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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 57 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NET CALL CLOUDFLARE INC Technology 13,200.0 $3.2M 0.01% -2K -10.8% $245.28 +19.5%
1122 EMR CALL EMERSON ELEC CO Industrials 22,600.0 $3.2M 0.01% +18K +413.6% $143.15 +9.8%
1123 SWKS CALL SKYWORKS SOLUTIONS INC Technology 47,600.0 $3.2M 0.01% +12K +33.0% $67.80 -1.0%
1124 TEL CALL TE CONNECTIVITY PLC Technology 16,000.0 $3.2M 0.01% +13K +370.6% $201.61 +1.0%
1125 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 35,300.0 $3.2M 0.01% -4K -10.6% $91.20 -16.6%
1126 CARG CARGURUS INC Consumer Cyclical 94,411.0 $3.2M 0.01% -114K -54.7% $34.09 +8.1%
1127 CPRT PUT COPART INC Industrials 114,000.0 $3.2M 0.01% +49K +75.9% $28.19 +19.9%
1128 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 23,100.0 $3.2M 0.01% -42K -64.7% $139.09 -2.5%
1129 HALO CALL HALOZYME THERAPEUTICS INC Healthcare 41,000.0 $3.2M 0.01% +28K +222.8% $78.27 +38.2%
1130 GPC CALL GENUINE PARTS CO Consumer Cyclical 27,200.0 $3.2M 0.01% +21K +318.5% $117.98 +13.5%
1131 RGLD ROYAL GOLD INC Basic Materials 16,060.0 $3.2M 0.01% -38K -70.0% $199.61 +29.8%
1132 LTM PUT LATAM AIRLINES GROUP SA Industrials 55,000.0 $3.2M 0.01% -58K -51.1% $58.27 -11.5%
1133 CHURCHILL CAP CORP XI 431,732.0 $3.2M 0.01% NEW $7.41
1134 APOS CALL APOLLO GLOBAL MGMT INC 27,000.0 $3.2M 0.01% -58K -68.4% $118.31
1135 GSK PUT GSK PLC Healthcare 60,700.0 $3.2M 0.01% -64K -51.3% $52.42 -0.0%
1136 CZR PUT CAESARS ENTERTAINMENT INC NE Consumer Cyclical 105,400.0 $3.2M 0.01% +62K +142.9% $30.18 -1.4%
1137 STLA CALL STELLANTIS N.V Consumer Cyclical 553,300.0 $3.2M 0.01% +250K +82.4% $5.74 -5.7%
1138 CVE PUT CENOVUS ENERGY INC Energy 128,000.0 $3.2M 0.01% +68K +113.3% $24.81 +32.7%
1139 MZTI MARZETTI COMPANY Consumer Defensive 27,776.0 $3.2M 0.01% NEW $114.16 -2.2%
1140 FITB PUT FIFTH THIRD BANCORP Financial Services 55,900.0 $3.2M 0.01% +33K +143.0% $56.37 -2.7%
Page 57 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%