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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 36 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 UBER CALL UBER TECHNOLOGIES INC Technology 87,000.0 $6.3M 0.02% -14K -13.6% $72.16 +9.2%
702 ZM ZOOM COMMUNICATIONS INC Technology 72,544.0 $6.3M 0.02% -79K -52.3% $86.31 +24.5%
703 BIDU PUT BAIDU INC Communication Services 54,700.0 $6.3M 0.02% -9K -14.5% $114.29 -18.4%
704 CALL CARNIVAL CORP LTD 218,500.0 $6.2M 0.02% NEW $28.57
705 UAL PUT UNITED AIRLS HLDGS INC Industrials 45,700.0 $6.2M 0.02% +20K +76.5% $135.99 -16.8%
706 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 137,200.0 $6.2M 0.02% -61K -30.9% $45.11 +18.5%
707 DVA CALL DAVITA INC Healthcare 27,800.0 $6.2M 0.02% +6K +28.1% $222.48 -21.9%
708 ABNB CALL AIRBNB INC Consumer Cyclical 43,200.0 $6.2M 0.02% -12K -21.2% $143.10 +30.9%
709 COF PUT CAPITAL ONE FINL CORP Financial Services 30,700.0 $6.2M 0.02% +8K +37.7% $200.62 +8.6%
710 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 55,300.0 $6.2M 0.02% -25K -31.3% $111.31 +26.9%
711 ENPH CALL ENPHASE ENERGY INC Energy 124,900.0 $6.2M 0.02% +66K +111.3% $49.24 -21.6%
712 MPC CALL MARATHON PETE CORP Energy 24,000.0 $6.1M 0.02% +13K +120.2% $255.67 +41.1%
713 BP BP PLC Energy 165,196.0 $6.1M 0.02% -173K -51.1% $36.95 +21.1%
714 SUNC SUNOCOCORP LLC Energy 90,069.0 $6.1M 0.02% -950.0 -1.0% $67.67 +14.2%
715 OXY PUT OCCIDENTAL PETE CORP Energy 124,900.0 $6.1M 0.02% -45K -26.4% $48.57 +26.2%
716 LPLA LPL FINL HLDGS INC Financial Services 21,524.0 $6.1M 0.02% -6K -21.4% $281.68 +28.3%
717 MLI MUELLER INDS INC Industrials 49,199.0 $6.0M 0.02% +33K +210.4% $122.93 -48.6%
718 WLK WESTLAKE CORPORATION Basic Materials 82,847.0 $6.0M 0.02% +23K +38.5% $73.00 +8.1%
719 NOW CALL SERVICENOW INC Technology 60,800.0 $6.0M 0.02% -43K -41.6% $99.28 +29.4%
720 MPC PUT MARATHON PETE CORP Energy 23,600.0 $6.0M 0.02% +3K +14.6% $255.67 +41.1%
Page 36 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%