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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 166 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 AWR PUT AMER STATES WTR CO Utilities 3,100.0 $256K 0.00% +3K +1450.0% $82.63 +10.3%
3302 NVCR CALL NOVOCURE LTD Healthcare 16,900.0 $256K 0.00% NEW $15.15 +10.6%
3303 FORM PUT FORMFACTOR INC Technology 1,600.0 $256K 0.00% +900.0 +128.6% $159.93 -32.5%
3304 IMVT IMMUNOVANT INC Healthcare 6,633.0 $256K 0.00% +4K +142.9% $38.53 +12.4%
3305 MFC MANULIFE FINL CORP Financial Services 6,306.0 $255K 0.00% NEW $40.51 +5.7%
3306 AVTR PUT AVANTOR INC Healthcare 25,800.0 $255K 0.00% +4K +15.7% $9.90 +44.0%
3307 HENNESSY CAP INVTS CORP VIII 25,180.0 $255K 0.00% $10.14
3308 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,475.0 $255K 0.00% -120K -98.8% $173.03 -54.0%
3309 KOF CALL COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,400.0 $255K 0.00% NEW $106.25 +8.1%
3310 VSAT VIASAT INC Technology 2,836.0 $255K 0.00% +3K +4626.7% $89.81 -19.5%
3311 ULS CALL UL SOLUTIONS INC Industrials 2,500.0 $255K 0.00% NEW $101.86 -27.2%
3312 CYRX CRYOPORT INC Industrials 16,191.0 $254K 0.00% NEW $15.70 +4.1%
3313 RDW REDWIRE CORPORATION Industrials 20,780.0 $254K 0.00% -8K -28.5% $12.23 -6.9%
3314 SKM PUT SK TELECOM CO LTD Communication Services 7,900.0 $254K 0.00% +6K +338.9% $32.16 +24.4%
3315 IONS PUT IONIS PHARMACEUTICALS INC Healthcare 3,200.0 $254K 0.00% +2K +113.3% $79.29 -21.8%
3316 SAM BOSTON BEER INC Consumer Defensive 1,433.0 $254K 0.00% NEW $177.03 +7.0%
3317 ANGI CALL ANGI INC Communication Services 42,600.0 $253K 0.00% +16K +60.8% $5.95 -17.0%
3318 PII CALL POLARIS INC Consumer Cyclical 3,700.0 $253K 0.00% -7K -64.4% $68.44 -6.0%
3319 HL CALL HECLA MINING COMPANY Basic Materials 16,400.0 $253K 0.00% -70K -81.1% $15.43 +32.2%
3320 BOH CALL BANK HAWAII CORP Financial Services 3,100.0 $253K 0.00% NEW $81.49 -5.7%
Page 166 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%