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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 79 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 GPN GLOBAL PMTS INC Industrials 26,219.0 $1.9M 0.01% -1K -4.0% $72.56 +30.0%
1562 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 24,800.0 $1.9M 0.01% +12K +98.4% $76.40 +2.3%
1563 ARES MANAGEMENT CORPORATION 50,000.0 $1.9M 0.01% NEW $37.88
1564 APA CALL APA CORPORATION Energy 58,100.0 $1.9M 0.01% -98K -62.8% $32.57 +31.9%
1565 MGNX MACROGENICS INC Healthcare 408,150.0 $1.9M 0.01% +73K +21.7% $4.62 -13.0%
1566 DASH PUT DOORDASH INC Communication Services 10,200.0 $1.9M 0.01% -11K -52.3% $184.53 +24.1%
1567 STLD CALL STEEL DYNAMICS INC Basic Materials 8,200.0 $1.9M 0.01% -18K -69.1% $229.46 -0.1%
1568 PUT EXPAND ENERGY CORPORATION 20,600.0 $1.9M 0.01% -12K -36.6% $91.19
1569 UBS PUT UBS GROUP AG Financial Services 37,900.0 $1.9M 0.01% -114K -75.1% $49.56 +8.4%
1570 W PUT WAYFAIR INC Consumer Cyclical 20,300.0 $1.9M 0.01% -8K -29.0% $92.42 +11.7%
1571 QBTS PUT D-WAVE QUANTUM INC Technology 77,900.0 $1.9M 0.01% -12K -13.8% $23.99 -22.1%
1572 SHAKE SHACK INC 2,000,000.0 $1.9M 0.01% $0.93
1573 OII CALL OCEANEERING INTL INC Energy 46,000.0 $1.9M 0.01% NEW $40.52 +24.5%
1574 IWM CALL ISHARES TR 6,200.0 $1.9M 0.01% $300.45 -0.8%
1575 WERN WERNER ENTERPRISES INC Industrials 42,649.0 $1.9M 0.01% NEW $43.61 -13.6%
1576 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 8,100.0 $1.9M 0.01% +4K +84.1% $229.57 +18.5%
1577 NEXA NEXA RES S A Basic Materials 151,758.0 $1.9M 0.01% -547K -78.3% $12.24 +24.3%
1578 JCI PUT JOHNSON CONTROLS INTERNATION Industrials 12,700.0 $1.9M 0.01% -7K -35.9% $146.11 -2.1%
1579 ASX CALL ASE TECHNOLOGY HLDG CO LTD Technology 41,100.0 $1.9M 0.01% -15K -26.6% $45.12 -19.7%
1580 CCJ PUT CAMECO CORP Energy 18,200.0 $1.9M 0.01% -4K -16.5% $101.86 +0.4%
Page 79 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%