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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 112 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 ARDT ARDENT HEALTH INC Healthcare 90,511.0 $891K 0.00% NEW $9.84 +14.1%
2222 SMTC PUT SEMTECH CORP Technology 5,500.0 $890K 0.00% +2K +66.7% $161.85 -11.9%
2223 CDE CALL COEUR MNG INC Basic Materials 54,500.0 $889K 0.00% -5K -8.2% $16.32 +35.6%
2224 KBH PUT KB HOME Consumer Cyclical 14,200.0 $889K 0.00% NEW $62.59 -11.4%
2225 CTAS CINTAS CORP Industrials 5,220.0 $888K 0.00% +3K +142.7% $170.08 +19.7%
2226 MPWR MONOLITHIC PWR SYS INC Technology 642.0 $887K 0.00% +349.0 +119.1% $1382.36 -5.2%
2227 TTMI TTM TECHNOLOGIES INC Technology 4,739.0 $886K 0.00% -128K -96.4% $187.02 -34.2%
2228 VITL CALL VITAL FARMS INC Consumer Defensive 76,200.0 $886K 0.00% -21K -21.8% $11.63 -10.3%
2229 SNA CALL SNAP ON INC Industrials 2,200.0 $885K 0.00% +300.0 +15.8% $402.40 -1.6%
2230 ENVX ENOVIX CORPORATION Industrials 145,820.0 $885K 0.00% +146K +10000.0% $6.07 -41.7%
2231 JKS CALL JINKOSOLAR HLDG CO LTD Energy 52,600.0 $884K 0.00% +42K +400.9% $16.80 -18.4%
2232 CALL ETSY INC 11,700.0 $881K 0.00% -8K -40.3% $75.33
2233 SWBI PUT SMITH & WESSON BRANDS INC Industrials 58,600.0 $881K 0.00% +19K +48.4% $15.04 -13.3%
2234 TBN TAMBORAN RES CORP Basic Materials 27,100.0 $881K 0.00% +19K +239.5% $32.51 +15.1%
2235 BEKE KE HLDGS INC Real Estate 60,300.0 $876K 0.00% NEW $14.53 +22.5%
2236 TECH PUT BIO-TECHNE CORP Healthcare 12,400.0 $876K 0.00% +5K +74.7% $70.65 +2.5%
2237 IBIO INC 500,375.0 $876K 0.00% +112K +28.8% $1.75
2238 SWK CALL STANLEY BLACK & DECKER INC Industrials 9,300.0 $875K 0.00% -2K -21.2% $94.12 +6.0%
2239 AMTM CALL AMENTUM HOLDINGS INC Industrials 42,300.0 $874K 0.00% +9K +27.0% $20.67 -0.8%
2240 CALL BIRKENSTOCK HOLDING PLC 20,300.0 $874K 0.00% +1K +6.8% $43.03
Page 112 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%