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Portfolio (Quarterly) Guide ↗

Owl Creek Wealth Partners LLC

· CIK 0002133805
13F Portfolio $342M AUM 1,289 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 509 Added 179 Reduced 74 Exited
Page 19 of 26  ·  509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OKTA OKTA INC Technology 177.0 $24K 0.01% +40.0 +29.2% $136.45 +26.8%
362 NTRA NATERA INC Healthcare 88.0 $24K 0.01% +5.0 +6.0% $271.45 +18.6%
363 AVTR AVANTOR INC Healthcare 2,380.0 $24K 0.01% +1K +82.4% $9.90 +46.9%
364 PSA PUBLIC STORAGE Real Estate 74.0 $24K 0.01% +5.0 +7.2% $318.31 -3.6%
365 TYL TYLER TECHNOLOGIES INC Technology 80.0 $23K 0.01% +27.0 +50.9% $292.46 +27.3%
366 PKG PACKAGING CORP AMER Consumer Cyclical 98.0 $23K 0.01% +5.0 +5.4% $238.29 -1.8%
367 XPO XPO INC Industrials 113.0 $23K 0.01% +5.0 +4.6% $205.29 -5.5%
368 DTE DTE ENERGY CO Utilities 152.0 $23K 0.01% +10.0 +7.0% $152.38 -11.0%
369 TWLO TWILIO INC Communication Services 110.0 $23K 0.01% +5.0 +4.8% $206.34 +14.2%
370 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 1,250.0 $22K 0.01% +105.0 +9.2% $17.96 -5.8%
371 LBRDK LIBERTY BROADBAND CORP Communication Services 665.0 $22K 0.01% +580.0 +682.4% $33.26 +8.3%
372 DUOL DUOLINGO INC Technology 190.0 $22K 0.01% +145.0 +322.2% $115.02 +29.0%
373 STE STERIS PLC Healthcare 102.0 $21K 0.01% +5.0 +5.2% $210.58 +10.5%
374 LIBERTY MEDIA CORP DEL 219.0 $21K 0.01% +120.0 +121.2% $95.14
375 ARMK ARAMARK Industrials 364.0 $21K 0.01% +15.0 +4.3% $56.90 -1.0%
376 ENTG ENTEGRIS INC Technology 115.0 $21K 0.01% +5.0 +4.5% $179.86 -24.8%
377 DRI DARDEN RESTAURANTS INC Consumer Cyclical 99.0 $20K 0.01% +45.0 +83.3% $206.01 +4.0%
378 ARES ARES MANAGEMENT CORPORATION Financial Services 181.0 $20K 0.01% +80.0 +79.2% $111.31 +28.6%
379 LEIDOS HOLDINGS INC 195.0 $20K 0.01% +19.0 +10.8% $102.97
380 ATO ATMOS ENERGY CORP Utilities 115.0 $20K 0.01% +5.0 +4.5% $172.28 -3.6%
Page 19 of 26  ·  509 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
Technology 35.4%
Financial Services 17.7%
Consumer Cyclical 9.4%
Healthcare 9.2%
Industrials 8.0%
Communication Services 7.1%
Consumer Defensive 4.1%
Energy 2.8%
Utilities 2.3%
Basic Materials 2.0%