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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 59 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 DPC HOLDINGS PLC 62,500.0 $3.1M 0.01% NEW $49.06
1162 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 169,400.0 $3.1M 0.01% -160K -48.6% $18.07 -23.5%
1163 LNG PUT CHENIERE ENERGY INC Energy 12,800.0 $3.1M 0.01% +8K +172.3% $239.01 +16.1%
1164 CEG CALL CONSTELLATION ENERGY CORP Utilities 12,300.0 $3.1M 0.01% -8K -38.5% $248.37 +9.9%
1165 ADSK PUT AUTODESK INC Technology 15,700.0 $3.1M 0.01% +6K +53.9% $194.42 +30.6%
1166 SWKS PUT SKYWORKS SOLUTIONS INC Technology 45,000.0 $3.1M 0.01% +21K +85.2% $67.80 -1.0%
1167 SMCI PUT SUPER MICRO COMPUTER INC Technology 103,900.0 $3.0M 0.01% -25K -19.5% $29.33 +27.0%
1168 VERSIGENT PLC 72,025.0 $3.0M 0.01% NEW $42.01
1169 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 396,346.0 $3.0M 0.01% -51K -11.5% $7.63 -14.3%
1170 LMB LIMBACH HLDGS INC Industrials 39,253.0 $3.0M 0.01% NEW $77.00 -44.3%
1171 ARM ARM HOLDINGS PLC Technology 8,509.0 $3.0M 0.01% +2K +38.5% $354.57 -31.4%
1172 SCCO PUT SOUTHERN COPPER CORP Basic Materials 17,300.0 $3.0M 0.01% +6K +54.5% $174.26 +24.0%
1173 CNP CALL CENTERPOINT ENERGY INC Utilities 68,400.0 $3.0M 0.01% -5K -6.3% $44.04 -12.0%
1174 COIN CALL COINBASE GLOBAL INC Financial Services 20,600.0 $3.0M 0.01% -26K -56.1% $146.19 +27.6%
1175 NXPI CALL NXP SEMICONDUCTORS N V Technology 10,700.0 $3.0M 0.01% +2K +18.9% $281.03 -19.7%
1176 TGT TARGET CORP Consumer Defensive 23,000.0 $3.0M 0.01% NEW $130.61 +26.7%
1177 QBTS CALL D-WAVE QUANTUM INC Technology 125,200.0 $3.0M 0.01% -64K -33.8% $23.99 -15.0%
1178 BITCOIN INFRASTRUCTURE ACQUI 300,000.0 $3.0M 0.01% $10.00
1179 VEEV CALL VEEVA SYS INC Healthcare 16,900.0 $3.0M 0.01% +15K +1026.7% $177.47 +39.7%
1180 BTDR BITDEER TECHNOLOGIES GROUP Technology 188,217.0 $3.0M 0.01% +83K +78.2% $15.87 -28.4%
Page 59 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%