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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 158 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 ICLR CALL ICON PUB LTD CO Healthcare 1,800.0 $313K 0.00% -4K -66.7% $173.71 -2.7%
3142 SWBI SMITH & WESSON BRANDS INC Industrials 20,766.0 $312K 0.00% +17K +420.6% $15.04 -9.7%
3143 BBBY PUT BED BATH & BEYOND INC Consumer Cyclical 53,900.0 $312K 0.00% +51K +2056.0% $5.79 -24.9%
3144 LGIH CALL LGI HOMES INC Consumer Cyclical 4,900.0 $312K 0.00% NEW $63.68 -8.1%
3145 RMD PUT RESMED INC Healthcare 1,600.0 $312K 0.00% -4K -70.4% $194.88 +22.0%
3146 IT PUT GARTNER INC Technology 2,400.0 $311K 0.00% -5K -67.1% $129.62 +52.2%
3147 ARI APOLLO COML REAL ESTATE FIN Real Estate 29,127.0 $311K 0.00% NEW $10.68 -35.5%
3148 DBI CALL DESIGNER BRANDS INC Consumer Cyclical 53,200.0 $310K 0.00% +33K +167.3% $5.83 -3.9%
3149 AXTI AXT INC Technology 4,297.0 $310K 0.00% NEW $72.08 -6.6%
3150 PAAS PUT PAN AMERN SILVER CORP Basic Materials 6,900.0 $309K 0.00% -87K -92.7% $44.79 +20.2%
3151 SUTRO BIOPHARMA INC 9,306.0 $309K 0.00% NEW $33.20
3152 SEI SOLARIS ENERGY INFRAS INC Energy 3,832.0 $308K 0.00% +2K +97.9% $80.46 -34.2%
3153 CE PUT CELANESE CORP DEL Basic Materials 6,700.0 $308K 0.00% +6K +2133.3% $46.00 -3.1%
3154 RILY PUT BRC GROUP HOLDINGS INC Financial Services 38,300.0 $308K 0.00% +25K +181.6% $8.04 -12.2%
3155 TLN CALL TALEN ENERGY CORP Utilities 800.0 $307K 0.00% -200.0 -20.0% $384.26 -19.7%
3156 AHCO PUT ADAPTHEALTH CORP Healthcare 29,500.0 $307K 0.00% NEW $10.42 -46.7%
3157 EVR PUT EVERCORE INC Financial Services 900.0 $307K 0.00% -12K -92.7% $341.44 -15.2%
3158 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 9,700.0 $307K 0.00% +5K +120.5% $31.60 +67.9%
3159 EXK PUT ENDEAVOUR SILVER CORP Basic Materials 37,000.0 $306K 0.00% +6K +18.2% $8.28 +33.5%
3160 GRRR PUT GORILLA TECHNOLOGY GROUP INC Technology 15,400.0 $306K 0.00% +500.0 +3.4% $19.88 -31.0%
Page 158 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%