Wolverine Asset Management LLC 13F holdings
Wolverine Asset Management LLC reported 993 positions with a total reported value of $2.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: GOOGL ALPHABET INC (10.9%), SMCI SUPER MICRO COMPUTER INC (3.5%), ALB ALBEMARLE CORP (2.9%), BA BOEING CO (2.3%), IREN IREN LIMITED (1.7%). Against 2026-03-31 it opened 188 new positions and exited 210. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 993 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC | 6,138,832 | $308.8M | 10.9% |
| SMCI SUPER MICRO COMPUTER INC | 1,924,254 | $98.8M | 3.5% |
| ALB ALBEMARLE CORP | 1,498,459 | $83.5M | 2.9% |
| BA BOEING CO | 944,387 | $65.0M | 2.3% |
| IREN IREN LIMITED | 1,079,196 | $49.4M | 1.7% |
| ORCL ORACLE CORP | 906,565 | $43.2M | 1.5% |
| SHIFT4 PMTS INC | 674,596 | $41.8M | 1.5% |
| NEE NEXTERA ENERGY INC | 837,728 | $40.7M | 1.4% |
| BRKR BRUKER CORP | 82,458 | $36.8M | 1.3% |
| NOVT NOVANTA INC | 428,610 | $29.3M | 1.0% |
| EVAC EQV VENTURES AC CORP. II | 2,610,467 | $26.0M | 0.9% |
| MARA MARA HOLDINGS INC | 1,694,207 | $23.5M | 0.8% |
| QXO QXO INC | 492,996 | $23.0M | 0.8% |
| AGRICULTURE & NAT SOL ACQ CO | 1,985,341 | $22.7M | 0.8% |
| MCHP MICROCHIP TECHNOLOGY INC. | 264,806 | $20.3M | 0.7% |
| DRUGS MADE IN AMER ACQ II CO | 2,354,579 | $18.7M | 0.7% |
| META META PLATFORMS INC | 31,893 | $18.0M | 0.6% |
| TSLA TESLA INC | 41,907 | $17.6M | 0.6% |
| SNOW SNOWFLAKE INC | 67,776 | $17.2M | 0.6% |
| MFA FINL INC | 1,709,312 | $16.6M | 0.6% |
| WHR WHIRLPOOL CORP | 441,252 | $15.5M | 0.5% |
| CHIMERA INVT CORP | 1,112,637 | $14.8M | 0.5% |
| POLE ANDRETTI ACQUISITION CORP II | 1,344,191 | $14.5M | 0.5% |
| APXT APEX TREAS CORP | 1,425,998 | $14.3M | 0.5% |
| PCG PG&E CORP | 324,120 | $13.5M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 188 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MARA MARA HOLDINGS INC | 1,694,207 | $23.5M | 0.8% |
| ON ON SEMICONDUCTOR CORP | 121,103 | $11.4M | 0.4% |
| ACGC ACP HOLDINGS ACQUISITION COR | 983,847 | $9.0M | 0.3% |
| HIMS HIMS & HERS HEALTH INC | 251,619 | $8.7M | 0.3% |
| QLEP QUANTUM LEAP ACQUISITION COR | 1,063,919 | $8.0M | 0.3% |
| DGAC DISCIPLINED GROWTH | 770,435 | $7.7M | 0.3% |
| APMC AMPERCAP ACQUISITION CO | 1,408,310 | $7.1M | 0.3% |
| BREZ BREEZE ACQUISITION CORP II | 947,119 | $6.9M | 0.2% |
| OHAC OCEANHAWK ACQUISITION CORP | 878,739 | $6.7M | 0.2% |
| WENC WEST ENCLAVE MERGER CORP | 675,276 | $6.4M | 0.2% |
| MP MATERIALS CORP | 114,206 | $6.4M | 0.2% |
| VECA VERNAL CAP ACQUISITION CORP | 919,860 | $6.3M | 0.2% |
| ATLQ JAB ACQUISITION CORP I | 615,000 | $6.2M | 0.2% |
| COLLECTIVE ACQUISITION CORP | 698,804 | $6.0M | 0.2% |
| GSRV GSR V ACQUISITION CORP | 590,000 | $5.9M | 0.2% |
| AESP AEON ACQUISITION I CORP | 561,871 | $5.7M | 0.2% |
| SAGU SHREYA ACQUISITION GROUP | 1,328,638 | $5.6M | 0.2% |
| MYX MAYWOOD ACQUISITION CORP 2 | 1,414,597 | $5.4M | 0.2% |
| ITT ITT INC | 25,500 | $5.0M | 0.2% |
| APUR APERTURE AC | 748,763 | $4.7M | 0.2% |
| QRED QUASAREDGE ACQUISITION CORP | 583,124 | $4.6M | 0.2% |
| PALO PALOMA ACQUISITION CORP I | 443,768 | $4.4M | 0.2% |
| ZKP LAFAYETTE DIGITAL ACQUISITIO | 430,123 | $4.3M | 0.2% |
| ARCL ARC GROUP ACQUISITION I CORP | 994,491 | $4.2M | 0.1% |
