Technology 203.0 $32K -528.0 -72.2% $157.03 -26.4%
1685 CTVA CORTEVA INC Basic Materials 376.0 $32K -467.0 -55.4% $84.69 -3.4%
1686 BCC PUT BOISE CASCADE CO DEL Basic Materials 400.0 $31K -900.0 -69.2% $77.63 +6.2%
1687 CLSK CLEANSPARK INC Technology 2,129.0 $31K -150K -98.6% $14.55 -17.7%
1688 PRGO PERRIGO CO PLC Healthcare 2,926.0 $30K -15K -84.0% $10.39 +37.2%
1689 REPL REPLIMUNE GROUP INC Healthcare 2,729.0 $30K -69K -96.2% $11.07 +33.4%
1690 SOC SABLE OFFSHORE CORP Energy 9,704.0 $30K -9K -48.7% $3.08 +65.6%
1691 VMC PUT VULCAN MATLS CO Basic Materials 100.0 $30K -700.0 -87.5% $295.01 -6.4%
1692 TYGO TIGO ENERGY INC Energy 12,631.0 $29K -639K -98.1% $2.33 -53.2%
1693 GPI CALL GROUP 1 AUTOMOTIVE INC Consumer Cyclical 100.0 $29K -800.0 -88.9% $291.17 -10.1%
1694 TME TENCENT MUSIC ENTMT GROUP Communication Services 3,426.0 $29K -144K -97.7% $8.35 +5.4%
1695 PONY AI INC 4,078.0 $28K -2K -34.4% $6.95
1696 OMC OMNICOM GROUP INC Communication Services 384.0 $28K -1K -77.0% $72.83 +20.2%
1697 LKQ LKQ CORP Consumer Cyclical 1,030.0 $27K -25K -96.0% $26.33 -2.1%
1698 EVRG CALL EVERGY INC Utilities 300.0 $26K -6K -95.5% $86.43 -6.4%
1699 MTH CALL MERITAGE HOMES CORP Consumer Cyclical 300.0 $25K -2K -83.3% $83.85 -14.5%
1700 SSYS CALL STRATASYS LTD Technology 2,900.0 $25K -97K -97.1% $8.56 -7.7%
Page 85 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%