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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 37 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PAYX PUT PAYCHEX INC Industrials 61,300.0 $6.0M 0.02% +40K +190.5% $98.33 +26.6%
722 LUV SOUTHWEST AIRLS CO Industrials 117,059.0 $6.0M 0.02% -286K -70.9% $51.42 -21.5%
723 TNGX TANGO THERAPEUTICS INC Healthcare 192,270.0 $6.0M 0.02% NEW $31.26 -23.6%
724 ENPH PUT ENPHASE ENERGY INC Energy 122,000.0 $6.0M 0.02% +41K +50.4% $49.24 -21.6%
725 IEX IDEX CORP Industrials 26,369.0 $6.0M 0.02% +5K +23.1% $226.95 +3.3%
726 CI PUT THE CIGNA GROUP Healthcare 21,700.0 $6.0M 0.02% +17K +342.9% $275.68 +0.7%
727 ZM PUT ZOOM COMMUNICATIONS INC Technology 69,300.0 $6.0M 0.02% +51K +282.9% $86.31 +24.5%
728 DINO HF SINCLAIR CORP Energy 85,528.0 $6.0M 0.02% -242K -73.9% $69.65 +39.7%
729 PUT CARNIVAL CORP LTD 207,600.0 $5.9M 0.02% NEW $28.57
730 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 53,900.0 $5.9M 0.02% -7K -11.1% $109.77 -0.4%
731 AMKR CALL AMKOR TECHNOLOGY INC Technology 68,600.0 $5.9M 0.02% +56K +466.9% $86.23 -41.7%
732 ACADIAN ASSET MANAGEMENT INC 82,585.0 $5.9M 0.02% +63K +321.6% $71.52
733 PUT TOTALENERGIES SE 75,300.0 $5.9M 0.02% -65K -46.3% $77.76
734 RDDT CALL REDDIT INC Communication Services 33,700.0 $5.8M 0.02% +4K +12.0% $173.58 -11.7%
735 KHC CALL KRAFT HEINZ CO Consumer Defensive 247,400.0 $5.8M 0.02% -89K -26.5% $23.62 +8.3%
736 LOW LOWES COS INC Consumer Cyclical 26,323.0 $5.8M 0.02% +15K +133.5% $220.49 -2.0%
737 RY CALL ROYAL BK CDA Financial Services 28,000.0 $5.8M 0.02% -5K -15.4% $206.97 -0.8%
738 GLADSTONE CAP CORP 6,000,000.0 $5.8M 0.02% $0.97
739 PKG PACKAGING CORP AMER Consumer Cyclical 24,285.0 $5.8M 0.02% NEW $238.28 +6.1%
740 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 217,207.0 $5.8M 0.02% +60K +37.7% $26.52 -11.5%
Page 37 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%