Rule One Partners, LLC

Reported value$92.9Mas of Jun 30, 2026

Positions9 2 new, 3 sold out

Top 10 weight100.0%NFLX alone is 32%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 9 stocks.

NFLXNetflix Inc

32.2%Added +5%

SFMSprouts Farmers Market, Inc.

18.6%

CRMSalesforce, Inc.

16.8%Added +14%

LULUlululemon athletica inc.

15.7%Added +22%

POOLPool Corp

6.5%Added +235%

ZTSZoetis Inc.

4.7%New

MSFTMicrosoft Corp

2.2%

PYPLPayPal Holdings, Inc.

1.7%

NKENIKE, Inc.

1.7%

NFLXNetflix Inc

32.2%Added +5%

SFMSprouts Farmers Market, Inc.

18.6%

CRMSalesforce, Inc.

16.8%+14%

LULUlululemon athletica inc.

15.7%

POOLPool Corp

6.5%+235%

ZTS4.7%PYPLNKE

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 9 as a list

NFLX Netflix Inc 32.2% Added +5%SFM Sprouts Farmers Market, Inc. 18.6% Held CRM Salesforce, Inc. 16.8% Added +14%LULU lululemon athletica inc. 15.7% Added +22%POOL Pool Corp 6.5% Added +235%ZTS Zoetis Inc. 4.7% New MSFT Microsoft Corp 2.2% New PYPL PayPal Holdings, Inc. 1.7% Held NKE NIKE, Inc. 1.7% Added +1749%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

ZTS $4.4M
MSFT $2.03M

arrow_upwardAdded

NKE +1749%
POOL +235%
LULU +22%
CRM +14%

arrow_downwardTrimmed

None

remove_circleSold out

ASML $9.38M
LOW $2.36M
CMG $32K

Rule One Partners, LLC

Where the money is

Biggest moves since Mar 31, 2026

Free weekly email