13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003342
Total Value
$252.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 132,925 | $17.1M | 6.76% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 72,806 | $16.5M | 6.53% |
| 3 | MICRON TECHNOLOGY INC | MU | 131,022 | $16.1M | 6.39% |
| 4 | META PLATFORMS INC | META | 21,109 | $15.6M | 6.17% |
| 5 | NVIDIA CORPORATION | NVDA | 98,482 | $15.6M | 6.16% |
| 6 | CONFLUENT INC | 20717MAB9 | 618,539 | $15.4M | 6.10% |
| 7 | BROADCOM INC | AVGO | 55,503 | $15.3M | 6.06% |
| 8 | NU HLDGS LTD | NU | 1,105,675 | $15.2M | 6.00% |
| 9 | ASML HOLDING N V | ASMLF | 18,878 | $15.1M | 5.99% |
| 10 | ARISTA NETWORKS INC | ANET | 146,811 | $15.0M | 5.95% |
| 11 | ACV AUCTIONS INC | ACVA | 909,827 | $14.8M | 5.84% |
| 12 | SHIFT4 PMTS INC | 82452J109 | 147,509 | $14.6M | 5.79% |
| 13 | MERCADOLIBRE INC | MELI | 5,336 | $13.9M | 5.52% |
| 14 | SWEETGREEN INC | SG | 934,474 | $13.9M | 5.50% |
| 15 | GLOBAL E ONLINE LTD | GLBE | 387,855 | $13.0M | 5.15% |
| 16 | FRESHPET INC | FRPT | 166,533 | $11.3M | 4.48% |
| 17 | FIRST WATCH RESTAURANT GROUP | FWRG | 631,052 | $10.1M | 4.01% |
| 18 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 7,364 | $1.8M | 0.71% |
| 19 | BOX INC | BXCAP | 44,952 | $1.5M | 0.61% |
| 20 | APPLE INC | AAPL | 3,605 | $739,638 | 0.29% |