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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 76 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 TXRH CALL TEXAS ROADHOUSE INC Consumer Cyclical 10,500.0 $2.0M 0.01% +9K +650.0% $193.23 +6.2%
1502 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 15,400.0 $2.0M 0.01% +10K +170.2% $131.58 +6.3%
1503 FCEL PUT FUELCELL ENERGY INC Industrials 56,200.0 $2.0M 0.01% NEW $36.01 -47.9%
1504 S CALL SENTINELONE INC Technology 119,200.0 $2.0M 0.01% +88K +283.3% $16.97 +22.7%
1505 XBI SPDR SERIES TRUST 12,780.0 $2.0M 0.01% NEW $158.25 +3.7%
1506 ILMN CALL ILLUMINA INC Healthcare 11,500.0 $2.0M 0.01% +8K +187.5% $175.83 +27.0%
1507 BERTO ACQUISITION CORP II 200,000.0 $2.0M 0.01% NEW $10.11
1508 BBCP CONCRETE PUMPING HLDGS INC Industrials 167,633.0 $2.0M 0.01% NEW $12.05 -21.9%
1509 DKS PUT DICKS SPORTING GOODS INC Consumer Cyclical 8,900.0 $2.0M 0.01% +2K +36.9% $226.81 -20.9%
1510 RBLX PUT ROBLOX CORP Technology 37,100.0 $2.0M 0.01% -58K -61.2% $54.38 -28.7%
1511 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 38,200.0 $2.0M 0.01% +17K +76.8% $52.65 +23.8%
1512 WMB PUT WILLIAMS COS INC Energy 27,000.0 $2.0M 0.01% -44K -62.2% $74.34 -4.5%
1513 KLIC KULICKE & SOFFA INDS INC Technology 14,995.0 $2.0M 0.01% +15K +8371.8% $133.76 -37.6%
1514 VEEV PUT VEEVA SYS INC Healthcare 11,300.0 $2.0M 0.01% +7K +189.7% $177.47 +40.0%
1515 UPST PUT UPSTART HLDGS INC Financial Services 56,600.0 $2.0M 0.01% +9K +19.9% $35.43 -15.6%
1516 NUE PUT NUCOR CORP Basic Materials 9,000.0 $2.0M 0.01% -19K -67.4% $222.75 +9.8%
1517 EXLS EXLSERVICE HLDGS INC Technology 77,463.0 $2.0M 0.01% -167K -68.3% $25.86 +45.6%
1518 CORZ PUT CORE SCIENTIFIC INC NEW Technology 78,200.0 $2.0M 0.01% +69K +731.9% $25.59 -32.5%
1519 RBRK PUT RUBRIK INC. Technology 24,900.0 $2.0M 0.01% -6K -20.2% $80.28 +22.1%
1520 PNC CALL PNC FINL SVCS GROUP INC Financial Services 8,100.0 $2.0M 0.01% +100.0 +1.2% $246.22 -1.0%
Page 76 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%