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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 68 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 HALO PUT HALOZYME THERAPEUTICS INC Healthcare 31,600.0 $2.5M 0.01% +11K +51.9% $78.27 +37.5%
1342 LMND PUT LEMONADE INC Financial Services 38,000.0 $2.5M 0.01% +31K +420.6% $65.05 -17.9%
1343 W CALL WAYFAIR INC Consumer Cyclical 26,700.0 $2.5M 0.01% -9K -25.0% $92.42 +11.5%
1344 HUM HUMANA INC Healthcare 6,209.0 $2.5M 0.01% +4K +166.2% $397.22 -3.5%
1345 AIP ARTERIS INC Technology 50,608.0 $2.5M 0.01% +50K +10000.0% $48.59 -53.0%
1346 LI LI AUTO INC Consumer Cyclical 209,151.0 $2.5M 0.01% -10K -4.4% $11.74 +6.8%
1347 VALE PUT VALE S A Basic Materials 162,900.0 $2.5M 0.01% -92K -36.1% $15.04 -0.1%
1348 M CALL MACYS INC Consumer Cyclical 103,900.0 $2.4M 0.01% +12K +12.4% $23.55 -1.6%
1349 RGNX REGENXBIO INC Healthcare 203,726.0 $2.4M 0.01% NEW $11.98 -31.3%
1350 BCS CALL BARCLAYS PLC Financial Services 90,600.0 $2.4M 0.01% +9K +11.6% $26.86 +0.3%
1351 EL PUT LAUDER ESTEE COS INC Consumer Defensive 30,800.0 $2.4M 0.01% +7K +28.3% $78.95 +30.7%
1352 CALL VIKING HOLDINGS LTD 23,200.0 $2.4M 0.01% +11K +95.0% $104.67
1353 IIIN INSTEEL INDS INC Industrials 80,401.0 $2.4M 0.01% NEW $30.20 +0.2%
1354 SONY CALL SONY GROUP CORP Technology 120,700.0 $2.4M 0.01% +29K +31.3% $20.06 +20.8%
1355 TOI THE ONCOLOGY INSTITUTE INC Healthcare 445,832.0 $2.4M 0.01% NEW $5.43 -5.5%
1356 KLAC PUT KLA CORP Technology 8,000.0 $2.4M 0.01% +5K +166.7% $301.71 -40.2%
1357 BMNR PUT BITMINE IMMERSION TECHS INC Financial Services 181,300.0 $2.4M 0.01% -50K -21.7% $13.31 +82.2%
1358 VRT CALL VERTIV HOLDINGS CO Industrials 7,200.0 $2.4M 0.01% -14K -66.0% $334.82 -24.4%
1359 PKX POSCO HOLDINGS INC Basic Materials 46,911.0 $2.4M 0.01% NEW $51.38 +14.5%
1360 WEC PUT WEC ENERGY GROUP INC Utilities 20,600.0 $2.4M 0.01% -2K -6.8% $116.77 -8.1%
Page 68 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%