13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q2 2023 · Filed May 2, 2023 · Accession 0001172661-23-001777
Total Value
$210.9M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 59,375 | $12.6M | 5.97% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 89,603 | $12.3M | 5.83% |
| 3 | CARMAX INC | KMX | 177,180 | $11.4M | 5.40% |
| 4 | EVERBRIDGE INC | EVEX-WT | 323,938 | $11.2M | 5.33% |
| 5 | WORKDAY INC | WDAY | 53,895 | $11.1M | 5.28% |
| 6 | ACV AUCTIONS INC | ACVA | 854,852 | $11.0M | 5.23% |
| 7 | ALIGN TECHNOLOGY INC | ALGN | 32,655 | $10.9M | 5.17% |
| 8 | NU HLDGS LTD | NU | 2,260,398 | $10.8M | 5.10% |
| 9 | FIVE BELOW INC | FIVE | 51,760 | $10.7M | 5.06% |
| 10 | BLOCK INC | BSQKZ | 154,250 | $10.6M | 5.02% |
| 11 | OKTA INC | OKTA | 122,699 | $10.6M | 5.02% |
| 12 | ALPHABET INC | GOOG | 101,405 | $10.5M | 5.00% |
| 13 | ZILLOW GROUP INC | Z | 235,429 | $10.5M | 4.97% |
| 14 | ELASTIC N V | ESTC | 180,022 | $10.4M | 4.94% |
| 15 | ALTERYX INC | 02156B103 | 176,965 | $10.4M | 4.94% |
| 16 | RH | RH | 42,556 | $10.4M | 4.92% |
| 17 | PROGYNY INC | PGNY | 320,174 | $10.3M | 4.88% |
| 18 | LULULEMON ATHLETICA INC | LULU | 27,760 | $10.1M | 4.79% |
| 19 | FRESHPET INC | FRPT | 92,961 | $6.2M | 2.92% |
| 20 | COUPANG INC | CPNG | 250,270 | $4.0M | 1.90% |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 13,582 | $1.6M | 0.77% |
| 22 | ALPHABET INC | GOOG | 11,329 | $1.2M | 0.56% |
| 23 | CBOE GLOBAL MKTS INC | 12503M108 | 4,452 | $596,434 | 0.28% |
| 24 | UBER TECHNOLOGIES INC | UBER | 15,348 | $486,532 | 0.23% |
| 25 | ACTIVISION BLIZZARD INC | 00507V109 | 5,331 | $456,280 | 0.22% |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 53,119 | $448,856 | 0.21% |
| 27 | FARFETCH LTD | 30744W107 | 26,750 | $131,343 | 0.06% |