Holdings
Rule One Fund
As of Jun 30, 2026, Rule One Fund reported 10 positions worth US$111M. Largest: Netflix, Inc., Constellation Software Inc. and Sprouts Farmers Market, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Netflix, Inc. | 395K | US$28.2M | +25,000 | Jun 30, 2026 |
| Constellation Software Inc. | 11,800 | US$22.3M | no change | Jun 30, 2026 |
| Sprouts Farmers Market, Inc. | 201K | US$17M | +300 | Jun 30, 2026 |
| Salesforce, Inc. | 96,000 | US$15M | +12,000 | Jun 30, 2026 |
| Lululemon Athletica Inc. | 119K | US$13.6M | +17,500 | Jun 30, 2026 |
| Pool Corporation | 27,500 | US$5.91M | +20,000 | Jun 30, 2026 |
| Zoetis Inc. | 60,000 | US$4.31M | new | Jun 30, 2026 |
| Microsoft Corp. | 5,500 | US$2.05M | new | Jun 30, 2026 |
| Paypal Holdings, Inc. | 35,000 | US$1.51M | no change | Jun 30, 2026 |
| Nike, Inc. | 35,000 | US$1.44M | new | Jun 30, 2026 |