Rule One Partners, LLC: 13F holdings
CIK 20402632026Q2
| Positions | 13 |
|---|---|
| Reported value | $694.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NFLX NETFLIX INC | 405,000 | $29.9m | 4.3% |
| SFM SPROUTS FMRS MKT INC | 210,800 | $17.3m | 2.5% |
| CRM SALESFORCE INC | 99,001 | $15.6m | 2.3% |
| LULU LULULEMON ATHLETICA INC | 127,600 | $14.6m | 2.1% |
| POOL POOL CORP | 28,501 | $6.0m | 0.9% |
| ZTS ZOETIS INC | 60,001 | $4.4m | 0.6% |
| MSFT MICROSOFT CORP | 5,500 | $2.0m | 0.3% |
| PYPL PAYPAL HLDGS INC | 35,001 | $1.6m | 0.2% |
| NKE NIKE INC | 37,001 | $1.5m | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040263")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.