Institutions / Rule One Partners, LLC
Rule One Partners, LLC
CIK 2040263 · Institution · as of Dec 31, 2025
Portfolio value
$82.95M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Netflix Inc | $36.10M | 43.5% |
| Lululemon Athletica Inc | $21.65M | 26.1% |
| Sprouts Farmers Market, Inc. | $10.28M | 12.4% |
| Asml Holding N V | $7.60M | 9.2% |
| NIKE, Inc. | $2.36M | 2.8% |
| PayPal Holdings, Inc. | $2.04M | 2.5% |
| Pool Corp | $1.72M | 2.1% |
| Howard Hughes Holdings Inc. | $957.3K | 1.2% |
| Texas Roadhouse, Inc. | $249.2K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.