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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 19 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RKLB ROCKET LAB CORP Industrials 135,495.0 $13.8M 0.05% -87K -39.0% $101.65 -25.4%
362 ALARM COM HLDGS INC 14,450,000.0 $13.7M 0.05% NEW $0.95
363 UNP CALL UNION PAC CORP Industrials 50,500.0 $13.7M 0.05% +27K +113.1% $272.00 +11.0%
364 AMGN CALL AMGEN INC Healthcare 37,900.0 $13.7M 0.05% +5K +15.2% $362.12 +22.2%
365 APOLLO GLOBAL MGMT INC 225,000.0 $13.7M 0.05% NEW $60.94
366 IYR ISHARES TR 133,801.0 $13.7M 0.05% -46K -25.7% $102.25 +2.5%
367 TPR TAPESTRY INC Consumer Cyclical 92,275.0 $13.5M 0.05% -202K -68.6% $146.38 -10.0%
368 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 753,300.0 $13.5M 0.05% +383K +103.3% $17.93 +2.7%
369 VIST VISTA ENERGY S.A.B. DE C.V. Energy 210,381.0 $13.4M 0.05% -171K -44.9% $63.80 +7.2%
370 PBR CALL PETROLEO BRASILEIRO S A Energy 827,600.0 $13.4M 0.05% +301K +57.3% $16.16 +14.7%
371 OXY CALL OCCIDENTAL PETE CORP Energy 275,300.0 $13.4M 0.05% +25K +10.2% $48.57 +23.7%
372 ALLY ALLY FINL INC Financial Services 290,249.0 $13.3M 0.05% -1.3M -82.0% $45.95 -6.2%
373 XEROX HOLDINGS CORP 37,121,000.0 $13.3M 0.05% +5.5M +17.4% $0.36
374 UAL CALL UNITED AIRLS HLDGS INC Industrials 97,600.0 $13.3M 0.05% -15K -13.2% $135.99 -14.9%
375 GDXJ VANECK ETF TRUST 135,000.0 $13.3M 0.05% +26K +23.9% $98.25 +28.8%
376 CEREBRAS SYSTEMS INC 59,920.0 $13.2M 0.05% NEW $221.00
377 GLOB GLOBANT S A Technology 455,300.0 $13.2M 0.05% +455K +10000.0% $28.94 +36.6%
378 NEXTERA ENERGY CAP HLDGS INC 10,000,000.0 $13.1M 0.05% $1.31
379 AMD PUT ADVANCED MICRO DEVICES INC Technology 22,500.0 $13.1M 0.05% -10K -30.6% $580.91 -19.7%
380 IAG IAMGOLD CORP Basic Materials 818,721.0 $13.0M 0.05% +468K +133.7% $15.84 +24.5%
Page 19 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%