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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 229 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4561 OMER OMEROS CORP Healthcare 374.0 $4K -34K -98.9% $9.51 +80.7%
4562 PUT CORE LABORATORIES INC 300.0 $3K -3K -91.7% $11.65
4563 WHD CACTUS INC Energy 67.0 $3K -878.0 -92.9% $51.22 +42.8%
4564 PUT AMER SPORTS INC 100.0 $3K -7K -98.6% $33.84
4565 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 400.0 $3K -36K -98.9% $8.35 +5.3%
4566 TAK PUT TAKEDA PHARMACEUTICAL CO LTD Healthcare 200.0 $3K NEW $16.03 +12.6%
4567 BLZE PUT BACKBLAZE INC Technology 200.0 $3K NEW $15.86 +21.1%
4568 TPL TEXAS PACIFIC LAND CORPORATI Energy 7.0 $3K -2K -99.6% $437.57 -16.5%
4569 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 30.0 $3K -17K -99.8% $101.87 +12.9%
4570 EEFT EURONET WORLDWIDE INC Technology 41.0 $3K -2K -97.7% $73.20 -5.4%
4571 TSCO TRACTOR SUPPLY CO Consumer Cyclical 91.0 $3K -27K -99.7% $31.62 +9.8%
4572 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 27.0 $3K NEW $106.26 +3.1%
4573 SONO SONOS INC Technology 204.0 $3K -26K -99.2% $13.53 +16.7%
4574 RXO PUT RXO INC Industrials 100.0 $3K NEW $27.59 -18.0%
4575 EVGO EVGO INC Consumer Cyclical 1,414.0 $3K NEW $1.91 -21.5%
4576 JASPER THERAPEUTICS INC 200,000.0 $3K $0.01
4577 ERO ERO COPPER CORP Basic Materials 100.0 $3K NEW $26.75 +23.3%
4578 EVOLV TECHNOLOGIES HLDNGS IN 458,376.0 $3K -36K -7.3% $0.01
4579 DNOW PUT DNOW INC Energy 200.0 $3K NEW $12.97 +22.8%
4580 UPWK PUT UPWORK INC Industrials 300.0 $3K -9K -96.6% $8.36 +1.6%
Page 229 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%