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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 175 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 IMVT PUT IMMUNOVANT INC Healthcare 5,400.0 $208K 0.00% $38.53 +12.8%
3482 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,030.0 $208K 0.00% NEW $102.25 -6.2%
3483 DQ CALL DAQO NEW ENERGY CORP Technology 15,500.0 $208K 0.00% -8K -32.6% $13.39 +7.0%
3484 WYFI WHITEFIBER INC Technology 5,327.0 $207K 0.00% NEW $38.85 -46.2%
3485 RCKT ROCKET PHARMACEUTICALS INC Healthcare 60,411.0 $207K 0.00% NEW $3.42 +1.9%
3486 VSAT CALL VIASAT INC Technology 2,300.0 $207K 0.00% -5K -67.1% $89.81 -18.2%
3487 BEONE MEDICINES LTD 723.0 $206K 0.00% -20K -96.6% $284.97
3488 CALL LEIDOS HOLDINGS INC 2,000.0 $206K 0.00% -4K -68.2% $102.97
3489 PHIN CALL PHINIA INC Consumer Cyclical 2,500.0 $206K 0.00% NEW $82.37 -13.2%
3490 GNRC PUT GENERAC HLDGS INC Industrials 700.0 $205K 0.00% -11K -94.1% $292.81 -30.9%
3491 WOR PUT WORTHINGTON ENTERPRISES INC Industrials 3,800.0 $204K 0.00% -1K -22.4% $53.76 +5.5%
3492 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 21,465.0 $204K 0.00% +21K +3367.7% $9.51 -14.4%
3493 MTDR CALL MATADOR RES CO Energy 4,100.0 $204K 0.00% NEW $49.78 +14.3%
3494 CAMT CAMTEK LTD Technology 1,249.0 $204K 0.00% NEW $163.12 -13.8%
3495 CINF CALL CINCINNATI FINL CORP Financial Services 1,100.0 $204K 0.00% -2K -65.6% $185.14 -7.8%
3496 PUT QIAGEN NV 5,200.0 $203K 0.00% -19K -78.7% $39.10
3497 WTI PUT W & T OFFSHORE INC Energy 64,400.0 $203K 0.00% NEW $3.15 +19.5%
3498 LKQ PUT LKQ CORP Consumer Cyclical 7,700.0 $203K 0.00% -20K -72.6% $26.33 -2.8%
3499 BTSG CALL BRIGHTSPRING HEALTH SVCS INC Healthcare 2,900.0 $202K 0.00% +800.0 +38.1% $69.74 -14.8%
3500 FTV PUT FORTIVE CORP Technology 3,300.0 $202K 0.00% NEW $61.09 -1.3%
Page 175 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%