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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 45 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RKT PUT ROCKET COS INC Financial Services 290,700.0 $4.6M 0.02% +222K +321.3% $15.75 -11.6%
882 RYN RAYONIER INC Real Estate 215,034.0 $4.6M 0.02% NEW $21.28 -0.4%
883 WM PUT WASTE MGMT INC DEL Industrials 20,500.0 $4.6M 0.02% +9K +76.7% $222.88 +0.5%
884 KBH KB HOME Consumer Cyclical 72,648.0 $4.5M 0.02% +5K +7.6% $62.59 -11.5%
885 ETSY INC 60,350.0 $4.5M 0.02% -8K -12.1% $75.33
886 WDC PUT WESTERN DIGITAL CORP Technology 7,100.0 $4.5M 0.02% -32K -81.9% $638.72 -28.1%
887 APOS PUT APOLLO GLOBAL MGMT INC 38,300.0 $4.5M 0.02% -15K -28.7% $118.31
888 VTRS PUT VIATRIS INC Healthcare 285,300.0 $4.5M 0.02% +160K +127.7% $15.88 +2.8%
889 NXPI PUT NXP SEMICONDUCTORS N V Technology 16,100.0 $4.5M 0.02% +5K +42.5% $281.03 -19.7%
890 TRVI TREVI THERAPEUTICS INC Healthcare 241,987.0 $4.5M 0.02% NEW $18.65 -3.7%
891 WMT PUT WALMART INC Consumer Defensive 39,800.0 $4.5M 0.02% -21K -34.4% $113.26 -8.4%
892 PUT BERKSHIRE HATHAWAY INC DEL 9,000.0 $4.5M 0.02% -24K -72.9% $500.39
893 BRUKER CORP 10,000.0 $4.5M 0.02% $447.91
894 ASTS PUT AST SPACEMOBILE INC Technology 50,400.0 $4.5M 0.02% +22K +74.4% $88.86 -22.7%
895 MOS CALL MOSAIC CO Basic Materials 211,300.0 $4.5M 0.02% +163K +333.9% $21.19 +15.2%
896 ULCC FRONTIER GROUP HLDGS INC Industrials 566,044.0 $4.5M 0.02% +560K +9946.9% $7.91 -24.7%
897 AVAV AEROVIRONMENT INC Industrials 27,005.0 $4.5M 0.02% -3K -8.7% $165.07 -2.9%
898 GRAB GRAB HOLDINGS LIMITED Technology 1,180,974.0 $4.5M 0.02% -9.1M -88.5% $3.77 -7.7%
899 LEN CALL LENNAR CORP Consumer Cyclical 49,200.0 $4.5M 0.02% +30K +153.6% $90.49 -3.8%
900 EBAY PUT EBAY INC. Consumer Cyclical 39,800.0 $4.4M 0.02% -28K -41.0% $111.75 -6.8%
Page 45 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%