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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 188 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 UWMC PUT UWM HOLDINGS CORPORATION Financial Services 56,800.0 $130K +33K +138.7% $2.29 -38.9%
3742 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 19,323.0 $130K NEW $6.72 +100.1%
3743 RUN PUT SUNRUN INC Energy 9,700.0 $130K -26K -72.8% $13.38 -31.5%
3744 CVI CALL CVR ENERGY INC Energy 4,700.0 $129K +800.0 +20.5% $27.54 +43.5%
3745 THC TENET HEALTHCARE CORP Healthcare 690.0 $129K +603.0 +693.1% $187.08 +50.1%
3746 NXE NEXGEN ENERGY LTD Energy 13,733.0 $129K +477.0 +3.6% $9.39 +15.7%
3747 CENX CALL CENTURY ALUM CO Basic Materials 2,800.0 $129K -800.0 -22.2% $46.01 -4.5%
3748 DOCS CALL DOXIMITY INC Healthcare 6,200.0 $129K -19K -75.6% $20.74 +22.1%
3749 BBW PUT BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 4,200.0 $129K NEW $30.61 +27.0%
3750 MLTX CALL MOONLAKE IMMUNOTHERAPEUTICS Healthcare 6,600.0 $129K -44K -87.0% $19.47 -19.1%
3751 TOST TOAST INC Technology 4,605.0 $128K +167.0 +3.8% $27.82 +31.7%
3752 PUT PAGAYA TECHNOLOGIES LTD 7,000.0 $128K NEW $18.25
3753 PUT VENTURE GLOBAL INC 11,400.0 $127K -46K -80.3% $11.13
3754 TALO PUT TALOS ENERGY INC Energy 9,800.0 $127K NEW $12.91 +35.3%
3755 PCOR PUT PROCORE TECHNOLOGIES INC Technology 3,100.0 $126K -2K -44.6% $40.62 +56.3%
3756 ENTG CALL ENTEGRIS INC Technology 700.0 $126K -2K -70.8% $179.86 -20.1%
3757 MET METLIFE INC Financial Services 1,484.0 $126K -8K -84.3% $84.61 +11.5%
3758 CPA COPA HOLDINGS SA Industrials 807.0 $126K NEW $155.57 -16.5%
3759 CRUS CIRRUS LOGIC INC Technology 845.0 $126K NEW $148.53 -22.4%
3760 JMIA CALL JUMIA TECHNOLOGIES AG Consumer Cyclical 17,800.0 $125K NEW $7.05 -4.4%
Page 188 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%