# WOLVERINE ASSET MANAGEMENT LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1279891. Source: https://holderbook.com/funds/1279891-wolverine-asset-management-llc/

- Reported value: $11.4B
- Positions: 1,384
- Weight of the ten largest: 18.7%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | - | $368.0M | 312,210,000 | 3.2% | 5 |
| BLOOM ENERGY CORP | - | $336.0M | 23,137,000 | 3.0% | 3 |
| IREN LIMITED | [IREN](https://holderbook.com/stocks/IREN/) | $233.7M | 1,079,196 | 2.1% | 7 |
| RIVIAN AUTOMOTIVE INC | [RIVN](https://holderbook.com/stocks/RIVN/) | $184.7M | 0 | 1.6% | 14 |
| STRATEGY INC | - | $183.9M | 180,135,000 | 1.6% | 4 |
| CLOUDFLARE INC | - | $182.1M | 143,657,000 | 1.6% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $167.0M | 0 | 1.5% | 13 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $160.3M | 0 | 1.4% | 5 |
| DOORDASH INC | - | $158.5M | 161,157,000 | 1.4% | 1 |
| ALPHABET INC | - | $157.1M | 3,133,921 | 1.4% | 1 |
| AKAMAI TECHNOLOGIES INC | - | $151.9M | 103,978,000 | 1.3% | 1 |
| ALPHABET INC | [GOOGN](https://holderbook.com/stocks/GOOGN/) | $151.8M | 3,004,911 | 1.3% | 1 |
| TRIP COM GROUP LTD | - | $142.5M | 144,616,000 | 1.3% | 5 |
| BRIDGEBIO PHARMA INC | - | $136.3M | 76,538,000 | 1.2% | 11 |
| RIVIAN AUTOMOTIVE INC | - | $132.4M | 112,010,000 | 1.2% | 10 |
| MARA HOLDINGS INC | [MARA](https://holderbook.com/stocks/MARA/) | $131.9M | 1,694,207 | 1.2% | 19 |
| RUBRIK INC. | - | $128.5M | 125,683,000 | 1.1% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $125.1M | 0 | 1.1% | 22 |
| JD.COM INC | - | $124.6M | 126,628,000 | 1.1% | 5 |
| GAMESTOP CORP | - | $121.0M | 118,500,000 | 1.1% | 1 |
| SUPER MICRO COMPUTER INC | - | $120.5M | 130,119,000 | 1.1% | 6 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $119.7M | 18,694 | 1.1% | 21 |
| PG&E CORP | - | $109.7M | 107,214,000 | 1.0% | 7 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $99.6M | 0 | 0.9% | 7 |
| SUPER MICRO COMPUTER INC | [SMCIP](https://holderbook.com/stocks/SMCIP/) | $98.8M | 1,924,254 | 0.9% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $97.4M | 0 | 0.9% | 18 |
| AKAMAI TECHNOLOGIES INC | - | $95.0M | 79,145,000 | 0.8% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $86.7M | 31,893 | 0.8% | 21 |
| UBER TECHNOLOGIES INC | - | $86.1M | 74,300,000 | 0.8% | 1 |
| GUIDEWIRE SOFTWARE INC | - | $85.4M | 88,681,000 | 0.8% | 2 |
| BRIDGEBIO PHARMA INC | - | $84.9M | 50,493,000 | 0.7% | 2 |
| ALBEMARLE CORP | [ALBPRA](https://holderbook.com/stocks/ALBPRA/) | $82.9M | 1,494,059 | 0.7% | 10 |
| MAKEMYTRIP LIMITED MAURITIUS | - | $80.1M | 88,118,000 | 0.7% | 1 |
| GAMESTOP CORP | - | $76.2M | 75,000,000 | 0.7% | 1 |
| STRATEGY INC | - | $75.9M | 85,750,000 | 0.7% | 2 |
| TRANSMEDICS GROUP INC | - | $75.4M | 69,459,000 | 0.7% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $75.1M | 0 | 0.7% | 20 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $74.6M | 5,374 | 0.7% | 26 |
| PPL CAP FDG INC | - | $74.4M | 65,500,000 | 0.7% | 2 |
| NIO INC | - | $73.5M | 72,650,000 | 0.6% | 8 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $73.4M | 67,776 | 0.6% | 8 |
| IRHYTHM HOLDINGS INC | - | $73.2M | 66,375,000 | 0.6% | 6 |
| ITRON INC | - | $72.6M | 72,696,000 | 0.6% | 3 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $72.5M | 0 | 0.6% | 6 |
| LUCID GROUP INC | [LCID](https://holderbook.com/stocks/LCID/) | $72.2M | 0 | 0.6% | 4 |
| NIO INC | [NIO](https://holderbook.com/stocks/NIO/) | $71.8M | 0 | 0.6% | 30 |
| JOBY AVIATION INC | - | $71.1M | 78,000,000 | 0.6% | 2 |
| STRATEGY INC | - | $70.7M | 73,600,000 | 0.6% | 5 |
| FLUOR CORP | - | $69.7M | 52,529,000 | 0.6% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $67.2M | 41,907 | 0.6% | 31 |
| WORKIVA INC | - | $63.9M | 68,182,000 | 0.6% | 8 |
| BOEING CO | [BAPRA](https://holderbook.com/stocks/BAPRA/) | $63.6M | 937,835 | 0.6% | 1 |
