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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 203 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 LTM LATAM AIRLINES GROUP SA Industrials 1,249.0 $73K +741.0 +145.9% $58.27 -11.5%
4042 VOYA CALL VOYA FINANCIAL INC Financial Services 800.0 $72K NEW $90.53 +8.0%
4043 INFLECTION PT ACQUISIT CORP 38,333.0 $72K NEW $1.88
4044 ERIE PUT ERIE INDTY CO Financial Services 300.0 $72K NEW $239.75 +10.5%
4045 GPK PUT GRAPHIC PACKAGING HLDG CO Consumer Cyclical 6,800.0 $72K -22K -76.1% $10.57 +13.2%
4046 RR RICHTECH ROBOTICS INC Industrials 34,047.0 $72K NEW $2.11 -19.4%
4047 CC CALL CHEMOURS CO Basic Materials 3,500.0 $72K -107K -96.8% $20.52 -22.2%
4048 ARCB CALL ARCBEST CORP Industrials 500.0 $72K NEW $143.54 -2.2%
4049 SONO PUT SONOS INC Technology 5,300.0 $72K -32K -85.7% $13.53 +17.0%
4050 VLO VALERO ENERGY CORP Energy 275.0 $72K +197.0 +252.6% $260.44 +34.0%
4051 PI PUT IMPINJ INC Technology 500.0 $72K $143.23 +15.6%
4052 PTEN CALL PATTERSON-UTI ENERGY INC Energy 7,800.0 $72K NEW $9.18 +34.4%
4053 CALL VERSIGENT PLC 1,700.0 $71K -7K -80.9% $42.01
4054 ULS PUT UL SOLUTIONS INC Industrials 700.0 $71K NEW $101.86 -26.3%
4055 RNW CALL RENEW ENERGY GLOBAL PLC Utilities 11,400.0 $71K NEW $6.25 +9.0%
4056 HEI PUT HEICO CORP NEW Industrials 200.0 $71K NEW $356.19 -0.3%
4057 NOMD PUT NOMAD FOODS LTD Consumer Defensive 6,500.0 $71K -900.0 -12.2% $10.95 +7.9%
4058 ASAN ASANA INC Technology 10,131.0 $71K -678K -98.5% $7.00 +36.9%
4059 PUBM CALL PUBMATIC INC Technology 5,400.0 $71K NEW $13.12 +25.1%
4060 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 300.0 $70K -8K -96.2% $233.10 +1.9%
Page 203 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%