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Rare Wolf Capital LLC 13F holdings

Filed 2026-07-24 · Rare Wolf Capital LLC · 120 positions · $155.7M

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TickerCompanySharesValue% of portfolio
GOOGALPHABET INC50.7K$17.9M11.5%
USFRWISDOMTREE TR208.2K$10.5M6.7%
MSFTMICROSOFT CORP26.7K$10.0M6.4%
NVDANVIDIA CORPORATION28.4K$5.7M3.6%
AMZNAMAZON COM INC23.8K$5.7M3.6%
GOOGLALPHABET INC13.2K$4.7M3.0%
NOWSERVICENOW INC40.4K$4.0M2.6%
UNHUNITEDHEALTH GROUP INC7.6K$3.1M2.0%
METAMETA PLATFORMS INC5.2K$2.9M1.9%
AMDADVANCED MICRO DEVICES INC4.4K$2.5M1.6%
CROXCROCS INC19.6K$2.4M1.5%
VEEVVEEVA SYS INC13.3K$2.4M1.5%
DGDOLLAR GEN CORP20.5K$2.4M1.5%
LRCXLAM RESEARCH CORP5.3K$2.3M1.5%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M1.4%
PFEPFIZER INC92.9K$2.2M1.4%
WPMWHEATON PRECIOUS METALS CORP19.4K$2.2M1.4%
OKTAOKTA INC15.7K$2.1M1.4%
LADLITHIA MTRS INC7.2K$2.1M1.3%
CRMSALESFORCE INC13.3K$2.1M1.3%
SHOPSHOPIFY INC17.5K$2.0M1.3%
ADBEADOBE INC9.7K$2.0M1.3%
MRKMERCK & CO INC13.6K$1.7M1.1%
BSMBLACK STONE MINERALS L P116.9K$1.6M1.0%
VTEBVANGUARD MUN BD FDS30.6K$1.5M1.0%
PEPPEPSICO INC10.2K$1.4M0.9%
ZSZSCALER INC8.9K$1.3M0.8%
MELIMERCADOLIBRE INC740$1.3M0.8%
PLTRPALANTIR TECHNOLOGIES INC10.6K$1.2M0.8%
SHMSPDR SERIES TRUST25.7K$1.2M0.8%
IWRISHARES TR11.2K$1.2M0.8%
TSNTYSON FOODS INC21.3K$1.2M0.8%
AAPLAPPLE INC4.1K$1.2M0.8%
VGTVANGUARD WORLD FD9.2K$1.1M0.7%
DISDISNEY WALT CO11.0K$1.1M0.7%
IGMISHARES TR6.5K$1.1M0.7%
VRTXVERTEX PHARMACEUTICALS INC2.0K$1.0M0.6%
SUBISHARES TR9.4K$999,9660.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.1K$984,7490.6%
ACWIISHARES INC11.2K$924,2460.6%
TSLATESLA INC2.2K$921,5340.6%
UPSTUPSTART HLDGS INC25.9K$918,5230.6%
LMNDLEMONADE INC14.0K$912,8470.6%
LMTLOCKHEED MARTIN CORP1.8K$905,8200.6%
SFMSPROUTS FMRS MKT INC10.4K$876,5870.6%
EXPEEXPEDIA GROUP INC3.4K$867,9450.6%
CWISPDR INDEX SHS FDS21.3K$866,1900.6%
FTNTFORTINET INC5.6K$862,2690.6%
PINSPINTEREST INC40.8K$857,3090.6%
IEFAISHARES TR8.3K$797,0750.5%
WDAYWORKDAY INC6.3K$776,5100.5%
JNJJOHNSON & JOHNSON3.0K$773,5920.5%
CCITIGROUP INC5.5K$769,5000.5%
VEAVANGUARD TAX-MANAGED FDS10.7K$759,3830.5%
TYLTYLER TECHNOLOGIES INC2.5K$735,5370.5%
MNSTMONSTER BEVERAGE CORP NEW7.5K$720,2270.5%
ISRGINTUIT2.7K$716,9670.5%
IWMISHARES TR2.4K$712,3670.5%
VTCVANGUARD SCOTTSDALE FDS9.2K$706,4060.5%
MUSTCOLUMBIA ETF TR I33.9K$704,3710.5%
Top Fund Holdings
13F
Top Fund Holdings

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