13F HOLDINGS REPORT
Loup Funds, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001172661-25-004714
Total Value
$251.3M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 19,530 | $14.3M | 5.71% |
| 2 | NU HLDGS LTD | NU | 891,896 | $14.3M | 5.68% |
| 3 | VERTIV HOLDINGS CO | VRT | 94,078 | $14.2M | 5.65% |
| 4 | MICRON TECHNOLOGY INC | MU | 83,977 | $14.1M | 5.59% |
| 5 | APPLOVIN CORP | APP | 19,370 | $13.9M | 5.54% |
| 6 | UBER TECHNOLOGIES INC | UBER | 141,229 | $13.8M | 5.51% |
| 7 | MERCADOLIBRE INC | MELI | 5,601 | $13.1M | 5.21% |
| 8 | WORKDAY INC | WDAY | 53,236 | $12.8M | 5.10% |
| 9 | ASML HOLDING N V | ASMLF | 13,159 | $12.7M | 5.07% |
| 10 | SHIFT4 PMTS INC | 82452J109 | 164,482 | $12.7M | 5.07% |
| 11 | GLOBAL E ONLINE LTD | GLBE | 354,448 | $12.7M | 5.04% |
| 12 | CONFLUENT INC | 20717MAB9 | 639,654 | $12.7M | 5.04% |
| 13 | RUBRIK INC. | RBRK | 152,097 | $12.5M | 4.98% |
| 14 | CLEARWATER ANALYTICS HLDGS I | CWAN | 680,652 | $12.3M | 4.88% |
| 15 | DUTCH BROS INC | BROS | 233,841 | $12.2M | 4.87% |
| 16 | FIRST WATCH RESTAURANT GROUP | FWRG | 724,714 | $11.3M | 4.51% |
| 17 | FRESHPET INC | FRPT | 190,301 | $10.5M | 4.17% |
| 18 | ACV AUCTIONS INC | ACVA | 1,040,836 | $10.3M | 4.11% |
| 19 | CARVANA CO | CVNA | 12,885 | $4.9M | 1.93% |
| 20 | NVIDIA CORPORATION | NVDA | 10,648 | $2.0M | 0.79% |
| 21 | ARISTA NETWORKS INC | ANET | 12,944 | $1.9M | 0.75% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,685 | $1.9M | 0.74% |
| 23 | BROADCOM INC | AVGO | 5,550 | $1.8M | 0.73% |
| 24 | ISHARES TR | 464287812 | 26,139 | $1.8M | 0.71% |
| 25 | ALPHABET INC | GOOG | 4,267 | $1.0M | 0.41% |
| 26 | SYNOPSYS INC | SNPS | 1,903 | $938,921 | 0.37% |
| 27 | FIRST SOLAR INC | FSLR | 4,223 | $931,298 | 0.37% |
| 28 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 3,594 | $928,546 | 0.37% |
| 29 | APPLE INC | AAPL | 3,605 | $917,941 | 0.37% |
| 30 | SEA LTD | SE | 5,098 | $911,166 | 0.36% |
| 31 | PINTEREST INC | PINS | 27,697 | $891,012 | 0.35% |