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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 162 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 OLED CALL UNIVERSAL DISPLAY CORP Technology 3,300.0 $286K 0.00% +1K +43.5% $86.59 -2.2%
3222 PR PERMIAN RESOURCES CORP Energy 15,512.0 $286K 0.00% -365K -95.9% $18.41 +28.7%
3223 GH CALL GUARDANT HEALTH INC Healthcare 1,900.0 $285K 0.00% -4K -68.3% $150.03 +8.8%
3224 AUPH PUT AURINIA PHARMACEUTICALS INC Healthcare 16,700.0 $283K 0.00% -14K -45.6% $16.97 -2.4%
3225 SRAD CALL SPORTRADAR GROUP AG Technology 18,900.0 $283K 0.00% -20K -51.3% $14.97 -12.5%
3226 YETI PUT YETI HLDGS INC Consumer Cyclical 5,700.0 $282K 0.00% -1K -16.2% $49.56 -13.1%
3227 XPERI INC 34,096.0 $281K 0.00% NEW $8.23
3228 OI PUT O-I GLASS INC Consumer Cyclical 29,100.0 $280K 0.00% NEW $9.63 -24.7%
3229 PZZA CALL PAPA JOHNS INTL INC Consumer Cyclical 7,600.0 $279K 0.00% -49K -86.7% $36.77 -34.5%
3230 HL PUT HECLA MINING COMPANY Basic Materials 18,100.0 $279K 0.00% -1K -6.7% $15.43 +32.2%
3231 UNFI PUT UNITED NAT FOODS INC Consumer Defensive 6,100.0 $279K 0.00% +700.0 +13.0% $45.67 +6.3%
3232 SSRM PUT SSR MINING IN Basic Materials 9,800.0 $277K 0.00% -31K -76.2% $28.28 +36.5%
3233 MEOH PUT METHANEX CORP Basic Materials 6,000.0 $277K 0.00% +2K +46.3% $46.15 +28.0%
3234 VRSN PUT VERISIGN INC Technology 1,100.0 $277K 0.00% -1K -47.6% $251.56 +15.6%
3235 MPWR CALL MONOLITHIC PWR SYS INC Technology 200.0 $276K 0.00% +100.0 +100.0% $1382.36 -7.0%
3236 SKY CHAMPION HOMES INC Consumer Cyclical 3,127.0 $276K 0.00% NEW $88.12 +3.9%
3237 FSLY PUT FASTLY INC Technology 15,000.0 $275K 0.00% +3K +25.0% $18.36 +24.9%
3238 MNDY PUT MONDAY COM LTD Technology 3,800.0 $275K 0.00% +3K +245.4% $72.39 +30.2%
3239 BBAI BIGBEAR AI HLDGS INC Technology 74,939.0 $275K 0.00% NEW $3.67 -16.3%
3240 ACMR ACM RESH INC Technology 2,167.0 $275K 0.00% +1K +148.8% $126.89 -39.0%
Page 162 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%