13F HOLDINGS REPORT
Rule One Partners, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0002040263-25-000003
Total Value
$184.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 105,400 | $58.1M | 31.53% |
| 2 | NETFLIX INC | NFLX | 37,000 | $51.6M | 27.96% |
| 3 | SPROUTS FMRS MKT INC | 85208M102 | 127,000 | $20.9M | 11.34% |
| 4 | OCCIDENTAL PETE CORP | 674599105 | 275,501 | $11.6M | 6.28% |
| 5 | HOWARD HUGHES HOLDINGS INC | HHH | 162,001 | $10.9M | 5.93% |
| 6 | LULULEMON ATHLETICA INC | LULU | 42,200 | $10.0M | 5.44% |
| 7 | ASML HOLDING N V | ASMLF | 11,500 | $9.2M | 5.00% |
| 8 | LAM RESEARCH CORP | LRCX | 65,000 | $6.3M | 3.43% |
| 9 | ASML HOLDING N V | ASMLF | 7,101 | $5.7M | 3.09% |