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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 220 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4381 GVA GRANITE CONSTR INC Industrials 130.0 $21K -103K -99.9% $158.08 -20.2%
4382 CARG PUT CARGURUS INC Consumer Cyclical 600.0 $20K NEW $34.09 +8.7%
4383 SMG CALL SCOTTS MIRACLE-GRO CO Basic Materials 300.0 $20K -700.0 -70.0% $68.11 -10.2%
4384 DK PUT DELEK US HLDGS INC NEW Energy 400.0 $20K -9K -95.8% $50.81 +30.5%
4385 ANGLOGOLD ASHANTI PLC 251.0 $20K NEW $80.89
4386 MOUNTAIN LAKE ACQUISIT CORP 75,000.0 $20K NEW $0.27
4387 HXL PUT HEXCEL CORP NEW Industrials 200.0 $20K NEW $100.06 -2.3%
4388 WAT WATERS CORP Healthcare 53.0 $20K -3K -98.2% $375.04 +10.9%
4389 ASH PUT ASHLAND INC Basic Materials 300.0 $20K NEW $65.89 +10.0%
4390 DDD PUT 3D SYS CORP DEL Technology 6,500.0 $20K NEW $3.02 +12.9%
4391 ACGL PUT ARCH CAP GROUP LTD Financial Services 200.0 $19K -4K -94.9% $97.06 +1.5%
4392 PROCAP FINL INC 87,836.0 $19K $0.22
4393 MATX CALL MATSON INC Industrials 100.0 $19K -1K -90.9% $192.23 +13.5%
4394 AEHR PUT AEHR TEST SYS Technology 200.0 $19K -50K -99.6% $96.06 +12.4%
4395 AVY AVERY DENNISON CORP Industrials 117.0 $19K NEW $162.35 +12.8%
4396 LWLG CALL LIGHTWAVE LOGIC INC Basic Materials 2,000.0 $19K -11K -84.5% $9.46 -34.0%
4397 MNRO PUT MONRO INC Consumer Cyclical 1,100.0 $19K NEW $17.11 -26.5%
4398 SPIRE GLOBAL INC 1,011.0 $19K -7K -87.4% $18.60
4399 BZAI BLAIZE HLDGS INC Technology 13,589.0 $19K NEW $1.38 -63.0%
4400 DGX QUEST DIAGNOSTICS INC Healthcare 88.0 $19K -2K -96.0% $211.95 +14.1%
Page 220 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%