Holdings
Rule One Partners, LLC
As of Jun 30, 2026, Rule One Partners, LLC reported 9 positions worth US$92.9M. Largest: Netflix, Inc., Sprouts Farmers Market, Inc. and Salesforce, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Netflix, Inc. | 405K | US$29.9M | +20,000 | Jun 30, 2026 |
| Sprouts Farmers Market, Inc. | 211K | US$17.3M | +1,800 | Jun 30, 2026 |
| Salesforce, Inc. | 99,001 | US$15.6M | +12,001 | Jun 30, 2026 |
| Lululemon Athletica Inc. | 128K | US$14.6M | +23,400 | Jun 30, 2026 |
| Pool Corporation | 28,501 | US$6.03M | +20,000 | Jun 30, 2026 |
| Zoetis Inc. | 60,001 | US$4.4M | new | Jun 30, 2026 |
| Microsoft Corp. | 5,500 | US$2.03M | new | Jun 30, 2026 |
| Paypal Holdings, Inc. | 35,001 | US$1.55M | no change | Jun 30, 2026 |
| Nike, Inc. | 37,001 | US$1.53M | +35,000 | Jun 30, 2026 |