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Portfolio (Quarterly) Guide ↗

WOLVERINE ASSET MANAGEMENT LLC

· CIK 0001279891
13F Portfolio $10.4B AUM 1,678 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 390 New 387 Added 569 Reduced 360 Exited
Page 2 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHIFT4 PMTS INC 706,580.0 $39.0M 0.38% +201K +39.8% $55.26
22 CLSK PUT CLEANSPARK INC Technology 4,571,000.0 $38.9M 0.38% +384K +9.2% $8.51 +54.1%
23 ENPHASE ENERGY INC 41,985,000.0 $37.6M 0.36% +32.7M +353.6% $0.89
24 BRUKER CORP 127,791.0 $36.8M 0.35% +11K +9.3% $287.99
25 COGENT BIOSCIENCES INC 29,500,000.0 $36.3M 0.35% +11.5M +63.9% $1.23
26 BLACKLINE INC 37,000,000.0 $34.8M 0.34% +31.5M +578.4% $0.94
27 SNOW PUT SNOWFLAKE INC Technology 221,300.0 $33.4M 0.32% +71K +46.9% $150.82 -0.0%
28 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,382,067.0 $27.4M 0.26% +440K +46.7% $19.86 +7.9%
29 META META PLATFORMS INC Communication Services 47,381.0 $27.1M 0.26% +15K +45.0% $572.13 +8.1%
30 OSCR PUT OSCAR HEALTH INC Healthcare 2,342,800.0 $26.9M 0.26% +1.3M +131.9% $11.47 +101.8%
31 EQV VENTURES AC CORP. II 2,554,437.0 $25.8M 0.25% +779K +43.9% $10.09
32 ENCORE CAP GROUP INC 20,375,000.0 $25.7M 0.25% +1.0M +5.2% $1.26
33 INTEGER HLDGS CORP 21,416,000.0 $25.5M 0.24% +3.0M +16.6% $1.19
34 FSLY PUT FASTLY INC Technology 848,700.0 $24.7M 0.24% +28K +3.4% $29.06 -39.2%
35 LIVANOVA PLC 20,397,000.0 $23.8M 0.23% +16.5M +427.7% $1.17
36 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 153,900.0 $22.5M 0.22% +50K +48.3% $146.28 -8.6%
37 MSFT CALL MICROSOFT CORP Technology 56,200.0 $20.8M 0.20% +7K +14.0% $370.17 +10.6%
38 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 131,000.0 $19.2M 0.18% +59K +80.9% $146.28 -8.6%
39 NEXTERA ENERGY INC 355,324.0 $18.6M 0.18% +348K +4466.0% $52.44
40 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 1,795,291.0 $17.9M 0.17% +733K +68.9% $9.97 +0.6%
Page 2 of 20  ·  387 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
Financial Services 50.7%
Technology 11.4%
Real Estate 9.1%
Industrials 6.9%
Consumer Cyclical 6.5%
Communication Services 5.1%
Basic Materials 3.2%
Healthcare 2.8%
Energy 2.4%
Utilities 1.1%