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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 214 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 UGI PUT UGI CORP NEW Utilities 1,100.0 $38K NEW $34.54 +8.8%
4262 ONTO PUT ONTO INNOVATION INC Technology 100.0 $38K NEW $378.45 -23.3%
4263 LAZ PUT LAZARD INC Financial Services 900.0 $38K -8K -89.9% $41.94 +4.1%
4264 CMC CALL COMMERCIAL METALS CO Basic Materials 600.0 $38K -2K -80.7% $62.75 +5.2%
4265 EW EDWARDS LIFESCIENCES CORP Healthcare 416.0 $38K -2K -78.7% $90.46 -0.7%
4266 WAT PUT WATERS CORP Healthcare 100.0 $38K $375.04 +9.3%
4267 ACVA CALL ACV AUCTIONS INC Consumer Cyclical 5,200.0 $37K NEW $7.19 +4.0%
4268 BUR PUT BURFORD CAPITAL LIMITED Financial Services 9,100.0 $37K NEW $4.10 +4.8%
4269 INVE IDENTIV INC Technology 14,797.0 $37K NEW $2.52 +15.1%
4270 SBET SHARPLINK INC Financial Services 7,710.0 $37K NEW $4.80 +66.8%
4271 MATX MATSON INC Industrials 192.0 $37K -571.0 -74.8% $192.23 +15.6%
4272 PURR HYPERLIQUID STRATEGIES INC Basic Materials 4,678.0 $37K NEW $7.87 +34.6%
4273 ARQT CALL ARCUTIS BIOTHERAPEUTICS INC Healthcare 1,400.0 $37K $26.22 -5.4%
4274 IRWD PUT IRONWOOD PHARMACEUTICALS INC Healthcare 8,700.0 $37K +9K +8600.0% $4.21 +0.2%
4275 GTM PUT ZOOMINFO TECHNOLOGIES INC Technology 12,500.0 $37K -140K -91.8% $2.93 +35.7%
4276 NGG NATIONAL GRID PLC Utilities 440.0 $36K -11K -96.3% $82.87 -3.3%
4277 MHK PUT MOHAWK INDS INC Consumer Cyclical 300.0 $36K -600.0 -66.7% $121.33 +11.9%
4278 NEOVOLTA INC 25,544.0 $36K +815.0 +3.3% $1.42
4279 VENTURE GLOBAL INC 3,256.0 $36K -375K -99.1% $11.13
4280 PI IMPINJ INC Technology 250.0 $36K -7K -96.7% $143.23 +12.1%
Page 214 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%