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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 108 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 NDAQ PUT NASDAQ INC Financial Services 12,500.0 $985K 0.00% +4K +50.6% $78.82 +26.2%
2142 CLS PUT CELESTICA INC Technology 2,700.0 $985K 0.00% -22K -89.2% $364.80 -15.8%
2143 CALL ICICI BANK LIMITED 33,900.0 $984K 0.00% -38K -52.6% $29.03
2144 BURL CALL BURLINGTON STORES INC Consumer Cyclical 3,100.0 $982K 0.00% +2K +158.3% $316.80 -0.9%
2145 DHT PUT DHT HOLDINGS INC Energy 59,200.0 $979K 0.00% -3K -5.1% $16.53 +10.8%
2146 RNG CALL RINGCENTRAL INC Technology 25,100.0 $978K 0.00% +10K +71.9% $38.98 +69.5%
2147 CAR PUT AVIS BUDGET GROUP INC Industrials 6,600.0 $976K 0.00% -3K -31.2% $147.83 -2.6%
2148 SLDE SLIDE INS HLDGS INC Financial Services 50,207.0 $973K 0.00% NEW $19.37 +20.5%
2149 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 3,800.0 $972K 0.00% -4K -53.7% $255.88 +30.3%
2150 DFTX DEFINIUM THERAPEUTICS INC Healthcare 20,643.0 $971K 0.00% -15K -41.8% $47.04 -7.0%
2151 GTLB PUT GITLAB INC Technology 31,600.0 $965K 0.00% -4K -12.5% $30.53 +35.3%
2152 PUT SOMNIGROUP INTERNATIONAL INC 12,300.0 $964K 0.00% -14K -52.3% $78.40
2153 JBL CALL JABIL INC Technology 2,500.0 $964K 0.00% -7K -72.8% $385.48 -19.3%
2154 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,535.0 $964K 0.00% +9K +212.6% $76.88 -3.4%
2155 MKC MCCORMICK & CO INC Consumer Defensive 19,089.0 $962K 0.00% +712.0 +3.9% $50.42 +9.3%
2156 CMCSA PUT COMCAST CORP NEW Communication Services 39,200.0 $962K 0.00% -15K -28.2% $24.55 +10.8%
2157 WD WALKER & DUNLOP INC Financial Services 17,587.0 $962K 0.00% -10K -36.8% $54.70 -26.3%
2158 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 12,900.0 $961K 0.00% $74.48 +6.6%
2159 GDDY CALL GODADDY INC Technology 11,300.0 $959K 0.00% -21K -65.2% $84.88 +12.6%
2160 JANX JANUX THERAPEUTICS INC Healthcare 62,338.0 $958K 0.00% -68K -52.3% $15.36 +23.0%
Page 108 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%