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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 88 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 AMLX CALL AMYLYX PHARMACEUTICALS INC Healthcare 900.0 $16K -5K -85.7% $17.96 +120.8%
1742 CNR PUT CORE NATURAL RESOURCES INC Energy 200.0 $16K -11K -98.2% $80.02 +17.2%
1743 SANM SANMINA CORP Technology 63.0 $16K -1K -94.6% $253.08 -24.6%
1744 EXEL EXELIXIS INC Healthcare 291.0 $16K -613.0 -67.8% $54.41 -1.3%
1745 ES EVERSOURCE ENERGY Utilities 218.0 $16K -650.0 -74.9% $72.27 -0.2%
1746 FIGS FIGS INC Consumer Cyclical 1,526.0 $16K -571K -99.7% $10.23 +40.9%
1747 SCI CALL SERVICE CORP INTL Consumer Cyclical 200.0 $15K -2K -88.2% $75.96 +9.8%
1748 ACH ACCENDRA HEALTH INC Healthcare 4,279.0 $15K -8K -64.3% $3.42 -61.7%
1749 FSLR FIRST SOLAR INC Energy 61.0 $14K -6.0 -9.0% $235.97 -9.3%
1750 ROIV CALL ROIVANT SCIENCES LTD Healthcare 400.0 $14K -5K -92.3% $35.39 +4.1%
1751 AROC ARCHROCK INC Energy 345.0 $14K -106K -99.7% $40.71 -20.7%
1752 ARGX ARGENX SE Healthcare 15.0 $14K -36.0 -70.6% $927.80 +11.9%
1753 NTRA NATERA INC Healthcare 51.0 $14K -32K -99.8% $271.45 +19.7%
1754 AWK AMERICAN WTR WKS CO INC NEW Utilities 102.0 $13K -701.0 -87.3% $131.58 +4.3%
1755 HSY HERSHEY CO Consumer Defensive 75.0 $13K -3K -97.5% $175.45 +7.3%
1756 SLM CALL SLM CORP Financial Services 500.0 $13K -8K -94.0% $25.94 -0.3%
1757 P3 HEALTH PARTNERS INC 1,243,807.0 $13K -750K -37.6% $0.01
1758 SOC CALL SABLE OFFSHORE CORP Energy 4,100.0 $13K -18K -81.2% $3.08 +64.6%
1759 BGC BGC GROUP INC Financial Services 1,158.0 $12K -6K -84.4% $10.69 +1.8%
1760 BTI PUT BRITISH AMERN TOB PLC Consumer Defensive 200.0 $12K -23K -99.2% $61.76 -8.2%
Page 88 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%