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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 34 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UMC PUT UNITED MICROELECTRONICS CORP Technology 247,200.0 $6.7M 0.02% +112K +82.4% $27.21 -32.6%
662 VLRS CONTROLADORA VUELA COMP DE A Industrials 715,407.0 $6.7M 0.02% +26K +3.7% $9.37 -26.3%
663 ARM CALL ARM HOLDINGS PLC Technology 18,900.0 $6.7M 0.02% -5K -20.9% $354.57 -31.4%
664 RBLX CALL ROBLOX CORP Technology 123,100.0 $6.7M 0.02% +37K +42.8% $54.38 -29.4%
665 DY DYCOM INDS INC Industrials 13,229.0 $6.7M 0.02% -45K -77.4% $505.59 -22.3%
666 BLK BLACKROCK INC Financial Services 6,941.0 $6.7M 0.02% +7K +2268.9% $961.56 +20.3%
667 BMO CALL BANK MONTREAL MEDIUM Financial Services 37,700.0 $6.7M 0.02% +35K +1470.8% $176.70 -1.3%
668 FORTINET INC 43,341.0 $6.7M 0.02% -59K -57.6% $153.62
669 RIO PUT RIO TINTO PLC Basic Materials 70,000.0 $6.6M 0.02% -67K -48.8% $94.93 +10.9%
670 DEO CALL DIAGEO PLC Consumer Defensive 82,600.0 $6.6M 0.02% +40K +95.3% $80.38 +17.7%
671 PAGP PUT PLAINS GP HLDGS L P Energy 273,200.0 $6.6M 0.02% -264K -49.2% $24.27 +10.6%
672 NVO CALL NOVO-NORDISK A S Healthcare 138,300.0 $6.6M 0.02% -40K -22.4% $47.94 -2.5%
673 NEE CALL NEXTERA ENERGY INC Utilities 75,500.0 $6.6M 0.02% -8K -9.8% $87.77 -4.7%
674 CPA PUT COPA HOLDINGS SA Industrials 42,300.0 $6.6M 0.02% -2K -5.2% $155.57 -16.5%
675 MO ALTRIA GROUP INC Consumer Defensive 91,398.0 $6.6M 0.02% +88K +2486.2% $71.95 -8.1%
676 KKR KKR & CO INC 71,423.0 $6.6M 0.02% -112K -61.1% $91.78
677 CALL BLOCK INC 86,100.0 $6.5M 0.02% +34K +64.9% $76.00
678 TXT CALL TEXTRON INC Industrials 71,200.0 $6.5M 0.02% +70K +4985.7% $91.73 -9.6%
679 IBM CALL INTERNATIONAL BUSINESS MACHS Technology 23,200.0 $6.5M 0.02% -27K -53.6% $281.21 -16.2%
680 COF CALL CAPITAL ONE FINL CORP Financial Services 32,500.0 $6.5M 0.02% +2K +7.6% $200.62 +8.6%
Page 34 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%