13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q4 2023 · Filed October 26, 2023 · Accession 0001172661-23-003507
Total Value
$217.9M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NU HLDGS LTD | NU | 1,756,278 | $12.7M | 5.84% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 72,515 | $12.1M | 5.57% |
| 3 | META PLATFORMS INC | META | 39,582 | $11.9M | 5.45% |
| 4 | COUPANG INC | CPNG | 676,476 | $11.5M | 5.28% |
| 5 | MERCADOLIBRE INC | MELI | 8,955 | $11.4M | 5.21% |
| 6 | BLOCK INC | BSQKZ | 256,503 | $11.4M | 5.21% |
| 7 | ETSY INC | ETSY | 174,551 | $11.3M | 5.17% |
| 8 | FIVE BELOW INC | FIVE | 68,450 | $11.0M | 5.05% |
| 9 | LULULEMON ATHLETICA INC | LULU | 28,400 | $11.0M | 5.03% |
| 10 | ACV AUCTIONS INC | ACVA | 709,523 | $10.8M | 4.94% |
| 11 | SHIFT4 PMTS INC | 82452J109 | 194,061 | $10.7M | 4.93% |
| 12 | FRESHPET INC | FRPT | 160,782 | $10.6M | 4.86% |
| 13 | PROGYNY INC | PGNY | 310,743 | $10.6M | 4.85% |
| 14 | ALPHABET INC | GOOG | 79,149 | $10.4M | 4.79% |
| 15 | RH | RH | 39,357 | $10.4M | 4.77% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 35,311 | $10.3M | 4.74% |
| 17 | ZILLOW GROUP INC | Z | 221,297 | $10.2M | 4.69% |
| 18 | ALIGN TECHNOLOGY INC | ALGN | 33,373 | $10.2M | 4.68% |
| 19 | EVENTBRITE INC | EVEX-WT | 499,059 | $4.9M | 2.26% |
| 20 | EVERBRIDGE INC | EVEX-WT | 166,658 | $3.7M | 1.71% |
| 21 | SHOCKWAVE MED INC | 82489T104 | 15,321 | $3.1M | 1.40% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,446 | $1.6M | 0.74% |
| 23 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 10,488 | $1.5M | 0.68% |
| 24 | ALPHABET INC | GOOG | 10,931 | $1.4M | 0.66% |
| 25 | UBER TECHNOLOGIES INC | UBER | 15,348 | $705,855 | 0.32% |
| 26 | ISHARES TR | 464287655 | 3,844 | $679,043 | 0.31% |
| 27 | PALO ALTO NETWORKS INC | PANW | 2,484 | $582,349 | 0.27% |
| 28 | ACTIVISION BLIZZARD INC | 00507V109 | 5,331 | $499,142 | 0.23% |
| 29 | ADOBE INC | ADBE | 818 | $417,098 | 0.19% |
| 30 | PALANTIR TECHNOLOGIES INC | PLTR | 18,220 | $291,520 | 0.13% |
| 31 | FARFETCH LTD | 30744W107 | 26,750 | $55,908 | 0.03% |