13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001172661-24-003327
Total Value
$275.3M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 211,429 | $15.5M | 5.63% |
| 2 | NU HLDGS LTD | NU | 1,201,514 | $15.5M | 5.63% |
| 3 | NUTANIX INC | NTNX | 272,298 | $15.5M | 5.62% |
| 4 | ARISTA NETWORKS INC | ANET | 43,039 | $15.1M | 5.48% |
| 5 | META PLATFORMS INC | META | 29,802 | $15.0M | 5.46% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 84,922 | $14.8M | 5.36% |
| 7 | MERCADOLIBRE INC | MELI | 8,815 | $14.5M | 5.26% |
| 8 | ACV AUCTIONS INC | ACVA | 776,099 | $14.2M | 5.14% |
| 9 | VERTIV HOLDINGS CO | VRT | 162,651 | $14.1M | 5.11% |
| 10 | ONTO INNOVATION INC | ONTO | 64,073 | $14.1M | 5.11% |
| 11 | BLOCK INC | BSQKZ | 217,916 | $14.1M | 5.10% |
| 12 | COUPANG INC | CPNG | 664,920 | $13.9M | 5.06% |
| 13 | BROADCOM INC | AVGO | 8,666 | $13.9M | 5.05% |
| 14 | FRESHPET INC | FRPT | 105,677 | $13.7M | 4.97% |
| 15 | MICRON TECHNOLOGY INC | MU | 103,304 | $13.6M | 4.94% |
| 16 | ALPHABET INC | GOOG | 73,908 | $13.6M | 4.92% |
| 17 | INTUITIVE SURGICAL INC | ISRG | 29,102 | $12.9M | 4.70% |
| 18 | LULULEMON ATHLETICA INC | LULU | 42,673 | $12.7M | 4.63% |
| 19 | FIRST WATCH RESTAURANT GROUP | FWRG | 695,649 | $12.2M | 4.44% |
| 20 | ASML HOLDING N V | ASMLF | 1,671 | $1.7M | 0.62% |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 10,705 | $1.7M | 0.60% |
| 22 | ALPHABET INC | GOOG | 9,004 | $1.6M | 0.60% |
| 23 | CIENA CORP | CIEN | 32,097 | $1.5M | 0.56% |