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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 178 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 PUBM PUT PUBMATIC INC Technology 14,400.0 $189K 0.00% NEW $13.12 +25.1%
3542 TKR CALL TIMKEN CO Industrials 1,300.0 $189K 0.00% NEW $145.32 -13.9%
3543 NTSK PUT NETSKOPE INC Technology 17,200.0 $188K 0.00% -700.0 -3.9% $10.94 +32.6%
3544 BAH PUT BOOZ ALLEN HAMILTON HLDG COR Industrials 3,100.0 $188K 0.00% +2K +121.4% $60.67 +27.0%
3545 BILL CALL BILL HOLDINGS INC Technology 5,200.0 $188K 0.00% -17K -76.8% $36.16 +32.2%
3546 PUT SPIRE GLOBAL INC 10,100.0 $188K 0.00% -400.0 -3.8% $18.60
3547 LIN LINDE PLC Basic Materials 362.0 $188K 0.00% -118K -99.7% $518.94 -6.0%
3548 INGERSOLL RAND INC 2,287.0 $188K 0.00% +1K +115.8% $81.99
3549 RLAY PUT RELAY THERAPEUTICS INC Healthcare 10,000.0 $187K 0.00% NEW $18.71 +3.9%
3550 REGN PUT REGENERON PHARMACEUTICALS Healthcare 300.0 $187K 0.00% -200.0 -40.0% $623.54 +33.8%
3551 NE NOBLE CORP PLC Energy 5,014.0 $187K 0.00% NEW $37.30 +24.0%
3552 MGY CALL MAGNOLIA OIL & GAS CORP Energy 7,300.0 $187K 0.00% -200.0 -2.7% $25.58 +10.0%
3553 EPAM EPAM SYS INC Technology 2,352.0 $187K 0.00% +1K +146.5% $79.35 +39.1%
3554 OKLO OKLO INC Utilities 3,561.0 $186K 0.00% -19K -84.0% $52.33 -19.6%
3555 PUT MADISON SQUARE GARDEN ENTMT 2,300.0 $186K 0.00% NEW $80.89
3556 MEDP MEDPACE HLDGS INC Healthcare 351.0 $186K 0.00% -6K -94.2% $529.59 +17.2%
3557 PEGA PUT PEGASYSTEMS INC Technology 6,200.0 $186K 0.00% +5K +376.9% $29.97 +12.0%
3558 GEV GE VERNOVA INC Utilities 158.0 $186K 0.00% -21K -99.2% $1174.86 -18.6%
3559 TH CALL TARGET HOSPITALITY CORP Industrials 9,100.0 $185K 0.00% NEW $20.36 -12.3%
3560 MNRO CALL MONRO INC Consumer Cyclical 10,800.0 $185K 0.00% NEW $17.11 -26.7%
Page 178 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%