Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rule One Partners, LLC (CIK 2040263) reported $100.7M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NFLX ($37.0M, 36.77%), CRM ($16.2M, 16.13%), SFM ($16.1M, 16.01%), LULU ($16.0M, 15.84%), ASML ($9.4M, 9.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX, INC. | $37.0M | 36.77% | 385,000 | Hold |
| 2 | CRM | SALESFORCE, INC | $16.2M | 16.13% | 87,000 | New |
| 3 | SFM | SPROUTS FARMERS MARKET, INC. | $16.1M | 16.01% | 209,000 | Added |
| 4 | LULU | LULULEMON ATHLETICA INC. | $16.0M | 15.84% | 104,200 | Hold |
| 5 | ASML | ASML HOLDING N V | $9.4M | 9.32% | 7,101 | Hold |
| 6 | LOW | LOWE'S COMPANIES, INC. | $2.4M | 2.35% | 10,001 | New |
| 7 | POOL | POOL CORPORATION | $1.7M | 1.71% | 8,501 | Added |
| 8 | PYPL | PAYPAL HOLDINGS, INC. | $1.6M | 1.57% | 35,001 | Hold |
| 9 | NKE | NIKE INC | $105,752 | 0.11% | 2,001 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $95,910 | 0.10% | 1,054 | Trimmed |
| 11 | POOL | POOL CORPORATION | $76,353 | 0.08% | 220 | New |
| 12 | CMG | CHIPOTLE MEXICAN GRILL INC | $32,010 | 0.03% | 1,000 | New |
| 13 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 14 | HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 15 | LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | Exited |
| 16 | SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited |
| 17 | TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | Exited |
| 18 | ASMLF | ASML HOLDING N V | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31