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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 109 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 QSR PUT RESTAURANT BRANDS INTL INC Consumer Cyclical 13,200.0 $957K 0.00% +200.0 +1.5% $72.51 +9.3%
2162 RMBS CALL RAMBUS INC DEL Technology 7,200.0 $956K 0.00% +1K +24.1% $132.74 -32.2%
2163 M MACYS INC Consumer Cyclical 40,576.0 $956K 0.00% -101K -71.4% $23.55 -3.1%
2164 TOL PUT TOLL BROTHERS INC Consumer Cyclical 5,800.0 $956K 0.00% -800.0 -12.1% $164.75 -10.0%
2165 RHI CALL ROBERT HALF INC. Industrials 31,100.0 $955K 0.00% +30K +2292.3% $30.70 +45.1%
2166 SO SOUTHERN CO Utilities 9,971.0 $954K 0.00% -206K -95.4% $95.71 -6.2%
2167 REAL ASSET ACQUISITION CORP 263,301.0 $953K 0.00% +25K +10.5% $3.62
2168 NNE NANO NUCLEAR ENERGY INC Industrials 45,079.0 $953K 0.00% -3K -6.5% $21.14 -12.5%
2169 EFX CALL EQUIFAX INC Industrials 6,000.0 $952K 0.00% +600.0 +11.1% $158.72 +20.1%
2170 PUT CRH PLC 8,900.0 $952K 0.00% -16K -64.7% $107.00
2171 NEM NEWMONT CORP Basic Materials 10,189.0 $952K 0.00% -304.0 -2.9% $93.40 +40.9%
2172 GFI PUT GOLD FIELDS LTD Basic Materials 28,300.0 $951K 0.00% -8K -22.0% $33.59 +42.4%
2173 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3,155.0 $950K 0.00% +516.0 +19.6% $301.03 -20.6%
2174 PCAR PUT PACCAR INC Industrials 7,900.0 $949K 0.00% -100.0 -1.2% $120.12 +7.6%
2175 INSM CALL INSMED INC Healthcare 8,900.0 $949K 0.00% -14K -61.5% $106.62 +16.7%
2176 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 32,100.0 $948K 0.00% +23K +237.9% $29.54 -3.5%
2177 GFS PUT GLOBALFOUNDRIES INC Technology 11,500.0 $948K 0.00% -32K -73.7% $82.41 -44.6%
2178 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 91,645.0 $945K 0.00% $10.31 +0.7%
2179 BCO PUT BRINKS CO Industrials 10,000.0 $945K 0.00% NEW $94.49 +18.0%
2180 CDW CALL CDW CORP Technology 6,700.0 $942K 0.00% +4K +179.2% $140.64 +0.6%
Page 109 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%