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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 192 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 MOS MOSAIC CO Basic Materials 5,434.0 $115K -224K -97.6% $21.19 +15.2%
3822 PCTY CALL PAYLOCITY HLDG CORP Technology 1,100.0 $115K +1K +1000.0% $104.53 +46.7%
3823 WTI CALL W & T OFFSHORE INC Energy 36,500.0 $115K NEW $3.15 +24.4%
3824 DAN DANA INC Consumer Cyclical 4,225.0 $115K NEW $27.21 +16.6%
3825 ETORO GROUP LTD 2,909.0 $115K NEW $39.47
3826 GCO CALL GENESCO INC Consumer Cyclical 3,400.0 $115K NEW $33.77 +3.8%
3827 BLSH CALL BULLISH Technology 4,900.0 $115K +1K +40.0% $23.43 +29.8%
3828 VTRS VIATRIS INC Healthcare 7,228.0 $115K -41K -85.0% $15.88 +2.8%
3829 LAD LITHIA MTRS INC Consumer Cyclical 395.0 $115K NEW $290.49 +27.6%
3830 BBIO BRIDGEBIO PHARMA INC Healthcare 1,535.0 $114K -227K -99.3% $74.48 +9.4%
3831 CAMT CALL CAMTEK LTD Technology 700.0 $114K NEW $163.12 -10.0%
3832 PTLO CALL PORTILLOS INC Consumer Cyclical 24,000.0 $114K +13K +118.2% $4.74 +4.9%
3833 ACLS CALL AXCELIS TECHNOLOGIES INC Technology 600.0 $114K -3K -81.8% $189.45 -32.9%
3834 GRND CALL GRINDR INC Technology 7,900.0 $114K -11K -58.0% $14.37 +8.1%
3835 OLN PUT OLIN CORP Basic Materials 5,700.0 $113K -37K -86.7% $19.82 -7.2%
3836 PCVX VAXCYTE INC Healthcare 1,942.0 $113K -49K -96.2% $58.13 +7.7%
3837 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,418.0 $113K -3K -70.8% $79.54 +42.5%
3838 TME PUT TENCENT MUSIC ENTMT GROUP Communication Services 13,500.0 $113K -160K -92.2% $8.35 +5.4%
3839 EVOLUTION GLOBAL ACQUISITION 284,555.0 $112K $0.40
3840 FRPT PUT FRESHPET INC Consumer Defensive 1,900.0 $112K +600.0 +46.1% $59.12 +25.1%
Page 192 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%