Rule One Partners, LLC
CIK 2040263
13F filing for Q2 2026・No. 3,231
- Holdings
- US$694.09M
- Quarter change
- +US$593.4M
- Entries
- 14
- Net bought (estimate)
- +US$6.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 3
- Cut 0
- Added 6
- Corporate actions 0
- Unchanged 1
Largest holdings
9 stocks worth US$92.9M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NFLXNETFLIX INCCOM | Added | 405,000 | US$29.88M | 32.17% |
| SFMSPROUTS FMRS MKT INCCOM | Added | 210,800 | US$17.25M | 18.57% |
| CRMSALESFORCE INCCOM | Added | 99,001 | US$15.64M | 16.83% |
| LULULULULEMON ATHLETICA INCCOM | Added | 127,600 | US$14.58M | 15.70% |
| POOLPOOL CORPCOM | Added | 28,501 | US$6.03M | 6.49% |
| ZTSZOETIS INCCOM | New | 60,001 | US$4.4M | 4.73% |
| MSFTMicrosoftCOM | New | 5,500 | US$2.03M | 2.18% |
| PYPLPAYPAL HLDGS INCCOM | Unchanged | 35,001 | US$1.55M | 1.67% |
| NKENIKE INCCL B | Added | 37,001 | US$1.53M | 1.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.