Rule One Partners, LLC reported 14 holdings worth US$694M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Rule One Partners, LLC reported 14 holdings worth US$694M as of Jun 30, 2026. Largest: Netflix, Inc., Sprouts Farmers Market, Inc. and Salesforce, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$694M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Netflix, Inc. | 405K | US$29.9M | 4.3% |
| Sprouts Farmers Market, Inc. | 211K | US$17.3M | 2.5% |
| Salesforce, Inc. | 99,001 | US$15.6M | 2.3% |
| Lululemon Athletica Inc. | 128K | US$14.6M | 2.1% |
| Pool Corporation | 28,501 | US$6.03M | 0.87% |
| Zoetis Inc. | 60,001 | US$4.4M | 0.63% |
| Microsoft Corp. | 5,500 | US$2.03M | 0.29% |
| Paypal Holdings, Inc. | 35,001 | US$1.55M | 0.22% |
| Nike, Inc. | 37,001 | US$1.53M | 0.22% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Lowe's Companies, Inc. | 0 | US$0 | 0.00% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |