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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 221 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4401 PRG CALL PROG HOLDINGS INC Industrials 400.0 $19K NEW $46.61 -10.5%
4402 FMC FMC CORP Basic Materials 1,613.0 $19K -773K -99.8% $11.50 -5.3%
4403 CINF PUT CINCINNATI FINL CORP Financial Services 100.0 $19K -900.0 -90.0% $185.14 -8.8%
4404 AEHR AEHR TEST SYS Technology 191.0 $18K -267K -99.9% $96.06 +16.6%
4405 CINF CINCINNATI FINL CORP Financial Services 98.0 $18K -23K -99.6% $185.14 -8.8%
4406 VOYA PUT VOYA FINANCIAL INC Financial Services 200.0 $18K NEW $90.53 +9.3%
4407 PENG PENGUIN SOLUTIONS INC Technology 235.0 $18K -6K -96.0% $76.01 -28.0%
4408 NN PUT NEXTNAV INC Communication Services 1,000.0 $18K -5K -83.6% $17.83 +2.7%
4409 WALDENCAST PLC 379,729.0 $18K $0.05
4410 EVGO PUT EVGO INC Consumer Cyclical 9,300.0 $18K NEW $1.91 -20.7%
4411 FRPT CALL FRESHPET INC Consumer Defensive 300.0 $18K +200.0 +200.0% $59.12 +26.5%
4412 SAM PUT BOSTON BEER INC Consumer Defensive 100.0 $18K NEW $177.03 +4.2%
4413 HCC WARRIOR MET COAL INC Energy 218.0 $18K -14K -98.5% $81.16 +29.0%
4414 TTAN SERVICETITAN INC Technology 249.0 $18K -13K -98.1% $70.71 +31.8%
4415 ZTO ZTO EXPRESS CAYMAN INC Industrials 784.0 $18K NEW $22.38 -4.2%
4416 TMDX TRANSMEDICS GROUP INC Healthcare 264.0 $18K -2K -88.1% $66.42 +42.3%
4417 CORT CALL CORCEPT THERAPEUTICS INC Healthcare 200.0 $17K -4K -94.7% $86.95 +38.3%
4418 XYL XYLEM INC Industrials 147.0 $17K -484.0 -76.7% $118.21 -2.3%
4419 NMRA CALL NEUMORA THERAPEUTICS INC. Healthcare 10,000.0 $17K +2K +17.6% $1.70 -3.3%
4420 MED PUT MEDIFAST INC Consumer Cyclical 1,600.0 $17K NEW $10.61 +9.0%
Page 221 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%