RULE ONE PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 385K | $36.10M |
 | SFM | 129K | $10.28M |
 | LULU | 104K | $21.65M |
 | NKE | 37K | $2.36M |
 | PYPL | 35K | $2.04M |
 | HHH | 12K | $957.32K |
 | POOL | 8K | $1.72M |
 | ASML | 7K | $7.60M |
 | TXRH | 2K | $249.17K |
Netflix, Inc.
NFLX
Shares Held
385K
Value
$36.10M
Sprouts Farmers Market, Inc.
SFM
Shares Held
129K
Value
$10.28M
Lululemon Athletica Inc.
LULU
Shares Held
104K
Value
$21.65M
NIKE, Inc.
NKE
Shares Held
37K
Value
$2.36M
PayPal Holdings, Inc.
PYPL
Shares Held
35K
Value
$2.04M
Howard Hughes Holdings Inc.
HHH
Shares Held
12K
Value
$957.32K
Pool Corporation
POOL
Shares Held
8K
Value
$1.72M
ASML Holding N.V.
ASML
Shares Held
7K
Value
$7.60M
Texas Roadhouse, Inc.
TXRH
Shares Held
2K
Value
$249.17K