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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 119 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 ALGN CALL ALIGN TECHNOLOGY INC Healthcare 4,500.0 $759K 0.00% -2K -25.0% $168.66 -5.8%
2362 FIG CALL FIGMA INC Technology 41,900.0 $758K 0.00% -8K -15.7% $18.09 +69.3%
2363 CDE PUT COEUR MNG INC Basic Materials 46,400.0 $757K 0.00% -48K -50.9% $16.32 +36.1%
2364 BOX BOX INC Technology 28,498.0 $756K 0.00% NEW $26.54 +30.9%
2365 INTA INTAPP INC Technology 29,991.0 $756K 0.00% -39K -56.7% $25.21 +73.3%
2366 NOG CALL NORTHERN OIL & GAS INC Energy 41,600.0 $755K 0.00% +20K +91.7% $18.15 +43.7%
2367 EIX EDISON INTL Utilities 10,134.0 $754K 0.00% +10K +10000.0% $74.45 -1.0%
2368 SOUN CALL SOUNDHOUND AI INC Technology 116,600.0 $754K 0.00% -107K -47.9% $6.47 +11.6%
2369 FORM CALL FORMFACTOR INC Technology 4,700.0 $752K 0.00% +2K +113.6% $159.93 -31.1%
2370 CNI PUT CANADIAN NATL RY CO Industrials 6,300.0 $751K 0.00% +400.0 +6.8% $119.24 +6.1%
2371 QFIN QFIN HOLDINGS INC Financial Services 47,486.0 $751K 0.00% -398K -89.3% $15.81 -42.0%
2372 AXTI CALL AXT INC Technology 10,400.0 $750K 0.00% -20K -65.5% $72.08 -7.2%
2373 TARS TARSUS PHARMACEUTICALS INC Healthcare 11,906.0 $749K 0.00% -3K -21.6% $62.94 +14.3%
2374 TECH CALL BIO-TECHNE CORP Healthcare 10,600.0 $749K 0.00% +3K +37.7% $70.65 +2.6%
2375 AZO AUTOZONE INC Consumer Cyclical 233.0 $745K 0.00% +230.0 +7666.7% $3195.94 -8.2%
2376 GPC PUT GENUINE PARTS CO Consumer Cyclical 6,300.0 $743K 0.00% -700.0 -10.0% $117.98 +15.9%
2377 WEC WEC ENERGY GROUP INC Utilities 6,359.0 $743K 0.00% +844.0 +15.3% $116.77 -9.0%
2378 TTAN PUT SERVICETITAN INC Technology 10,500.0 $742K 0.00% +6K +133.3% $70.71 +42.3%
2379 ARGX PUT ARGENX SE Healthcare 800.0 $742K 0.00% +100.0 +14.3% $927.77 +14.1%
2380 HCA PUT HCA HEALTHCARE INC Healthcare 1,900.0 $741K 0.00% +900.0 +90.0% $389.89 +7.6%
Page 119 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%