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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 151 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 BZH CALL BEAZER HOMES USA INC Consumer Cyclical 13,200.0 $370K 0.00% +200.0 +1.5% $28.05 +18.3%
3002 BR CALL BROADRIDGE FINL SOLUTIONS IN Technology 2,700.0 $370K 0.00% NEW $136.95 +35.0%
3003 XPO PUT XPO INC Industrials 1,800.0 $370K 0.00% -4K -67.9% $205.29 -6.5%
3004 LWLG LIGHTWAVE LOGIC INC Basic Materials 38,935.0 $368K 0.00% +28K +265.4% $9.46 -37.2%
3005 RACE FERRARI N V Consumer Cyclical 987.0 $367K 0.00% -17K -94.5% $372.29 +13.3%
3006 IESC PUT IES HOLDINGS INC Industrials 500.0 $367K 0.00% -2K -78.3% $734.66 -57.4%
3007 OPCH CALL OPTION CARE HEALTH INC Healthcare 17,500.0 $367K 0.00% -5K -21.5% $20.97 +12.7%
3008 JMIA PUT JUMIA TECHNOLOGIES AG Consumer Cyclical 52,000.0 $367K 0.00% NEW $7.05 -2.8%
3009 MOH CALL MOLINA HEALTHCARE INC Healthcare 1,600.0 $366K 0.00% +2K +1500.0% $228.70 -12.7%
3010 FOSL FOSSIL GROUP INC Consumer Cyclical 88,196.0 $365K 0.00% +5K +5.6% $4.14 +31.9%
3011 LOPE GRAND CANYON ED INC Consumer Defensive 2,548.0 $365K 0.00% NEW $143.11 +4.2%
3012 XLY SELECT SECTOR SPDR TR 3,106.0 $364K 0.00% -114K -97.4% $117.28 +0.6%
3013 CBOE PUT CBOE GLOBAL MKTS INC Financial Services 1,500.0 $364K 0.00% -10K -87.4% $242.67 +27.3%
3014 RDNT PUT RADNET INC Healthcare 5,900.0 $364K 0.00% +6K +2850.0% $61.67 +24.6%
3015 ABCL CALL ABCELLERA BIOLOGICS INC Healthcare 46,300.0 $363K 0.00% +3K +7.2% $7.85 +59.2%
3016 PERIMETER ACQUISITION CORP I 34,882.0 $363K 0.00% $10.41
3017 BBAI PUT BIGBEAR AI HLDGS INC Technology 98,900.0 $363K 0.00% +99K +10000.0% $3.67 -15.8%
3018 EXK ENDEAVOUR SILVER CORP Basic Materials 43,714.0 $362K 0.00% -169K -79.5% $8.28 +33.9%
3019 RL CALL RALPH LAUREN CORP Consumer Cyclical 900.0 $361K 0.00% -800.0 -47.1% $401.41 -9.7%
3020 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 54,152.0 $361K 0.00% NEW $6.67 -15.7%
Page 151 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%