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Rule One Partners, LLC 13F holdings

Filed 2026-08-14 · Rule One Partners, LLC · 14 positions · $694.1M

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TickerCompanySharesValue% of portfolio
—SPDR S&P 500 ETF TR718.5K$532.4M76.7%
—ISHARES TR69.0K$42.4M6.1%
NFLXNETFLIX INC405.0K$29.9M4.3%
—ZOETIS INC246.5K$18.1M2.6%
SFMSPROUTS FMRS MKT INC210.8K$17.3M2.5%
CRMSALESFORCE INC99.0K$15.6M2.3%
LULULULULEMON ATHLETICA INC127.6K$14.6M2.1%
POOLPOOL CORP28.5K$6.0M0.9%
—POOL CORP22.0K$4.7M0.7%
ZTSZOETIS INC60.0K$4.4M0.6%
MSFTMICROSOFT CORP10.0K$3.7M0.5%
MSFTMICROSOFT CORP5.5K$2.0M0.3%
PYPLPAYPAL HLDGS INC35.0K$1.6M0.2%
NKENIKE INC37.0K$1.5M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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