| OSCAR HEALTH INC | [OSCR](https://holderbook.com/stocks/OSCR/) | $61.8M | 0 | 0.5% | 3 |
| ALIGNMENT HEALTHCARE INC | - | $61.8M | 36,000,000 | 0.5% | 3 |
| BLACKBERRY LTD | - | $61.6M | 18,955,000 | 0.5% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $61.1M | 0 | 0.5% | 18 |
| CLEANSPARK INC | [CLSK](https://holderbook.com/stocks/CLSK/) | $60.9M | 3 | 0.5% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $57.9M | 27,126 | 0.5% | 20 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $56.1M | 0 | 0.5% | 20 |
| LYFT INC | - | $55.0M | 52,526,000 | 0.5% | 4 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $53.7M | 616 | 0.5% | 10 |
| ALARM COM HLDGS INC | - | $53.6M | 56,461,000 | 0.5% | 5 |
| XOMETRY INC | - | $53.1M | 23,900,000 | 0.5% | 1 |
| TERAWULF INC | [WULF](https://holderbook.com/stocks/WULF/) | $52.8M | 246,333 | 0.5% | 7 |
| FIRSTENERGY CORP | - | $52.7M | 48,314,000 | 0.5% | 1 |
| REPLIGEN CORP | - | $52.5M | 51,224,000 | 0.5% | 1 |
| STRATEGY INC | - | $51.6M | 50,699,000 | 0.5% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $50.7M | 0 | 0.4% | 21 |
| IREN LIMITED | - | $50.3M | 17,252,000 | 0.4% | 3 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $48.1M | 60,188 | 0.4% | 21 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $47.8M | 0 | 0.4% | 29 |
| INNOVIVA INC | - | $46.3M | 42,990,000 | 0.4% | 14 |
| A10 NETWORKS INC | - | $46.2M | 27,250,000 | 0.4% | 1 |
| RIOT PLATFORMS INC | [RIOT](https://holderbook.com/stocks/RIOT/) | $44.2M | 0 | 0.4% | 7 |
| GAMESTOP CORP | [GME](https://holderbook.com/stocks/GME/) | $44.2M | 3,459 | 0.4% | 6 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $44.0M | 0 | 0.4% | 20 |
| ALKAMI TECHNOLOGY INC | - | $41.8M | 43,591,000 | 0.4% | 2 |
| SHIFT4 PMTS INC | [FOURPRA](https://holderbook.com/stocks/FOURPRA/) | $41.4M | 667,140 | 0.4% | 5 |
| FIRST MAJESTIC SILVER CORP | [AG](https://holderbook.com/stocks/AG/) | $40.4M | 518,906 | 0.4% | 31 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $39.6M | 470,596 | 0.3% | 5 |
| ORACLE CORP | [ORCLPRD](https://holderbook.com/stocks/ORCLPRD/) | $39.5M | 881,373 | 0.3% | 2 |
| SPECTRUM BRANDS INC | - | $39.1M | 37,592,000 | 0.3% | 5 |
| AKAMAI TECHNOLOGIES INC | - | $39.0M | 32,740,000 | 0.3% | 6 |
| BRUKER CORP | [BRKRP](https://holderbook.com/stocks/BRKRP/) | $36.8M | 82,458 | 0.3% | 4 |
| COGENT BIOSCIENCES INC | - | $36.2M | 29,500,000 | 0.3% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $34.4M | 74,829 | 0.3% | 6 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $33.7M | 0 | 0.3% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $32.7M | 0 | 0.3% | 23 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $32.7M | 121,103 | 0.3% | 5 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $31.3M | 0 | 0.3% | 31 |
| NEXTERA ENERGY INC | [NEEPRV](https://holderbook.com/stocks/NEEPRV/) | $30.9M | 645,172 | 0.3% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $30.8M | 339 | 0.3% | 20 |
| RIOT PLATFORMS INC | - | $30.4M | 15,112,000 | 0.3% | 1 |
| LIFE360 INC | - | $29.5M | 28,300,000 | 0.3% | 1 |
| NOVANTA INC | [NOVTU](https://holderbook.com/stocks/NOVTU/) | $29.3M | 428,610 | 0.3% | 3 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $27.9M | 25,192 | 0.2% | 16 |
| VERTEX INC | - | $27.8M | 31,055,000 | 0.2% | 5 |
| BRIDGEBIO PHARMA INC | - | $27.0M | 24,392,000 | 0.2% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $27.0M | 0 | 0.2% | 18 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $27.0M | 0 | 0.2% | 4 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $11.4B | 1,384 |
| Q1 2026 | $10.4B | 1,407 |
| Q4 2025 | $12.7B | 1,358 |
| Q3 2025 | $13.5B | 1,282 |
| Q2 2025 | $10.8B | 1,295 |
| Q1 2025 | $8.4B | 1,255 |
| Q4 2024 | $10.0B | 1,314 |
| Q3 2024 | $9.3B | 1,370 |
| Q2 2024 | $8.8B | 1,384 |
| Q1 2024 | $8.7B | 1,418 |
| Q4 2023 | $11.7B | 1,497 |
| Q3 2023 | $8.9B | 1,589 |