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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 114 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 LVS PUT LAS VEGAS SANDS CORP Consumer Cyclical 18,500.0 $855K 0.00% -26K -58.5% $46.19 -3.1%
2262 KEEL PUT KEEL INFRASTRUCTURE CORP Technology 148,700.0 $854K 0.00% NEW $5.74 -37.1%
2263 RNAC CARTESIAN THERAPEUTICS INC Healthcare 81,828.0 $853K 0.00% NEW $10.42 -3.9%
2264 THO CALL THOR INDS INC Consumer Cyclical 11,300.0 $849K 0.00% +11K +3666.7% $75.16 +2.2%
2265 AXIA ENERGIA SA 80,338.0 $848K 0.00% +56K +230.9% $10.56
2266 DE DEERE & CO Industrials 1,334.0 $846K 0.00% -2K -56.9% $634.33 -1.5%
2267 MET CALL METLIFE INC Financial Services 10,000.0 $846K 0.00% +1K +11.1% $84.61 +13.8%
2268 TGTX PUT TG THERAPEUTICS INC Healthcare 15,400.0 $846K 0.00% -11K -42.3% $54.94 -0.0%
2269 FLS PUT FLOWSERVE CORP Industrials 11,400.0 $845K 0.00% -8K -41.2% $74.16 +10.6%
2270 GRAB PUT GRAB HOLDINGS LIMITED Technology 224,200.0 $845K 0.00% -72K -24.3% $3.77 -4.9%
2271 TAC TRANSALTA CORP Utilities 61,050.0 $844K 0.00% NEW $13.83 -9.1%
2272 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 2,100.0 $844K 0.00% +2K +950.0% $401.84 -0.9%
2273 MHO M/I HOMES INC Consumer Cyclical 5,244.0 $843K 0.00% -1K -19.5% $160.79 -5.5%
2274 OLLI PUT OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 10,900.0 $838K 0.00% +7K +172.5% $76.88 -6.3%
2275 TAP CALL MOLSON COORS BEVERAGE CO Consumer Defensive 21,500.0 $838K 0.00% +5K +28.0% $38.96 +7.7%
2276 PUT AMCOR PLC 19,300.0 $837K 0.00% -39K -66.7% $43.35
2277 FRD FRIEDMAN INDS INC Basic Materials 25,969.0 $836K 0.00% NEW $32.18 +38.4%
2278 SGHC PUT SUPER GROUP SGHC LIMITED Consumer Cyclical 61,600.0 $835K 0.00% +46K +297.4% $13.55 +1.5%
2279 BTU CALL PEABODY ENGR CORP Energy 36,100.0 $835K 0.00% -28K -43.5% $23.12 +23.9%
2280 NEXT PUT NEXTDECADE CORP Energy 110,400.0 $832K 0.00% -50K -31.3% $7.54 -1.4%
Page 114 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%