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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 128 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 NRG PUT NRG ENERGY INC Utilities 4,200.0 $613K 0.00% -100.0 -2.3% $146.06 -20.5%
2542 TFC PUT TRUIST FINL CORP Financial Services 12,300.0 $613K 0.00% -38K -75.5% $49.82 +1.7%
2543 PAR PUT PAR TECHNOLOGY CORP Technology 35,100.0 $611K 0.00% +800.0 +2.3% $17.42 +13.0%
2544 TRP CALL TC ENERGY CORP Energy 9,200.0 $610K 0.00% +2K +33.3% $66.29 -5.2%
2545 TAK CALL TAKEDA PHARMACEUTICAL CO LTD Healthcare 38,000.0 $609K 0.00% +34K +763.6% $16.03 +13.7%
2546 IBB ISHARES TR 3,202.0 $609K 0.00% NEW $190.19 +13.2%
2547 NXT PUT NEXTPOWER INC Technology 5,100.0 $608K 0.00% -10K -66.5% $119.14 -26.8%
2548 HIMX CALL HIMAX TECHNOLOGIES INC Technology 39,600.0 $607K 0.00% +39K +10000.0% $15.34 -9.8%
2549 AIP CALL ARTERIS INC Technology 12,500.0 $607K 0.00% -18K -59.5% $48.59 -53.1%
2550 SMG PUT SCOTTS MIRACLE-GRO CO Basic Materials 8,900.0 $606K 0.00% +1K +17.1% $68.11 -9.9%
2551 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 27,200.0 $606K 0.00% -206K -88.3% $22.27 +4.3%
2552 OLN CALL OLIN CORP Basic Materials 30,500.0 $605K 0.00% -52K -63.1% $19.82 -11.6%
2553 MCK PUT MCKESSON CORP Healthcare 800.0 $604K 0.00% -1K -55.6% $755.60 +18.7%
2554 CHURCHILL CAP CORP XI 33,500.0 $603K 0.00% -66K -66.5% $18.00
2555 BAX CALL BAXTER INTL INC Healthcare 28,200.0 $601K 0.00% -70K -71.4% $21.32 +24.3%
2556 CCOI PUT COGENT COMM HOLDINGS INC Communication Services 43,300.0 $601K 0.00% NEW $13.88 -27.6%
2557 BB BLACKBERRY LTD Technology 47,450.0 $600K 0.00% -2.8M -98.3% $12.65 -38.4%
2558 TDW PUT TIDEWATER INC NEW Energy 9,000.0 $600K 0.00% +3K +50.0% $66.63 +33.3%
2559 THC PUT TENET HEALTHCARE CORP Healthcare 3,200.0 $599K 0.00% +2K +113.3% $187.08 +46.6%
2560 NTR PUT NUTRIEN LTD Basic Materials 9,500.0 $598K 0.00% +800.0 +9.2% $62.95 +16.9%
Page 128 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%