13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q3 2024 · Filed October 24, 2024 · Accession 0001172661-24-004346
Total Value
$284.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHIFT4 PMTS INC | 82452J109 | 180,360 | $16.0M | 5.61% |
| 2 | MICRON TECHNOLOGY INC | MU | 149,336 | $15.5M | 5.44% |
| 3 | ARISTA NETWORKS INC | ANET | 39,831 | $15.3M | 5.37% |
| 4 | META PLATFORMS INC | META | 26,333 | $15.1M | 5.29% |
| 5 | VERTIV HOLDINGS CO | VRT | 151,160 | $15.0M | 5.28% |
| 6 | NVIDIA CORPORATION | NVDA | 122,267 | $14.8M | 5.21% |
| 7 | BLOCK INC | BSQKZ | 218,177 | $14.6M | 5.14% |
| 8 | BROADCOM INC | AVGO | 84,631 | $14.6M | 5.13% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 82,554 | $14.3M | 5.03% |
| 10 | COUPANG INC | CPNG | 583,383 | $14.3M | 5.03% |
| 11 | ACV AUCTIONS INC | ACVA | 701,175 | $14.3M | 5.01% |
| 12 | MERCADOLIBRE INC | MELI | 6,843 | $14.0M | 4.93% |
| 13 | ONTO INNOVATION INC | ONTO | 66,241 | $13.7M | 4.83% |
| 14 | NU HLDGS LTD | NU | 1,001,874 | $13.7M | 4.80% |
| 15 | LULULEMON ATHLETICA INC | LULU | 50,374 | $13.7M | 4.80% |
| 16 | NUTANIX INC | NTNX | 223,789 | $13.3M | 4.66% |
| 17 | FIRST WATCH RESTAURANT GROUP | FWRG | 802,625 | $12.5M | 4.40% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 24,604 | $12.1M | 4.24% |
| 19 | FRESHPET INC | FRPT | 88,368 | $12.1M | 4.24% |
| 20 | ALPHABET INC | GOOG | 67,361 | $11.3M | 3.95% |
| 21 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 10,307 | $1.6M | 0.56% |
| 22 | ALPHABET INC | GOOG | 9,004 | $1.5M | 0.52% |
| 23 | ASML HOLDING N V | ASMLF | 1,788 | $1.5M | 0.52% |