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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 143 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 VRSN CALL VERISIGN INC Technology 1,800.0 $453K 0.00% +200.0 +12.5% $251.56 +16.8%
2842 SGML PUT SIGMA LITHIUM CORPORATION Basic Materials 35,700.0 $452K 0.00% -90K -71.5% $12.65 -2.5%
2843 PMVP PMV PHARMACEUTICALS INC Healthcare 335,694.0 $450K 0.00% $1.34 -2.6%
2844 ENS ENERSYS Industrials 1,922.0 $449K 0.00% -702.0 -26.8% $233.82 -16.9%
2845 NEXT CALL NEXTDECADE CORP Energy 59,600.0 $449K 0.00% -93K -61.0% $7.54 -0.9%
2846 MTN CALL VAIL RESORTS INC Consumer Cyclical 3,300.0 $449K 0.00% -9K -72.3% $136.15 +8.6%
2847 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 5,221.0 $449K 0.00% NEW $85.99 -13.0%
2848 MSCI PUT MSCI INC Financial Services 800.0 $448K 0.00% -200.0 -20.0% $560.04 +0.7%
2849 HCC CALL WARRIOR MET COAL INC Energy 5,500.0 $446K 0.00% -900.0 -14.1% $81.16 +29.7%
2850 AMPX CALL AMPRIUS TECHNOLOGIES INC Industrials 32,200.0 $446K 0.00% NEW $13.86 -26.6%
2851 FSLY CALL FASTLY INC Technology 24,300.0 $446K 0.00% -13K -35.2% $18.36 +25.3%
2852 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 30,116.0 $445K 0.00% NEW $14.76 -4.5%
2853 LIFETIME BRANDS INC 52,043.0 $444K 0.00% NEW $8.53
2854 WAL WESTERN ALLIANCE BANCORP Financial Services 5,397.0 $444K 0.00% -14K -71.8% $82.20 -3.1%
2855 DT PUT DYNATRACE INC Technology 10,100.0 $443K 0.00% -100.0 -1.0% $43.91 +14.0%
2856 RPD CALL RAPID7 INC Technology 54,600.0 $442K 0.00% +33K +151.6% $8.10 +49.8%
2857 CME PUT CME GROUP INC Financial Services 2,000.0 $442K 0.00% -2K -42.9% $220.83 +25.6%
2858 VKTX VIKING THERAPEUTICS INC Healthcare 11,302.0 $441K 0.00% +7K +147.2% $39.01 -12.4%
2859 PUT ODDITY TECH LTD 29,100.0 $440K 0.00% +26K +708.3% $15.13
2860 PII POLARIS INC Consumer Cyclical 6,430.0 $440K 0.00% -76K -92.2% $68.44 -7.1%
Page 143 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%