13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001747
Total Value
$236.3M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 81,632 | $13.6M | 5.73% |
| 2 | NVIDIA CORPORATION | NVDA | 124,872 | $13.5M | 5.73% |
| 3 | MICRON TECHNOLOGY INC | MU | 151,979 | $13.2M | 5.59% |
| 4 | MERCADOLIBRE INC | MELI | 6,726 | $13.1M | 5.55% |
| 5 | META PLATFORMS INC | META | 22,596 | $13.0M | 5.51% |
| 6 | NU HLDGS LTD | NU | 1,259,498 | $12.9M | 5.46% |
| 7 | ACV AUCTIONS INC | ACVA | 914,649 | $12.9M | 5.45% |
| 8 | ONTO INNOVATION INC | ONTO | 105,446 | $12.8M | 5.41% |
| 9 | SHIFT4 PMTS INC | 82452J109 | 156,425 | $12.8M | 5.41% |
| 10 | ASML HOLDING N V | ASMLF | 18,878 | $12.5M | 5.29% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 350,438 | $12.5M | 5.29% |
| 12 | CONFLUENT INC | 20717MAB9 | 527,423 | $12.4M | 5.23% |
| 13 | ARISTA NETWORKS INC | ANET | 153,013 | $11.9M | 5.02% |
| 14 | BROADCOM INC | AVGO | 70,544 | $11.8M | 5.00% |
| 15 | VERTIV HOLDINGS CO | VRT | 159,905 | $11.5M | 4.89% |
| 16 | SWEETGREEN INC | SG | 453,913 | $11.4M | 4.81% |
| 17 | FIRST WATCH RESTAURANT GROUP | FWRG | 681,339 | $11.3M | 4.80% |
| 18 | FRESHPET INC | FRPT | 129,673 | $10.8M | 4.56% |
| 19 | LULULEMON ATHLETICA INC | LULU | 35,805 | $10.1M | 4.29% |
| 20 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 7,364 | $1.5M | 0.65% |
| 21 | APPLE INC | AAPL | 3,605 | $800,779 | 0.34% |