13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001172661-24-001902
Total Value
$265.5M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLOCK INC | BSQKZ | 196,189 | $16.6M | 6.25% |
| 2 | NU HLDGS LTD | NU | 1,325,821 | $15.8M | 5.96% |
| 3 | RH | RH | 43,523 | $15.2M | 5.71% |
| 4 | PROGYNY INC | PGNY | 393,151 | $15.0M | 5.65% |
| 5 | META PLATFORMS INC | META | 30,747 | $14.9M | 5.62% |
| 6 | ACV AUCTIONS INC | ACVA | 790,720 | $14.8M | 5.59% |
| 7 | CROWDSTRIKE HLDGS INC | CRWD | 45,575 | $14.6M | 5.50% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 44,119 | $14.5M | 5.45% |
| 9 | MERCADOLIBRE INC | MELI | 9,409 | $14.2M | 5.36% |
| 10 | COUPANG INC | CPNG | 791,564 | $14.1M | 5.30% |
| 11 | FIVE BELOW INC | FIVE | 75,705 | $13.7M | 5.17% |
| 12 | SHIFT4 PMTS INC | 82452J109 | 206,878 | $13.7M | 5.15% |
| 13 | ALPHABET INC | GOOG | 89,082 | $13.6M | 5.11% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 33,360 | $13.3M | 5.02% |
| 15 | LULULEMON ATHLETICA INC | LULU | 33,935 | $13.3M | 4.99% |
| 16 | FRESHPET INC | FRPT | 114,413 | $13.3M | 4.99% |
| 17 | ETSY INC | ETSY | 175,507 | $12.1M | 4.54% |
| 18 | FIRST WATCH RESTAURANT GROUP | FWRG | 412,884 | $10.2M | 3.83% |
| 19 | MICRON TECHNOLOGY INC | MU | 14,342 | $1.7M | 0.64% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 12,175 | $1.7M | 0.62% |
| 21 | ALPHABET INC | GOOG | 10,931 | $1.6M | 0.62% |
| 22 | ONTO INNOVATION INC | ONTO | 8,819 | $1.6M | 0.60% |
| 23 | VERTIV HOLDINGS CO | VRT | 19,490 | $1.6M | 0.60% |
| 24 | CIENA CORP | CIEN | 32,097 | $1.6M | 0.60% |
| 25 | UNITY SOFTWARE INC | U | 57,564 | $1.5M | 0.58% |
| 26 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 9,581 | $1.4M | 0.54% |