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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 202 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 BLUE ACQUISITION CORP. 100,000.0 $78K $0.78
4022 BLZE BACKBLAZE INC Technology 4,908.0 $78K NEW $15.86 -0.4%
4023 SHEL SHELL PLC Energy 1,002.0 $78K NEW $77.54 +20.4%
4024 AMPX PUT AMPRIUS TECHNOLOGIES INC Industrials 5,600.0 $78K NEW $13.86 -25.4%
4025 TBCH PUT TURTLE BEACH CORP Technology 6,200.0 $77K +6K +1966.7% $12.45 +1.7%
4026 KMT PUT KENNAMETAL INC Industrials 2,200.0 $77K NEW $35.05 -14.5%
4027 BBW CALL BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 2,500.0 $77K NEW $30.61 +27.0%
4028 PL CALL PLANET LABS PBC Industrials 2,300.0 $76K NEW $33.13 -32.7%
4029 ARCT CALL ARCTURUS THERAPEUTICS HLDGS Healthcare 11,300.0 $76K NEW $6.72 +100.1%
4030 TE PUT T1 ENERGY INC Industrials 8,000.0 $76K -267K -97.1% $9.48 -53.4%
4031 YEXT CALL YEXT INC Technology 16,200.0 $76K NEW $4.67 +36.0%
4032 VNDA VANDA PHARMACEUTICALS INC Healthcare 12,359.0 $76K NEW $6.12 -13.7%
4033 CALL DAVE INC 200.0 $75K NEW $372.59
4034 QFIN CALL QFIN HOLDINGS INC Financial Services 4,700.0 $74K -3K -42.0% $15.81 -26.8%
4035 WYFI PUT WHITEFIBER INC Technology 1,900.0 $74K NEW $38.85 -46.7%
4036 YUMC PUT YUM CHINA HLDGS INC Consumer Cyclical 1,800.0 $74K -6K -77.2% $40.87 +21.2%
4037 CSTM PUT CONSTELLIUM SE Basic Materials 2,300.0 $73K NEW $31.87 -15.2%
4038 EEFT CALL EURONET WORLDWIDE INC Technology 1,000.0 $73K -5K -84.4% $73.19 -4.3%
4039 NRG CALL NRG ENERGY INC Utilities 500.0 $73K -100.0 -16.7% $146.06 -22.6%
4040 IT GARTNER INC Technology 562.0 $73K -3K -81.9% $129.62 +51.1%
Page 202 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%