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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 225 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4481 MGNX CALL MACROGENICS INC Healthcare 2,400.0 $11K -73K -96.8% $4.62 -11.5%
4482 REPL PUT REPLIMUNE GROUP INC Healthcare 1,000.0 $11K NEW $11.07 +40.7%
4483 HCM III ACQUISITION CORP 17,025.0 $11K +2K +11.1% $0.65
4484 IRTC IRHYTHM HOLDINGS INC Healthcare 92.0 $11K NEW $118.95 -3.1%
4485 SNDX PUT SYNDAX PHARMACEUTICALS INC Healthcare 500.0 $11K -11K -95.7% $21.86 -8.9%
4486 AMCOR PLC 249.0 $11K +243.0 +4050.0% $43.35
4487 THO THOR INDS INC Consumer Cyclical 142.0 $11K -8K -98.2% $75.16 +3.5%
4488 HUN PUT HUNTSMAN CORP Basic Materials 1,000.0 $11K -58K -98.3% $10.62 -5.4%
4489 EFX EQUIFAX INC Industrials 66.0 $10K -17K -99.6% $158.73 +14.6%
4490 CALL AMERICA MOVIL SAB DE CV 400.0 $10K -3K -87.9% $25.99
4491 TITN TITAN MACHY INC Industrials 479.0 $10K NEW $21.12 -16.2%
4492 ARCT PUT ARCTURUS THERAPEUTICS HLDGS Healthcare 1,500.0 $10K NEW $6.72 +22.2%
4493 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 468.0 $10K -144K -99.7% $21.11 -16.6%
4494 LOVE LOVESAC CO Consumer Cyclical 589.0 $10K NEW $16.69 +2.3%
4495 RHI ROBERT HALF INC. Industrials 318.0 $10K -96K -99.7% $30.70 +42.5%
4496 BROOKFIELD ASSET MANAGMT LTD 217.0 $10K -5K -96.0% $44.85
4497 M3-BRIGADE ACQUISITION VI CO 24,157.0 $10K $0.40
4498 COUR CALL COURSERA INC Consumer Defensive 1,700.0 $10K NEW $5.64 +0.9%
4499 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 318.0 $9K -7K -95.5% $29.74 -17.4%
4500 GPRE CALL GREEN PLAINS INC Basic Materials 600.0 $9K -24K -97.5% $15.38 +5.2%
Page 225 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%