Wolverine Asset Management LLC 13F Holdings · Q2 2026
Wolverine Asset Management LLC reported 1,236 securities worth $11.38B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BABA (3.23%), BE (2.95%), IREN (2.05%). Among its top 25 positions this quarter: 8 new, 7 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $368.0M | 3.23% | 0 | Added |
| 2 | BE | BLOOM ENERGY CORP | $336.0M | 2.95% | 0 | Hold |
| 3 | IREN | IREN LIMITED | $233.7M | 2.05% | 5.1M | Trimmed |
| 4 | RIVN | RIVIAN AUTOMOTIVE INC | $184.7M | 1.62% | 10.6M | Added |
| 5 | STRK | STRATEGY INC | $183.9M | 1.62% | 0 | Added |
| 6 | NET | CLOUDFLARE INC | $182.1M | 1.60% | 0 | New |
| 7 | BE | BLOOM ENERGY CORP | $167.0M | 1.47% | 551,800 | Trimmed |
| 8 | NBIS | NEBIUS GROUP N.V. | $160.3M | 1.41% | 580,300 | Trimmed |
| 9 | DASH | DOORDASH INC | $158.5M | 1.39% | 0 | New |
| 10 | GOOGN | ALPHABET INC | $157.1M | 1.38% | 3.1M | New |
| 11 | AKAM | AKAMAI TECHNOLOGIES INC | $151.9M | 1.33% | 0 | New |
| 12 | GOOGM | ALPHABET INC | $151.8M | 1.33% | 3.0M | New |
| 13 | TCOM | TRIP COM GROUP LTD | $142.5M | 1.25% | 0 | Added |
| 14 | BBIO | BRIDGEBIO PHARMA INC | $136.3M | 1.20% | 0 | Trimmed |
| 15 | MARA | MARA HOLDINGS INC | $131.9M | 1.16% | 9.5M | Trimmed |
| 16 | RIVN | RIVIAN AUTOMOTIVE INC | $132.4M | 1.16% | 0 | Added |
| 17 | RBRK | RUBRIK INC. | $128.5M | 1.13% | 0 | New |
| 18 | AAPL | APPLE INC | $125.1M | 1.10% | 432,200 | Trimmed |
| 19 | JD | JD.COM INC | $124.6M | 1.09% | 0 | Added |
| 20 | GMEWS | GAMESTOP CORP | $121.0M | 1.06% | 0 | New |
| 21 | SMCIP | SUPER MICRO COMPUTER INC | $120.5M | 1.06% | 0 | Trimmed |
| 22 | MSTR | STRATEGY INC | $119.7M | 1.05% | 1.4M | Added |
| 23 | PCGPRX | PG&E CORP | $109.7M | 0.96% | 0 | Hold |
| 24 | SMCI | SUPER MICRO COMPUTER INC | $99.6M | 0.87% | 3.4M | Trimmed |
| 25 | SMCIP | SUPER MICRO COMPUTER INC | $98.8M | 0.87% | 1.9M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR