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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 25 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 GOOGL CALL ALPHABET INC Communication Services 27,500.0 $9.8M 0.04% -5K -15.6% $357.37 -4.7%
482 UBER PUT UBER TECHNOLOGIES INC Technology 135,900.0 $9.8M 0.04% +75K +123.2% $72.16 +8.9%
483 INGRAM MICRO HLDG CORP 357,444.0 $9.8M 0.04% NEW $27.43
484 BBY PUT BEST BUY INC Consumer Cyclical 129,100.0 $9.8M 0.04% +113K +687.2% $75.88 +13.0%
485 PANW CALL PALO ALTO NETWORKS INC Technology 28,700.0 $9.8M 0.04% -300.0 -1.0% $341.02 +2.5%
486 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 393,921.0 $9.8M 0.04% +383K +3548.8% $24.83 -14.5%
487 PPL CORP 200,000.0 $9.8M 0.04% $48.87
488 FDX FEDEX CORP Industrials 31,058.0 $9.7M 0.04% -77K -71.2% $313.13 +4.1%
489 BP CALL BP PLC Energy 262,400.0 $9.7M 0.04% +68K +35.0% $36.95 +22.2%
490 VLO CALL VALERO ENERGY CORP Energy 37,200.0 $9.7M 0.04% +10K +35.3% $260.44 +31.1%
491 TEM CALL TEMPUS AI INC Healthcare 166,500.0 $9.6M 0.03% +91K +121.1% $57.93 +15.1%
492 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 82,500.0 $9.6M 0.03% -11K -11.9% $116.67 +49.1%
493 ISRG PUT INTUITIVE SURGICAL INC Healthcare 24,200.0 $9.6M 0.03% +11K +89.1% $397.68 -5.8%
494 MEOH METHANEX CORP Basic Materials 208,174.0 $9.6M 0.03% +205K +5841.0% $46.15 +27.2%
495 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 737,674.0 $9.6M 0.03% +72K +10.8% $13.02 +4.7%
496 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 34,100.0 $9.6M 0.03% +18K +107.9% $281.21 -16.9%
497 T CALL AT&T INC Communication Services 463,000.0 $9.6M 0.03% +144K +45.0% $20.70 +21.6%
498 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 83,800.0 $9.6M 0.03% +10K +13.1% $114.18 +1.3%
499 CSCO PUT CISCO SYS INC Technology 81,400.0 $9.6M 0.03% +36K +78.1% $117.46 -6.7%
500 MRNA CALL MODERNA INC Healthcare 134,800.0 $9.4M 0.03% -170K -55.8% $70.03 +90.4%
Page 25 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%