Rule One Partners, LLC
12 holdingsFiling period: 2026-03-31Current AUM: $89.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX, INC. | 385.0K | $37.0M | $27.6M | 30.83% | -- | 2026-03-31 |
| 2 | CRM | SALESFORCE, INC | 87.0K | $16.2M | $16.0M | 17.88% | -- | 2026-03-31 |
| 3 | SFM | SPROUTS FARMERS MARKET, INC. | 209.0K | $16.1M | $18.2M | 20.34% | +80.0K | 2026-03-31 |
| 4 | LULU | LULULEMON ATHLETICA INC. | 104.2K | $16.0M | $12.4M | 13.83% | -- | 2026-03-31 |
| 5 | — | ASML HOLDING N V | 7.1K | $9.4M | $9.4M | 10.47% | -- | 2026-03-31 |
| 6 | LOW | LOWE'S COMPANIES, INC. | 10.0K | $2.4M | $2.1M | 2.32% | -- | 2026-03-31 |
| 7 | POOL | POOL CORPORATION | 8.5K | $1.7M | $1.6M | 1.76% | +1.0K | 2026-03-31 |
| 8 | PYPL | PAYPAL HOLDINGS, INC. | 35.0K | $1.6M | $2.0M | 2.24% | -- | 2026-03-31 |
| 9 | NKE | NIKE INC | 2.0K | $105K | $83K | 0.09% | -35,000 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 1.1K | $95K | $113K | 0.13% | -104,346 | 2026-03-31 |
| 11 | POOL | POOL CORPORATION | 220 | $76K | $70K | 0.08% | -- | 2026-03-31 |
| 12 | CMG | CHIPOTLE MEXICAN GRILL INC | 1.0K | $32K | $37K | 0.04% | -- | 2026-03-31 |
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