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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 38 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PM PHILIP MORRIS INTL INC Consumer Defensive 31,772.0 $5.7M 0.02% -32K -49.8% $180.91 +4.0%
742 VRT PUT VERTIV HOLDINGS CO Industrials 17,100.0 $5.7M 0.02% -6K -27.2% $334.82 -21.8%
743 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 146,821.0 $5.7M 0.02% +136K +1213.2% $38.96 +10.2%
744 SWKS SKYWORKS SOLUTIONS INC Technology 84,352.0 $5.7M 0.02% +75K +769.2% $67.80 -1.0%
745 OPCH OPTION CARE HEALTH INC Healthcare 272,298.0 $5.7M 0.02% +272K +10000.0% $20.97 +13.0%
746 TER PUT TERADYNE INC Technology 11,800.0 $5.7M 0.02% -16K -57.1% $483.84 -22.3%
747 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 22,800.0 $5.7M 0.02% +18K +330.2% $249.98 -4.1%
748 AMKR AMKOR TECHNOLOGY INC Technology 66,051.0 $5.7M 0.02% NEW $86.23 -41.7%
749 TGT PUT TARGET CORP Consumer Defensive 43,600.0 $5.7M 0.02% +20K +80.9% $130.61 +26.7%
750 SVM SILVERCORP METALS INC Basic Materials 562,601.0 $5.7M 0.02% +525K +1380.5% $10.10 +24.1%
751 ADI PUT ANALOG DEVICES INC Technology 14,300.0 $5.7M 0.02% +300.0 +2.1% $397.17 -6.1%
752 NTAP NETAPP INC Technology 36,647.0 $5.7M 0.02% +37K +10000.0% $154.76 +24.2%
753 SBUX PUT STARBUCKS CORP Consumer Cyclical 55,400.0 $5.7M 0.02% +10K +22.3% $102.19 +4.8%
754 GLW CALL CORNING INC Technology 22,100.0 $5.6M 0.02% -38K -63.3% $255.43 -41.4%
755 SITM SITIME CORP Technology 7,564.0 $5.6M 0.02% +7K +3118.7% $745.56 -17.5%
756 OKTA CALL OKTA INC Technology 41,300.0 $5.6M 0.02% $136.45 -1.0%
757 CIPHER DIGITAL INC 1,000,000.0 $5.6M 0.02% $5.61
758 SATS ECHOSTAR CORP Technology 55,127.0 $5.6M 0.02% +55K +10000.0% $101.50 -14.3%
759 BKV BKV CORP Energy 204,001.0 $5.6M 0.02% -455K -69.0% $27.36 -11.5%
760 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 39,200.0 $5.6M 0.02% +10K +36.1% $142.21 +5.6%
Page 38 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%