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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 113 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 ARDX ARDELYX INC Healthcare 171,014.0 $872K 0.00% NEW $5.10 -24.6%
2242 XLE SELECT SECTOR SPDR TR 16,417.0 $872K 0.00% +16K +2145.8% $53.11 +16.6%
2243 LAD PUT LITHIA MTRS INC Consumer Cyclical 3,000.0 $871K 0.00% NEW $290.49 +27.8%
2244 SPGI S&P GLOBAL INC Financial Services 2,134.0 $869K 0.00% -2K -53.4% $407.26 +7.4%
2245 M PUT MACYS INC Consumer Cyclical 36,900.0 $869K 0.00% +13K +56.4% $23.55 -3.9%
2246 RNGR RANGER ENERGY SVCS INC Energy 54,241.0 $868K 0.00% +27K +100.6% $16.01 +0.4%
2247 GLOB CALL GLOBANT S A Technology 30,000.0 $868K 0.00% +15K +105.5% $28.94 +38.5%
2248 UPS UNITED PARCEL SVCS INC Industrials 8,075.0 $868K 0.00% +7K +621.0% $107.50 -1.4%
2249 GTLB CALL GITLAB INC Technology 28,400.0 $867K 0.00% -20K -41.6% $30.53 +42.7%
2250 PSTG PUT EVERPURE INC 11,000.0 $867K 0.00% +3K +30.9% $78.79
2251 ABVX PUT ABIVAX SA Healthcare 6,500.0 $866K 0.00% +2K +35.4% $133.26 -12.7%
2252 BROS DUTCH BROS INC Consumer Cyclical 12,051.0 $865K 0.00% -114K -90.4% $71.81 -29.0%
2253 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 1,400.0 $864K 0.00% -900.0 -39.1% $616.84 -21.2%
2254 HIMS HIMS & HERS HEALTH INC Healthcare 24,878.0 $863K 0.00% -301K -92.4% $34.67 -11.3%
2255 PLAY PUT DAVE & BUSTERS ENTMT INC Communication Services 75,300.0 $858K 0.00% +2K +3.0% $11.40 -19.2%
2256 BEN CALL FRANKLIN RESOURCES INC Financial Services 25,800.0 $858K 0.00% -92K -78.0% $33.27 +5.8%
2257 AVAV CALL AEROVIRONMENT INC Industrials 5,200.0 $858K 0.00% -800.0 -13.3% $165.07 -9.4%
2258 VOR VOR BIOPHARMA INC Healthcare 46,612.0 $858K 0.00% NEW $18.41 +28.4%
2259 EGO ELDORADO GOLD CORP NEW Basic Materials 27,561.0 $857K 0.00% +2K +7.4% $31.09 +53.7%
2260 CMI PUT CUMMINS INC Industrials 1,200.0 $856K 0.00% -7K -85.4% $713.21 -19.7%
Page 113 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%