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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 77 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TEAM CALL ATLASSIAN CORPORATION Technology 25,600.0 $2.0M 0.01% -10K -27.5% $77.79 +120.2%
1522 BNL BROADSTONE NET LEASE INC Real Estate 96,319.0 $2.0M 0.01% NEW $20.67 +2.6%
1523 SOXX ISHARES TR 3,105.0 $2.0M 0.01% -12K -79.3% $640.76 -21.0%
1524 EGO PUT ELDORADO GOLD CORP NEW Basic Materials 63,900.0 $2.0M 0.01% -56K -46.6% $31.09 +49.1%
1525 CGNX CALL COGNEX CORP Technology 27,400.0 $2.0M 0.01% +600.0 +2.2% $72.42 -19.2%
1526 APLD APPLIED DIGITAL CORP Technology 53,191.0 $2.0M 0.01% -3K -5.1% $37.30 -27.9%
1527 AEP CALL AMERICAN ELEC PWR CO INC Utilities 14,500.0 $2.0M 0.01% -1K -8.8% $136.81 -10.8%
1528 OCUL OCULAR THERAPEUTIX INC Healthcare 201,782.0 $2.0M 0.01% -539K -72.8% $9.82 +9.8%
1529 EQX CALL EQUINOX GOLD CORP Basic Materials 203,700.0 $2.0M 0.01% -123K -37.7% $9.72 +41.6%
1530 EAGLE NUCLEAR ENERGY CORP 1,363,707.0 $2.0M 0.01% +586K +75.2% $1.45
1531 RCAT RED CAT HLDGS INC Technology 185,539.0 $2.0M 0.01% +112K +151.1% $10.65 -16.2%
1532 AWK CALL AMERICAN WTR WKS CO INC NEW Utilities 15,000.0 $2.0M 0.01% +8K +100.0% $131.58 +6.3%
1533 PUT BROOKFIELD ASSET MANAGMT LTD 44,000.0 $2.0M 0.01% +10K +28.3% $44.85
1534 ARW ARROW ELECTRS INC Technology 9,234.0 $2.0M 0.01% -121K -92.9% $213.41 -5.4%
1535 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 5,300.0 $2.0M 0.01% +4K +211.8% $370.59 -2.8%
1536 SNPS PUT SYNOPSYS INC Technology 4,400.0 $2.0M 0.01% -3K -38.0% $446.07 -11.6%
1537 NNBR NN INC Industrials 546,652.0 $2.0M 0.01% NEW $3.59 +1.7%
1538 USAR PUT USA RARE EARTH INC Basic Materials 90,800.0 $2.0M 0.01% +44K +95.3% $21.58 -15.2%
1539 PUT CANADIAN PACIFIC KANSAS CITY 22,600.0 $2.0M 0.01% +6K +33.7% $86.65
1540 ENPH ENPHASE ENERGY INC Energy 39,765.0 $2.0M 0.01% -88K -69.0% $49.24 -24.5%
Page 77 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%