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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 206 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 ARQ INC 24,222.0 $62K NEW $2.55
4102 FLNG CALL FLEX LNG LTD Energy 2,200.0 $62K +200.0 +10.0% $28.06 +14.1%
4103 AJG GALLAGHER ARTHUR J & CO Financial Services 268.0 $62K +64.0 +31.4% $229.57 +14.9%
4104 ANGI ANGI INC Communication Services 10,340.0 $62K +10K +10000.0% $5.95 -17.3%
4105 KENSINGTON CAP ACQUISITION 53,126.0 $61K NEW $1.15
4106 VINFAST AUTO LTD 19,530.0 $61K NEW $3.12
4107 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 1,219.0 $61K -124K -99.0% $49.98 +4.7%
4108 SLB SLB LIMITED Energy 1,308.0 $61K +1K +10000.0% $46.49 +15.9%
4109 SYK STRYKER CORPORATION Healthcare 193.0 $61K -522.0 -73.0% $314.84 +4.6%
4110 MGNI PUT MAGNITE INC Communication Services 3,200.0 $61K -36K -91.8% $18.98 +23.8%
4111 AGX ARGAN INC Industrials 76.0 $61K -27K -99.7% $798.55 -37.2%
4112 MHK CALL MOHAWK INDS INC Consumer Cyclical 500.0 $61K -2K -81.5% $121.33 +12.3%
4113 WEAV CALL WEAVE COMMUNICATIONS INC Technology 10,100.0 $60K NEW $5.99 +21.7%
4114 ZTO PUT ZTO EXPRESS CAYMAN INC Industrials 2,700.0 $60K NEW $22.38 -4.5%
4115 GRAN TIERRA ENERGY INC 9,648.0 $60K +4K +68.9% $6.25
4116 GCT CALL GIGACLOUD TECHNOLOGY INC Technology 1,900.0 $60K -51K -96.4% $31.60 +57.1%
4117 MYGN CALL MYRIAD GENETICS INC Healthcare 10,500.0 $60K NEW $5.71 -44.0%
4118 DRS PUT LEONARDO DRS INC Industrials 1,400.0 $60K $42.67 -4.6%
4119 FSM FORTUNA MNG CORP Basic Materials 7,044.0 $60K +4K +135.5% $8.45 +42.8%
4120 AMPX AMPRIUS TECHNOLOGIES INC Industrials 4,294.0 $60K NEW $13.86 -25.4%
Page 206 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%