account_balance
Investment manager · 13F filer · SEC CIK 1279891
Wolverine Asset Management LLC
Reported value$10.8Bas of Sep 30, 2026
Positions1,294 274 new, 242 sold out
Top 10 weight26.9%Lumentum Hldgs Inc alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
Lumentum Hldgs Inc
6.1%New
Alibaba Group HLDG Ltd
3.6%
Cloudflare Inc
2.8%Added +33%
Bloom Energy Corp
2.7%Trimmed −6%
Doordash Inc
2.1%Added +45%
Strategy Inc
2.0%Added +3%
Nova Ltd
2.0%New
Datadog Inc
2.0%New
Guardant Health Inc
2.0%New
Bridgebio Pharma Inc
1.7%Added +51%
Rubrik Inc.
1.7%Added +19%
GOOGNAlphabet Inc
1.6%Added +13%
Lumentum Hldgs Inc
6.1%New
Alibaba Group HLDG Ltd
3.6%
Cloudflare Inc2.8%
Bloom Energy Corp2.7%
Doordash Inc2.1%
Strategy Inc2.0%
Nova Ltd2.0%
Datadog Inc2.0%
Guardant Health Inc2.0%
Bridgebio Pharma Inc1.7%
Rubrik Inc.1.7%
GOOGN1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Lumentum Hldgs Inc 6.1% New
Alibaba Group HLDG Ltd 3.6% Held
Cloudflare Inc 2.8% Added +33%
Bloom Energy Corp 2.7% Trimmed −6%
Doordash Inc 2.1% Added +45%
Strategy Inc 2.0% Added +3%
Nova Ltd 2.0% New
Datadog Inc 2.0% New
Guardant Health Inc 2.0% New
Bridgebio Pharma Inc 1.7% Added +51%
Rubrik Inc. 1.7% Added +19%
GOOGN Alphabet Inc 1.6% Added +13%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- Lumentum Hldgs Inc $659M
- Nova Ltd $217M
- Datadog Inc $217M
- Guardant Health Inc $213M
arrow_upwardAdded
- ETH +1015%
- Strategy Inc +768%
- Nutanix Inc +325%
- Pinnacle West Cap Corp +275%
arrow_downwardTrimmed
- Strategy Inc −35%
- Makemytrip Limited Mauritius −23%
- Etsy Inc −18%
- Alarm Com Hldgs Inc −17%
remove_circleSold out
- Super Micro Computer Inc $120M
- IREN $49.4M
- ORCLPRD $39.5M
- ANSC $22.7M