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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 190 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 4,100.0 $121K -10K -70.9% $29.53 -5.8%
3782 JKS PUT JINKOSOLAR HLDG CO LTD Energy 7,200.0 $121K NEW $16.80 -5.2%
3783 COMP CALL COMPASS INC Technology 9,800.0 $121K -26K -72.3% $12.33 -4.7%
3784 SEI CALL SOLARIS ENERGY INFRAS INC Energy 1,500.0 $121K -29K -95.0% $80.46 -33.8%
3785 LUMN PUT LUMEN TECHNOLOGIES INC Communication Services 15,700.0 $121K -2K -12.3% $7.68 -22.7%
3786 MSGS PUT MADISON SQUARE GRDN SPRT COR Communication Services 300.0 $121K -400.0 -57.1% $401.84 +1.1%
3787 BRBR CALL BELLRING BRANDS INC Consumer Defensive 9,300.0 $120K -48K -83.8% $12.94 -21.3%
3788 NAT NORDIC AMERICAN TANKERS LIMI Industrials 21,721.0 $120K -277K -92.7% $5.54 +25.8%
3789 QNST PUT QUINSTREET INC Communication Services 8,200.0 $120K NEW $14.65 +40.8%
3790 ITT ITT INC Industrials 607.0 $120K +606.0 +10000.0% $197.76 +5.2%
3791 VET PUT VERMILION ENERGY INC Energy 12,800.0 $120K NEW $9.37 +35.9%
3792 GRFS PUT GRIFOLS S A Healthcare 16,900.0 $120K NEW $7.08 +13.0%
3793 GL GLOBE LIFE INC Financial Services 669.0 $120K NEW $178.68 -4.3%
3794 RXT CALL RACKSPACE TECHNOLOGY INC Technology 18,300.0 $119K NEW $6.53 -49.2%
3795 UAMY UNITED STATES ANTIMONY CORP Basic Materials 16,437.0 $119K NEW $7.26 -24.4%
3796 ZUMZ PUT ZUMIEZ INC Consumer Cyclical 6,700.0 $119K NEW $17.80 +2.6%
3797 MTB PUT M & T BK CORP Financial Services 500.0 $119K +400.0 +400.0% $238.01 +1.0%
3798 IRTC CALL IRHYTHM HOLDINGS INC Healthcare 1,000.0 $119K NEW $118.95 +8.0%
3799 IRTC PUT IRHYTHM HOLDINGS INC Healthcare 1,000.0 $119K NEW $118.95 +8.0%
3800 GIL PUT GILDAN ACTIVEWEAR INC Consumer Cyclical 2,300.0 $119K NEW $51.60 +8.9%
Page 190 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%