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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 127 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 AON PUT AON PLC Financial Services 1,900.0 $630K 0.00% -3K -60.4% $331.69 +6.7%
2522 PENN CALL PENN ENTERTAINMENT INC Consumer Cyclical 29,500.0 $630K 0.00% -32K -51.6% $21.36 -16.4%
2523 POWL PUT POWELL INDS INC Industrials 2,200.0 $630K 0.00% +2K +266.7% $286.36 -33.0%
2524 UGP ULTRAPAR PARTICIPACOES SA Energy 125,296.0 $629K 0.00% -57K -31.4% $5.02 +28.5%
2525 VSAT PUT VIASAT INC Technology 7,000.0 $629K 0.00% +5K +288.9% $89.81 -20.4%
2526 PUT LEIDOS HOLDINGS INC 6,100.0 $628K 0.00% +4K +281.2% $102.97
2527 PUT STUBHUB HLDGS INC 48,800.0 $628K 0.00% +39K +383.2% $12.87
2528 CALL BROWN FORMAN CORP 23,500.0 $626K 0.00% NEW $26.65
2529 CNM CORE & MAIN INC Industrials 12,958.0 $625K 0.00% -114K -89.8% $48.25 -10.1%
2530 CALL SMURFIT WESTROCK PLC 13,500.0 $625K 0.00% -45K -77.0% $46.26
2531 BANC BANC OF CALIFORNIA INC Financial Services 30,464.0 $622K 0.00% -354K -92.1% $20.43 -7.9%
2532 BRBR PUT BELLRING BRANDS INC Consumer Defensive 48,000.0 $621K 0.00% -29K -37.7% $12.94 -16.6%
2533 FVRR FIVERR INTL LTD Communication Services 60,177.0 $621K 0.00% -74K -55.1% $10.32 -8.2%
2534 AOS PUT SMITH A O CORP Industrials 9,900.0 $621K 0.00% +8K +518.8% $62.72 -0.4%
2535 SRPT SAREPTA THERAPEUTICS INC Healthcare 34,421.0 $619K 0.00% -254K -88.1% $17.97 +8.3%
2536 MEOH CALL METHANEX CORP Basic Materials 13,400.0 $618K 0.00% +12K +1388.9% $46.15 +23.4%
2537 GSL PUT GLOBAL SHIP LEASE INC Industrials 16,400.0 $617K 0.00% -40K -71.0% $37.60 +17.6%
2538 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 8,065.0 $616K 0.00% +4K +88.3% $76.40 +4.8%
2539 CALL ETORO GROUP LTD 15,600.0 $616K 0.00% -48K -75.5% $39.47
2540 INFINITE EAGLE ACQUISITION C 60,000.0 $615K 0.00% $10.25
Page 127 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%