13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001172661-25-000349
Total Value
$306.4M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACV AUCTIONS INC | ACVA | 758,892 | $16.4M | 5.35% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 82,554 | $16.3M | 5.32% |
| 3 | SHIFT4 PMTS INC | 82452J109 | 154,302 | $16.0M | 5.23% |
| 4 | ONTO INNOVATION INC | ONTO | 95,325 | $15.9M | 5.18% |
| 5 | NVIDIA CORPORATION | NVDA | 117,713 | $15.8M | 5.16% |
| 6 | ARISTA NETWORKS INC | ANET | 141,930 | $15.7M | 5.12% |
| 7 | ASML HOLDING N V | ASMLF | 22,625 | $15.7M | 5.12% |
| 8 | BROADCOM INC | AVGO | 67,315 | $15.6M | 5.09% |
| 9 | NU HLDGS LTD | NU | 1,504,169 | $15.6M | 5.09% |
| 10 | APPFOLIO INC | APPF | 62,756 | $15.5M | 5.05% |
| 11 | META PLATFORMS INC | META | 26,333 | $15.4M | 5.03% |
| 12 | MERCADOLIBRE INC | MELI | 8,907 | $15.1M | 4.94% |
| 13 | VERTIV HOLDINGS CO | VRT | 130,053 | $14.8M | 4.82% |
| 14 | FIRST WATCH RESTAURANT GROUP | FWRG | 788,470 | $14.7M | 4.79% |
| 15 | FRESHPET INC | FRPT | 98,434 | $14.6M | 4.76% |
| 16 | BLOCK INC | BSQKZ | 170,016 | $14.4M | 4.72% |
| 17 | SWEETGREEN INC | SG | 427,179 | $13.7M | 4.47% |
| 18 | LULULEMON ATHLETICA INC | LULU | 35,805 | $13.7M | 4.47% |
| 19 | MICRON TECHNOLOGY INC | MU | 160,781 | $13.5M | 4.42% |
| 20 | ALPHABET INC | GOOG | 65,932 | $12.6M | 4.10% |
| 21 | APPLE INC | AAPL | 7,654 | $1.9M | 0.63% |
| 22 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 9,975 | $1.8M | 0.60% |
| 23 | ALPHABET INC | GOOG | 9,004 | $1.7M | 0.56% |