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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 131 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2601 MAKO MNG CORP 77,456.0 $566K 0.00% NEW $7.31
2602 PUT ICICI BANK LIMITED 19,500.0 $566K 0.00% -18K -47.6% $29.03
2603 CVNA CARVANA CO Consumer Cyclical 8,597.0 $566K 0.00% +9K +10000.0% $65.82 +12.4%
2604 CTSH PUT COGNIZANT TECHNOLOGY SOLUTIO Technology 14,600.0 $565K 0.00% -11K -42.3% $38.73 +60.3%
2605 AYI PUT ACUITY INC Industrials 1,500.0 $565K 0.00% +700.0 +87.5% $376.66 -9.4%
2606 SVM PUT SILVERCORP METALS INC Basic Materials 55,900.0 $565K 0.00% -64K -53.6% $10.10 +29.4%
2607 RZLT REZOLUTE INC Healthcare 108,554.0 $564K 0.00% NEW $5.20 -3.1%
2608 GLOB PUT GLOBANT S A Technology 19,500.0 $564K 0.00% +8K +65.2% $28.94 +34.0%
2609 ED PUT CONSOLIDATED EDISON INC Utilities 5,100.0 $564K 0.00% -22K -81.5% $110.63 -2.3%
2610 QDEL CALL QUIDELORTHO CORP Healthcare 32,200.0 $564K 0.00% -3K -7.7% $17.52 -14.9%
2611 ALGM PUT ALLEGRO MICROSYSTEMS INC Technology 8,100.0 $564K 0.00% +5K +153.1% $69.62 -47.0%
2612 THO PUT THOR INDS INC Consumer Cyclical 7,500.0 $564K 0.00% +7K +2400.0% $75.16 +3.6%
2613 CALL TECHNIPFMC PLC 8,500.0 $564K 0.00% -2K -19.8% $66.30
2614 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 9,316.0 $561K 0.00% +6K +223.8% $60.22 +23.8%
2615 CCJ CAMECO CORP Energy 5,504.0 $561K 0.00% NEW $101.86 +5.4%
2616 PUT FLAGSTAR BANK NATIONAL ASSOC 37,500.0 $560K 0.00% +300.0 +0.8% $14.94
2617 BDX PUT BECTON DICKINSON & CO Healthcare 3,700.0 $560K 0.00% +1K +48.0% $151.33 +25.7%
2618 BFLY BUTTERFLY NETWORK INC Healthcare 66,239.0 $558K 0.00% NEW $8.42 +2.6%
2619 GXO CALL GXO LOGISTICS INCORPORATED Industrials 11,000.0 $558K 0.00% +8K +233.3% $50.70 -5.3%
2620 GIS GENERAL MILLS INC Consumer Defensive 16,014.0 $557K 0.00% -76K -82.6% $34.80 +15.2%
Page 131 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%