account_balance
Investment manager · 13F filer · SEC CIK 2105393
Rare Wolf Capital LLC
Reported value$169Mas of Sep 30, 2026
Positions117 7 new, 10 sold out
Top 10 weight43.5%GOOG alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
10.2%
MSFTMicrosoft Corp
7.4%Trimmed −9%
USFRWisdomtree Tr
6.8%Added +9%
NVDANVIDIA Corp
3.9%
AMZNAmazon.com Inc
3.3%Trimmed −6%
NOWServiceNow, Inc.
3.2%
GOOGLAlphabet Inc.
2.6%Trimmed −4%
VEEVVeeva Systems Inc
2.3%
METAMeta Platforms, Inc.
2.1%−4%
ADBEAdobe Inc.
1.9%
CRMSalesforce, Inc.
1.8%
UNHUnitedHealth Group Inc
1.7%
GOOGAlphabet Inc.
10.2%
MSFTMicrosoft Corp
7.4%Trimmed −9%
USFRWisdomtree Tr
6.8%+9%
NVDANVIDIA Corp
3.9%
AMZNAmazon.com Inc
3.3%
NOWServiceNow, Inc.
3.2%
GOOGLAlphabet Inc.
2.6%
VEEVVeeva Systems Inc
2.3%
METAADBECRM1.8%UNH1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 10.2% HeldMSFT Microsoft Corp 7.4% Trimmed −9%
USFR Wisdomtree Tr 6.8% Added +9%
NVDA NVIDIA Corp 3.9% HeldAMZN Amazon.com Inc 3.3% Trimmed −6%NOW ServiceNow, Inc. 3.2% HeldGOOGL Alphabet Inc. 2.6% Trimmed −4%VEEV Veeva Systems Inc 2.3% HeldMETA Meta Platforms, Inc. 2.1% Trimmed −4%ADBE Adobe Inc. 1.9% Added +36%CRM Salesforce, Inc. 1.8% HeldUNH UnitedHealth Group Inc 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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