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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 223 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4441 DNUT CALL KRISPY KREME INC Consumer Defensive 4,300.0 $15K NEW $3.53 -2.5%
4442 DXCM DEXCOM INC Healthcare 225.0 $15K +208.0 +1223.5% $67.35 +36.2%
4443 INDI PUT INDIE SEMICONDUCTOR INC Technology 3,300.0 $15K +700.0 +26.9% $4.49 -12.1%
4444 ACH ACCENDRA HEALTH INC Healthcare 4,279.0 $15K -8K -64.3% $3.42 -65.9%
4445 BSY BENTLEY SYS INC Technology 487.0 $15K NEW $29.89 +19.1%
4446 MNSO PUT MINISO GROUP HLDG LTD Consumer Cyclical 1,200.0 $14K NEW $12.06 -8.7%
4447 FSLR FIRST SOLAR INC Energy 61.0 $14K -6.0 -9.0% $235.97 -6.6%
4448 LOPE PUT GRAND CANYON ED INC Consumer Defensive 100.0 $14K NEW $143.11 +4.6%
4449 NAVI NAVIENT CORPORATION Financial Services 1,681.0 $14K NEW $8.51 +7.2%
4450 AOSL PUT ALPHA & OMEGA SEMICONDUCTOR Technology 300.0 $14K NEW $47.33 -43.1%
4451 ROIV CALL ROIVANT SCIENCES LTD Healthcare 400.0 $14K -5K -92.3% $35.39 +4.0%
4452 AROC ARCHROCK INC Energy 345.0 $14K -106K -99.7% $40.71 -19.1%
4453 KMT CALL KENNAMETAL INC Industrials 400.0 $14K NEW $35.05 -12.4%
4454 ARGX ARGENX SE Healthcare 15.0 $14K -36.0 -70.6% $927.80 +9.9%
4455 NTRA NATERA INC Healthcare 51.0 $14K -32K -99.8% $271.45 +15.5%
4456 PRESIDIO PRODTN CO 10,000.0 $14K NEW $1.38
4457 RGEN CALL REPLIGEN CORP Healthcare 100.0 $14K NEW $136.44 +30.2%
4458 BAIN CAP GSS INVT CORP 20,000.0 $14K $0.68
4459 AWK AMERICAN WTR WKS CO INC NEW Utilities 102.0 $13K -701.0 -87.3% $131.58 +5.4%
4460 LH LABCORP HOLDINGS INC Healthcare 47.0 $13K NEW $280.00 +17.2%
Page 223 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%