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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 215 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 SRE SEMPRA Utilities 379.0 $35K -67K -99.4% $92.71 -10.6%
4282 CNK CALL CINEMARK HLDGS INC Communication Services 1,100.0 $35K -2K -69.4% $31.73 +15.3%
4283 SANA SANA BIOTECHNOLOGY INC Healthcare 10,000.0 $35K NEW $3.49 +12.0%
4284 DXC DXC TECHNOLOGY CO Technology 3,936.0 $35K NEW $8.85 +22.0%
4285 TFC TRUIST FINL CORP Financial Services 699.0 $35K NEW $49.82 +1.2%
4286 IMO IMPERIAL OIL LTD Energy 310.0 $35K NEW $112.02 +23.2%
4287 SNA SNAP ON INC Industrials 86.0 $35K +78.0 +975.0% $402.40 -2.2%
4288 CLW CLEARWATER PAPER CORP Basic Materials 2,200.0 $34K NEW $15.68 +38.7%
4289 ESTA PUT ESTABLISHMENT LABS HLDGS INC Healthcare 400.0 $34K NEW $85.81 -15.3%
4290 QTWO CALL Q2 HLDGS INC Technology 700.0 $34K NEW $48.10 +32.9%
4291 CX PUT CEMEX SA EURO MTN BE 144A Basic Materials 2,800.0 $34K -27K -90.5% $12.00 -7.4%
4292 KLC PUT KINDERCARE LEARNING COMPANIE Consumer Defensive 7,900.0 $34K NEW $4.25 -35.3%
4293 GSAT GLOBALSTAR INC Communication Services 413.0 $34K NEW $81.29 +1.3%
4294 ALUSSA ENERGY ACQUISIT CORP 83,168.0 $33K $0.40
4295 DOCS PUT DOXIMITY INC Healthcare 1,600.0 $33K -2K -60.0% $20.74 +22.1%
4296 AON CALL AON PLC Financial Services 100.0 $33K -2K -95.0% $331.69 +7.1%
4297 GDS CALL GDS HLDGS LTD Technology 1,100.0 $33K NEW $30.03 +9.4%
4298 INTA PUT INTAPP INC Technology 1,300.0 $33K -6K -80.9% $25.21 +64.0%
4299 UAMY PUT UNITED STATES ANTIMONY CORP Basic Materials 4,500.0 $33K -79K -94.6% $7.26 -24.4%
4300 Q PUT QNITY ELECTRONICS INC Technology 200.0 $33K NEW $163.31 -21.1%
Page 215 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%