13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001172661-23-000426
Total Value
$176.4M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 84,761 | $10.2M | 5.78% |
| 2 | ALTERYX INC | 02156B103 | 188,459 | $9.5M | 5.41% |
| 3 | BLOCK INC | BSQKZ | 149,810 | $9.4M | 5.34% |
| 4 | ALIGN TECHNOLOGY INC | ALGN | 44,615 | $9.4M | 5.33% |
| 5 | LULULEMON ATHLETICA INC | LULU | 28,704 | $9.2M | 5.21% |
| 6 | PROGYNY INC | PGNY | 294,590 | $9.2M | 5.20% |
| 7 | DATADOG INC | DDOG | 122,721 | $9.0M | 5.11% |
| 8 | CARMAX INC | KMX | 147,810 | $9.0M | 5.10% |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 84,333 | $8.9M | 5.03% |
| 10 | RH | RH | 32,464 | $8.7M | 4.92% |
| 11 | COUPA SOFTWARE INC | 22266L106 | 107,535 | $8.5M | 4.83% |
| 12 | EVERBRIDGE INC | EVEX-WT | 285,222 | $8.4M | 4.78% |
| 13 | QUALTRICS INTL INC | 747601201 | 809,269 | $8.4M | 4.76% |
| 14 | WORKDAY INC | WDAY | 50,143 | $8.4M | 4.76% |
| 15 | FIVE BELOW INC | FIVE | 47,341 | $8.4M | 4.75% |
| 16 | ELASTIC N V | ESTC | 160,658 | $8.3M | 4.69% |
| 17 | ZILLOW GROUP INC | Z | 244,831 | $7.9M | 4.47% |
| 18 | AMAZON COM INC | AMZN | 92,051 | $7.7M | 4.38% |
| 19 | SALESFORCE INC | CRM | 55,551 | $7.4M | 4.18% |
| 20 | ALPHABET INC | GOOG | 82,782 | $7.3M | 4.16% |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 13,582 | $1.4M | 0.80% |
| 22 | ALPHABET INC | GOOG | 9,600 | $847,008 | 0.48% |
| 23 | PALANTIR TECHNOLOGIES INC | PLTR | 82,200 | $527,724 | 0.30% |
| 24 | ELECTRONIC ARTS INC | EA | 1,900 | $232,142 | 0.13% |
| 25 | FARFETCH LTD | 30744W107 | 26,750 | $126,528 | 0.07% |