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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 43 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BLTE BELITE BIO INC Healthcare 31,721.0 $4.9M 0.02% NEW $153.99 +4.6%
842 MIR MIRION TECHNOLOGIES INC Industrials 271,466.0 $4.9M 0.02% -1K -0.6% $17.93 -17.3%
843 PL PLANET LABS PBC Industrials 146,869.0 $4.9M 0.02% NEW $33.13 -32.7%
844 HIMS PUT HIMS & HERS HEALTH INC Healthcare 140,100.0 $4.9M 0.02% -3K -2.2% $34.67 -2.6%
845 DOW DOW HLDGS INC Basic Materials 177,332.0 $4.9M 0.02% +84K +90.7% $27.36 +18.2%
846 CVE CALL CENOVUS ENERGY INC Energy 195,500.0 $4.9M 0.02% +176K +882.4% $24.81 +32.7%
847 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 611,296.0 $4.8M 0.02% NEW $7.92 +9.8%
848 CRM PUT SALESFORCE INC Technology 30,900.0 $4.8M 0.02% -94K -75.2% $156.66 +33.5%
849 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 731,716.0 $4.8M 0.02% NEW $6.60 -9.5%
850 T PUT AT&T INC Communication Services 233,000.0 $4.8M 0.02% -9K -3.6% $20.70 +22.3%
851 KKR CALL KKR & CO INC 52,500.0 $4.8M 0.02% -3K -4.7% $91.78
852 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 246,869.0 $4.8M 0.02% -74K -23.0% $19.47 -19.1%
853 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 15,100.0 $4.8M 0.02% +6K +60.6% $317.53 -8.0%
854 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 100,246.0 $4.8M 0.02% +90K +865.1% $47.81 -8.5%
855 RKLB CALL ROCKET LAB CORP Industrials 47,100.0 $4.8M 0.02% -24K -34.1% $101.65 -28.6%
856 BIDU CALL BAIDU INC Communication Services 41,800.0 $4.8M 0.02% -36K -46.1% $114.29 -18.4%
857 F CALL FORD MTR CO Consumer Cyclical 342,700.0 $4.8M 0.02% -145K -29.7% $13.90 +3.7%
858 NKE CALL NIKE INC Consumer Cyclical 115,900.0 $4.8M 0.02% -15K -11.3% $41.05 -0.7%
859 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 90,286.0 $4.8M 0.02% +84K +1273.0% $52.65 +28.3%
860 MSTR CALL STRATEGY INC Technology 54,100.0 $4.7M 0.02% -14K -20.9% $86.93 +37.2%
Page 43 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%