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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 12 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HOOD CALL ROBINHOOD MKTS INC Financial Services 220,600.0 $22.1M 0.08% +150K +213.3% $100.28 -8.7%
222 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 123,700.0 $22.0M 0.08% +123K +10000.0% $178.24 +16.8%
223 LIBERTY MEDIA CORP DEL 231,128.0 $22.0M 0.08% +199K +619.9% $95.14
224 UBER TECHNOLOGIES INC 19,000,000.0 $22.0M 0.08% NEW $1.16
225 NEBIUS GROUP N.V. 79,504.0 $22.0M 0.08% +42K +114.5% $276.17
226 META CALL META PLATFORMS INC Communication Services 38,700.0 $21.8M 0.08% -62K -61.6% $563.29 -3.5%
227 DROPBOX INC 21,500,000.0 $21.8M 0.08% NEW $1.01
228 KMPR KEMPER CORP Financial Services 805,220.0 $21.7M 0.08% +480K +147.6% $26.96 -2.8%
229 GATX GATX CORP Industrials 122,415.0 $21.7M 0.08% -9K -7.1% $177.19 +0.6%
230 CHKP CHECK POINT SOFTWARE TECH LT Technology 165,000.0 $21.7M 0.08% NEW $131.43 -0.9%
231 JD.COM INC 22,000,000.0 $21.6M 0.08% NEW $0.98
232 PNR PENTAIR PLC Industrials 282,180.0 $21.6M 0.08% +232K +458.8% $76.66 -17.1%
233 MA PUT MASTERCARD INCORPORATED Financial Services 42,100.0 $21.6M 0.08% -16K -27.0% $513.60 +11.8%
234 JPM CALL JPMORGAN CHASE & CO Financial Services 65,600.0 $21.5M 0.08% +39K +143.0% $327.33 +11.0%
235 RB GLOBAL INC 183,148.0 $21.3M 0.08% -158K -46.3% $116.45
236 C CALL CITIGROUP INC Financial Services 152,100.0 $21.3M 0.08% +81K +113.9% $139.96 -1.7%
237 GSK GSK PLC Healthcare 402,472.0 $21.1M 0.07% +29K +7.9% $52.42 -2.4%
238 LSTR LANDSTAR SYS INC Industrials 101,750.0 $21.0M 0.07% +16K +18.5% $206.81 -10.0%
239 VYX NCR VOYIX CORPORATION Technology 25,824.0 $21.0M 0.07% NEW $814.54 -99.1%
240 DEXCOM INC 22,524,000.0 $21.0M 0.07% +7.5M +50.2% $0.93
Page 12 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%