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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 22 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ORCL PUT ORACLE CORP Technology 76,800.0 $11.3M 0.04% -32K -29.1% $146.55 -1.9%
422 FRPT FRESHPET INC Consumer Defensive 190,171.0 $11.2M 0.04% +129K +211.8% $59.12 +26.9%
423 PG CALL PROCTER & GAMBLE CO Consumer Defensive 76,500.0 $11.2M 0.04% +15K +23.6% $146.64 -1.5%
424 GWRE GUIDEWIRE SOFTWARE INC Technology 91,142.0 $11.2M 0.04% +81K +781.4% $123.05 +47.2%
425 WAB WABTEC Industrials 41,523.0 $11.2M 0.04% +40K +2297.4% $269.60 +8.4%
426 BBY BEST BUY INC Consumer Cyclical 147,489.0 $11.2M 0.04% -116K -44.0% $75.88 +17.6%
427 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 334,854.0 $11.2M 0.04% +215K +179.7% $33.39 -21.4%
428 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 193,400.0 $11.1M 0.04% -63K -24.6% $57.62 +17.3%
429 SBAC SBA COMMUNICATIONS CORP Real Estate 63,135.0 $11.1M 0.04% -41K -39.6% $176.46 +3.4%
430 TYRA TYRA BIOSCIENCES INC Healthcare 347,898.0 $11.1M 0.04% +329K +1758.9% $31.94 -16.1%
431 JETBLUE AIRWAYS CORP 10,000,000.0 $11.1M 0.04% $1.11
432 FOUR SHIFT4 PMTS INC Technology 227,005.0 $11.0M 0.04% +227K +10000.0% $48.64 -3.1%
433 GS PUT GOLDMAN SACHS GROUP INC Financial Services 10,900.0 $11.0M 0.04% -11K -50.9% $1011.37 +1.0%
434 SFST SOUTHERN FIRST BANCSHARES Financial Services 179,992.0 $11.0M 0.04% NEW $61.10 +2.3%
435 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 98,338.0 $11.0M 0.04% -105K -51.7% $111.79 -7.6%
436 CNR CORE NATURAL RESOURCES INC Energy 137,372.0 $11.0M 0.04% -44K -24.1% $80.02 +16.6%
437 GM CALL GENERAL MTRS CO Consumer Cyclical 142,400.0 $11.0M 0.04% -59K -29.3% $77.08 +10.2%
438 INSP INSPIRE MED SYS INC Healthcare 245,763.0 $11.0M 0.04% -113K -31.4% $44.61 +38.3%
439 CRWD CROWDSTRIKE HLDGS INC Technology 14,355.0 $11.0M 0.04% -23K -62.0% $190.78 +5.7%
440 DOX AMDOCS LTD Technology 216,629.0 $10.9M 0.04% -62K -22.1% $50.54 +19.1%
Page 22 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%