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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 56 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 HY HYSTER-YALE INC Industrials 94,963.0 $3.3M 0.01% +87K +1084.5% $35.06 -1.0%
1102 DOCN CALL DIGITALOCEAN HLDGS INC Technology 21,200.0 $3.3M 0.01% -5K -19.1% $157.03 -26.4%
1103 TANDEM DIABETES CARE INC 3,500,000.0 $3.3M 0.01% NEW $0.95
1104 B CALL BARRICK MNG CORP Basic Materials 90,500.0 $3.3M 0.01% +13K +16.5% $36.73 +29.6%
1105 HELP CYBIN INC Healthcare 502,554.0 $3.3M 0.01% NEW $6.61 +90.5%
1106 WDC CALL WESTERN DIGITAL CORP Technology 5,200.0 $3.3M 0.01% -38K -87.9% $638.72 -28.1%
1107 CRM SALESFORCE INC Technology 21,196.0 $3.3M 0.01% -95K -81.7% $156.66 +33.5%
1108 B PUT BARRICK MNG CORP Basic Materials 90,400.0 $3.3M 0.01% +27K +43.0% $36.73 +29.6%
1109 TROW PUT PRICE T ROWE GROUP INC Financial Services 29,200.0 $3.3M 0.01% -23K -43.9% $113.69 -1.9%
1110 CALL HONEYWELL AEROSPACE INC 15,000.0 $3.3M 0.01% NEW $221.08
1111 TSN CALL TYSON FOODS INC Consumer Defensive 57,900.0 $3.3M 0.01% +18K +43.3% $57.25 +2.1%
1112 CRVL CORVEL CORP Financial Services 52,915.0 $3.3M 0.01% +49K +1219.9% $62.52 +12.2%
1113 SNDR SCHNEIDER NATIONAL INC Industrials 90,319.0 $3.3M 0.01% NEW $36.53 -1.9%
1114 IREN IREN LIMITED Financial Services 71,936.0 $3.3M 0.01% -109K -60.3% $45.73 -8.4%
1115 LOGI CALL LOGITECH INTL S A Technology 34,900.0 $3.3M 0.01% +15K +73.6% $94.04 +2.1%
1116 EQNR CALL EQUINOR ASA Energy 104,200.0 $3.3M 0.01% +90K +644.3% $31.40 +36.5%
1117 OKLO PUT OKLO INC Utilities 62,500.0 $3.3M 0.01% +20K +48.8% $52.33 -19.6%
1118 KEYS KEYSIGHT TECHNOLOGIES INC Technology 9,332.0 $3.3M 0.01% +9K +2375.3% $350.07 -9.7%
1119 HOG HARLEY DAVIDSON INC Consumer Cyclical 133,325.0 $3.3M 0.01% -317K -70.4% $24.46 +15.3%
1120 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37,861.0 $3.3M 0.01% +32K +595.3% $86.09 +17.3%
Page 56 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%