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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 47 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 23,700.0 $4.3M 0.01% -20K -45.4% $180.91 +4.0%
922 SION SIONNA THERAPEUTICS INC Healthcare 97,347.0 $4.3M 0.01% +82K +544.8% $43.99 -88.0%
923 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 70,532.0 $4.3M 0.01% +70K +9806.2% $60.67 +27.0%
924 RLMD RELMADA THERAPEUTICS INC Healthcare 616,238.0 $4.3M 0.01% NEW $6.92 -33.1%
925 CSX CALL CSX CORP Industrials 89,600.0 $4.3M 0.01% -10K -9.8% $47.53 +8.5%
926 GILD PUT GILEAD SCIENCES INC Healthcare 33,700.0 $4.3M 0.01% -99K -74.6% $126.34 +15.7%
927 KGS KODIAK GAS SVCS INC Energy 56,666.0 $4.3M 0.01% -344K -85.8% $75.13 -18.2%
928 RAPP RAPPORT THERAPEUTICS INC Healthcare 102,163.0 $4.3M 0.01% +91K +816.4% $41.67 +15.8%
929 ALAB ASTERA LABS INC Technology 8,806.0 $4.3M 0.01% -20K -69.4% $483.02 -41.0%
930 STM CALL STMICROELECTRONICS N V Technology 56,400.0 $4.2M 0.01% -41K -42.1% $74.89 -32.5%
931 ABVX ABIVAX SA Healthcare 31,632.0 $4.2M 0.01% +23K +268.1% $133.26 -13.7%
932 SATS CALL ECHOSTAR CORP Technology 41,500.0 $4.2M 0.01% -14K -25.1% $101.50 -14.3%
933 CHWY CALL CHEWY INC Consumer Cyclical 214,300.0 $4.2M 0.01% +141K +193.2% $19.65 +22.2%
934 FIS CALL FIDELITY NATL INFORMATION SV Technology 107,800.0 $4.2M 0.01% +59K +122.7% $38.88 +6.3%
935 SYK CALL STRYKER CORPORATION Healthcare 13,300.0 $4.2M 0.01% +4K +49.4% $314.84 +4.6%
936 PUT UNILEVER PLC 69,400.0 $4.2M 0.01% +18K +35.5% $60.12
937 EIX CALL EDISON INTL Utilities 55,900.0 $4.2M 0.01% +44K +365.8% $74.45 -3.8%
938 LEU CENTRUS ENERGY CORP Energy 24,791.0 $4.2M 0.01% +314.0 +1.3% $167.87 +11.0%
939 LYFT CALL LYFT INC Technology 284,500.0 $4.2M 0.01% +209K +275.3% $14.61 +19.6%
940 CRWD CALL CROWDSTRIKE HLDGS INC Technology 6,100.0 $4.2M 0.01% -11K -63.7% $170.20 +12.8%
Page 47 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%