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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 217 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4321 PUT FEDEX FGHT HLDG CO INC 200.0 $30K NEW $151.00
4322 SOC SABLE OFFSHORE CORP Energy 9,704.0 $30K -9K -48.7% $3.08 +67.9%
4323 TE T1 ENERGY INC Industrials 3,143.0 $30K NEW $9.48 -53.1%
4324 VMC PUT VULCAN MATLS CO Basic Materials 100.0 $30K -700.0 -87.5% $295.01 -7.4%
4325 TYGO TIGO ENERGY INC Energy 12,631.0 $29K -639K -98.1% $2.33 -52.6%
4326 TYL CALL TYLER TECHNOLOGIES INC Technology 100.0 $29K NEW $292.46 +17.3%
4327 SPCE CALL VIRGIN GALACTIC HOLDINGS INC Industrials 10,100.0 $29K NEW $2.89 +8.1%
4328 GPI CALL GROUP 1 AUTOMOTIVE INC Consumer Cyclical 100.0 $29K -800.0 -88.9% $291.17 -8.2%
4329 ARCB PUT ARCBEST CORP Industrials 200.0 $29K NEW $143.54 -3.1%
4330 TME TENCENT MUSIC ENTMT GROUP Communication Services 3,426.0 $29K -144K -97.7% $8.35 +6.5%
4331 PONY AI INC 4,078.0 $28K -2K -34.4% $6.95
4332 OMC OMNICOM GROUP INC Communication Services 384.0 $28K -1K -77.0% $72.83 +18.6%
4333 BKD CALL BROOKDALE SR LIVING INC Healthcare 1,700.0 $27K NEW $16.09 -26.8%
4334 LKQ LKQ CORP Consumer Cyclical 1,030.0 $27K -25K -96.0% $26.33 -1.2%
4335 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 4,657.0 $27K +3K +176.7% $5.80 -6.7%
4336 POST PUT POST HLDGS INC Consumer Defensive 300.0 $26K NEW $88.26 -10.5%
4337 COCO CALL VITA COCO CO INC Consumer Defensive 400.0 $26K +200.0 +100.0% $66.14 -2.0%
4338 CGNT PUT COGNYTE SOFTWARE LTD Technology 3,000.0 $26K +3K +2900.0% $8.78 -1.2%
4339 SILVERBOX CORP IV 164,542.0 $26K $0.16
4340 MC PUT MOELIS & CO Financial Services 400.0 $26K NEW $65.42 +4.1%
Page 217 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%