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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 133 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 FLUTTER ENTMT PLC 5,349.0 $547K 0.00% +2K +67.5% $102.17
2642 UGI CALL UGI CORP NEW Utilities 15,800.0 $546K 0.00% NEW $34.54 +11.4%
2643 FROG PUT JFROG LTD Technology 6,000.0 $545K 0.00% +5K +757.1% $90.88 +2.1%
2644 ESNT ESSENT GROUP LTD Financial Services 8,473.0 $545K 0.00% -178K -95.5% $64.28 +8.2%
2645 AEO PUT AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 31,600.0 $544K 0.00% -6K -16.4% $17.20 +2.2%
2646 PPC CALL PILGRIMS PRIDE CORP Consumer Defensive 19,300.0 $543K 0.00% +18K +1830.0% $28.11 +11.3%
2647 PUT FTAI AVIATION LTD 2,000.0 $541K 0.00% +500.0 +33.3% $270.53
2648 CCEP PUT COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 5,400.0 $540K 0.00% +5K +980.0% $100.07 +8.9%
2649 BLDP BALLARD PWR SYS INC NEW Industrials 138,860.0 $540K 0.00% NEW $3.89 -41.1%
2650 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 8,900.0 $540K 0.00% +500.0 +6.0% $60.67 +22.4%
2651 PENG PUT PENGUIN SOLUTIONS INC Technology 7,100.0 $540K 0.00% +6K +491.7% $76.01 -31.8%
2652 YELP CALL YELP INC Communication Services 22,000.0 $539K 0.00% -24K -52.5% $24.52 -7.7%
2653 PTGX CALL PROTAGONIST THERAPEUTICS INC Healthcare 4,400.0 $539K 0.00% -26K -85.7% $122.58 +23.6%
2654 AVEX AEVEX CORP Industrials 25,804.0 $539K 0.00% NEW $20.89 -12.2%
2655 VKTX CALL VIKING THERAPEUTICS INC Healthcare 13,800.0 $538K 0.00% -19K -58.2% $39.01 -11.9%
2656 CCCC C4 THERAPEUTICS INC Healthcare 115,125.0 $538K 0.00% -124K -51.9% $4.67 -9.2%
2657 LGND CALL LIGAND PHARMACEUTICALS INC Healthcare 1,700.0 $537K 0.00% NEW $316.09 -8.9%
2658 FOXA CALL FOX CORP Communication Services 10,300.0 $537K 0.00% -3K -23.7% $52.16 +33.4%
2659 LEU PUT CENTRUS ENERGY CORP Energy 3,200.0 $537K 0.00% -2K -31.9% $167.87 +11.6%
2660 PUT SMURFIT WESTROCK PLC 11,600.0 $537K 0.00% +2K +20.8% $46.26
Page 133 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%