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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 187 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 HSAI PUT HESAI GROUP Consumer Cyclical 7,400.0 $135K -6K -46.4% $18.22 +4.8%
3722 MGNI CALL MAGNITE INC Communication Services 7,100.0 $135K -51K -87.8% $18.98 +23.8%
3723 CL COLGATE PALMOLIVE CO Consumer Defensive 1,468.0 $135K -87K -98.3% $91.68 -0.7%
3724 RES PUT RPC INC Energy 23,000.0 $134K -20K -46.8% $5.83 +9.3%
3725 UHS CALL UNIVERSAL HLTH SVCS INC Healthcare 900.0 $134K NEW $148.69 +19.2%
3726 LOVE PUT LOVESAC CO Consumer Cyclical 8,000.0 $134K -5K -38.0% $16.69 -3.7%
3727 PPG PUT PPG INDS INC Basic Materials 1,100.0 $133K -13K -92.1% $121.29 -6.3%
3728 PUT CORPAY INC 400.0 $133K -100.0 -20.0% $333.27
3729 GRRR CALL GORILLA TECHNOLOGY GROUP INC Technology 6,700.0 $133K -14K -66.8% $19.88 -19.2%
3730 LNTH CALL LANTHEUS HLDGS INC Healthcare 1,200.0 $133K NEW $110.94 -9.9%
3731 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 16,932.0 $133K NEW $7.86 +10.2%
3732 GRPN GROUPON INC Communication Services 5,518.0 $133K -3K -37.6% $24.06 -18.6%
3733 KNSL PUT KINSALE CAP GROUP INC Financial Services 400.0 $132K -500.0 -55.6% $329.81 +16.3%
3734 CALL PAGAYA TECHNOLOGIES LTD 7,200.0 $131K NEW $18.25
3735 LBRT CALL LIBERTY ENERGY INC Energy 5,000.0 $131K NEW $26.19 -26.1%
3736 VIVID SEATS INC 3,208,752.0 $131K $0.04
3737 VRRM PUT VERRA MOBILITY CORP Technology 30,800.0 $131K NEW $4.25 +7.3%
3738 IPWR IDEAL PWR INC Industrials 24,377.0 $131K NEW $5.36 -11.4%
3739 ARWR PUT ARROWHEAD PHARMACEUTICALS IN Healthcare 1,600.0 $130K -2K -61.0% $81.51 +6.9%
3740 IOVA PUT IOVANCE BIOTHERAPEUTICS INC Healthcare 31,300.0 $130K +22K +233.0% $4.16 +99.3%
Page 187 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%