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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 102 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 7,810.0 $1.1M 0.00% NEW $142.41 -9.9%
2022 STLA STELLANTIS N.V Consumer Cyclical 193,086.0 $1.1M 0.00% +177K +1130.7% $5.74 -10.3%
2023 IDR IDAHO STRATEGIC RESOURCES Basic Materials 33,775.0 $1.1M 0.00% NEW $32.75 +0.9%
2024 MPWR PUT MONOLITHIC PWR SYS INC Technology 800.0 $1.1M 0.00% -300.0 -27.3% $1382.36 -5.7%
2025 LHX PUT L3HARRIS TECHNOLOGIES INC Industrials 3,800.0 $1.1M 0.00% -6K -62.4% $290.59 -9.5%
2026 IDCC PUT INTERDIGITAL INC Technology 3,900.0 $1.1M 0.00% +1K +39.3% $283.13 +21.6%
2027 HWM PUT HOWMET AEROSPACE INC Industrials 4,100.0 $1.1M 0.00% -5K -55.4% $268.86 +0.2%
2028 BUR BURFORD CAPITAL LIMITED Financial Services 268,803.0 $1.1M 0.00% NEW $4.10 +5.9%
2029 HMC HONDA MOTOR CO LTD Consumer Cyclical 40,559.0 $1.1M 0.00% +11K +39.5% $27.11 +15.9%
2030 QXO CALL QXO INC Industrials 63,500.0 $1.1M 0.00% +23K +58.4% $17.28 -18.9%
2031 AES CALL AES CORP Utilities 74,600.0 $1.1M 0.00% -55K -42.4% $14.66 +0.5%
2032 DHI PUT D R HORTON INC Consumer Cyclical 6,700.0 $1.1M 0.00% +400.0 +6.3% $162.88 -8.4%
2033 UNM UNUM GROUP Financial Services 12,195.0 $1.1M 0.00% +5K +74.4% $89.40 +2.4%
2034 DAC PUT DANAOS CORPORATION Industrials 8,900.0 $1.1M 0.00% -1K -11.0% $122.37 +20.8%
2035 TWLO TWILIO INC Communication Services 5,278.0 $1.1M 0.00% -38K -87.8% $206.33 +10.7%
2036 RFIL RF INDS LTD Industrials 51,333.0 $1.1M 0.00% -20K -27.6% $21.21 -50.1%
2037 GWW CALL WW GRAINGER INC Industrials 800.0 $1.1M 0.00% -900.0 -52.9% $1360.40 -1.8%
2038 MTCH CALL MATCH GROUP INC NEW Communication Services 28,600.0 $1.1M 0.00% +10K +49.7% $38.05 +10.6%
2039 PHG PUT KONINKLIJKE PHILIPS N V Healthcare 40,000.0 $1.1M 0.00% NEW $27.19 -0.7%
2040 SATS PUT ECHOSTAR CORP Technology 10,700.0 $1.1M 0.00% -9K -45.1% $101.50 -15.9%
Page 102 of 234  ·  4,674 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%