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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 35 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TRU TRANSUNION Industrials 234.0 $17K 0.01% +80.0 +52.0% $72.14 +16.0%
682 RBRK RUBRIK INC. Technology 210.0 $17K 0.01% +40.0 +23.5% $80.28 +10.1%
683 EFX EQUIFAX INC Industrials 106.0 $17K 0.01% -66.0 -38.4% $158.73 +17.3%
684 TEAM ATLASSIAN CORPORATION Technology 215.0 $17K 0.01% +60.0 +38.7% $77.79 +140.4%
685 IONS IONIS PHARMACEUTICALS INC Healthcare 210.0 $17K 0.01% +40.0 +23.5% $79.29 -24.5%
686 FIG FIGMA INC Technology 920.0 $17K 0.01% NEW $18.09 +50.4%
687 EXPD EXPEDITORS INTL WASH INC Industrials 102.0 $17K 0.01% +5.0 +5.2% $162.98 +15.2%
688 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 280.0 $17K 0.01% +140.0 +100.0% $59.36 -19.6%
689 CRCL CIRCLE INTERNET GROUP INC Financial Services 265.0 $17K 0.01% NEW $62.63 +42.9%
690 PHG KONINKLIJKE PHILIPS N V Healthcare 609.0 $17K 0.01% -300.0 -33.0% $27.19 -2.2%
691 CPB THE CAMPBELLS COMPANY Consumer Defensive 740.0 $16K 0.01% +470.0 +174.1% $22.27 +6.5%
692 FISV FISERV INC Technology 334.0 $16K 0.01% -542.0 -61.9% $49.05 +5.3%
693 GLOB GLOBANT S A Technology 565.0 $16K 0.01% +545.0 +2725.0% $28.94 +37.1%
694 SUTRO BIOPHARMA INC 491.0 $16K 0.01% $33.20
695 POOL POOL CORP Industrials 75.0 $16K 0.01% $214.91 -15.0%
696 TKO TKO GROUP HOLDINGS INC Communication Services 80.0 $16K 0.01% $201.31 -9.5%
697 PCVX VAXCYTE INC Healthcare 275.0 $16K 0.01% $58.13 +4.6%
698 SOUTHSTATE BK CORP 160.0 $16K 0.01% NEW $99.90
699 AGX ARGAN INC Industrials 20.0 $16K 0.01% $798.55 -49.3%
700 LAMR LAMAR ADVERTISING CO Real Estate 102.0 $16K 0.01% +5.0 +5.2% $155.98 -3.1%
Page 35 of 65  ·  1,289 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%