| BRKH BURTECH ACQUISITION CORP II | 409,500 | $4.1M | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 210 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| MELAR ACQUISITION CORP. I | 1,026,683 | $11.1M | 0.5% |
| AMZN AMAZON COM INC | 53,076 | $11.1M | 0.5% |
| MOUNTAIN LAKE ACQUISITION CO | 1,305,311 | $10.3M | 0.4% |
| ALFUU CENTURION ACQUISITION CORP | 946,776 | $10.2M | 0.4% |
| GPAT GP-ACT III ACQUISITION CORP | 745,440 | $8.1M | 0.3% |
| QCOM QUALCOMM INC | 59,837 | $7.7M | 0.3% |
| WT WISDOMTREE INC | 514,665 | $7.5M | 0.3% |
| PL PLANET LABS PBC | 454,036 | $7.5M | 0.3% |
| LIVE OAK ACQUISITION CORP V | 663,734 | $6.9M | 0.3% |
| RIOT RIOT PLATFORMS INC | 557,083 | $6.9M | 0.3% |
| LLY ELI LILLY & CO | 7,411 | $6.8M | 0.3% |
| AMD ADVANCED MICRO DEVICES INC | 29,904 | $6.1M | 0.3% |
| A PARADISE ACQUISITION CORP | 594,172 | $6.0M | 0.3% |
| DUNE ACQUISITION CORP II | 712,326 | $5.9M | 0.3% |
| SIMAU SIM ACQUISITION CORP. I | 569,910 | $5.9M | 0.3% |
| BMEZ BLACKROCK HEALTH SCIENCES TE | 379,615 | $5.5M | 0.2% |
| PLMK PLUM ACQUISITION CORP IV | 491,317 | $5.2M | 0.2% |
| NYLI CBRE GBL INFR MEGTRNDS | 321,227 | $4.7M | 0.2% |
| SEALED AIR CORP NEW | 111,489 | $4.7M | 0.2% |
| AIR LEASE CORP | 71,576 | $4.6M | 0.2% |
| EURK EUREKA ACQUISITION CORP | 395,924 | $4.5M | 0.2% |
| TONT GRAF GLOBAL CORP | 414,837 | $4.4M | 0.2% |
| NVRI ENVIRI CORP | 196,174 | $3.8M | 0.2% |
| SEMRUSH HLDGS INC | 314,211 | $3.8M | 0.2% |
| CLEARWATER ANALYTICS HLDGS I | 158,064 | $3.7M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 37,087 | 6,138,832 | +16,452.5% | $308.8M |
| SMCI SUPER MICRO COMPUTER INC | 92,233 | 1,924,254 | +1,986.3% | $98.8M |
| BA BOEING CO | 61,851 | 944,387 | +1,426.9% | $65.0M |
| MCHP MICROCHIP TECHNOLOGY INC. | 89,843 | 264,806 | +194.7% | $20.3M |
| QXO QXO INC | 222,731 | 492,996 | +121.3% | $23.0M |
| NOVT NOVANTA INC | 302,739 | 428,610 | +41.6% | $29.3M |
| BDCI BTC DEV CORP | 347,977 | 1,148,985 | +230.2% | $11.5M |
| WHR WHIRLPOOL CORP | 221,201 | 441,252 | +99.5% | $15.5M |
| SO SOUTHERN CO | 38,380 | 187,052 | +387.4% | $9.3M |
| ORCL ORACLE CORP | 763,910 | 906,565 | +18.7% | $43.2M |
| HCAC HALL CHADWICK ACQUISITION CO | 258,183 | 940,425 | +264.2% | $9.2M |
| AACI ARMADA ACQUISITION CORP III | 517,199 | 1,261,266 | +143.9% | $10.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BAC BANK OF AMER CORP | 159,063 | 2,792 | -98.2% | $3.5M |
| BTSG BRIGHTSPRING HEALTH SVCS INC | 341,962 | 54,193 | -84.2% | $12.5M |
| NVDA NVIDIA CORPORATION | 113,866 | 5,374 | -95.3% | $1.1M |
| BRKR BRUKER CORP | 127,791 | 82,458 | -35.5% | $36.8M |
| ETH GRAYSCALE ETHEREUM STAKING | 1,382,067 | 175,816 | -87.3% | $2.6M |
| TSLA TESLA INC | 74,955 | 41,907 | -44.1% | $17.6M |
| CUB LIONHEART HOLDINGS | 1,244,742 | 42,008 | -96.6% | $452.4K |
| HPE HEWLETT PACKARD ENTERPRISE C | 192,823 | 106,270 | -44.9% | $12.4M |
| AVGO BROADCOM INC | 24,427 | 339 | -98.6% | $128.1K |
| META META PLATFORMS INC | 47,381 | 31,893 | -32.7% | $18.0M |
| IREN IREN LIMITED | 1,234,751 | 1,079,196 | -12.6% | $49.4M |
| FACT FACT II ACQUISITION CORP | 653,633 | 12,060 | -98.2% | $128.2K |
CIK 1279891 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
