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Rule One Partners, LLC

13F filer · CIK 0002040263
Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$694MU.S. long equity reported on 13F
Positions92 new · 3 closed
Net flow last quarter+$1.86MBuys minus sells
Top 10 positions weight13.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20269 positions
NFLXNetflix Inc$29.9M4.31%0.01%+5.2%Q3 2024
SFMSprouts Farmers Market, Inc.$17.3M2.49%0.22%+0.9%Q3 2024
CRMSalesforce, Inc.$15.6M2.25%0.01%+13.8%Q1 2026
LULUlululemon athletica inc.$14.6M2.10%0.12%+22.5%Q1 2025
POOLPool Corp$6.03M0.87%0.08%+235.3%Q4 2025
ZTSZoetis Inc.$4.4M0.63%0.01%NewQ2 2026
MSFTMicrosoft Corp$2.03M0.29%0.00%NewQ2 2026
PYPLPayPal Holdings, Inc.$1.55M0.22%0.00%Not reportedQ1 2025
NKENIKE, Inc.$1.53M0.22%0.00%+1749.1%Q4 2025
Q1 2026Reported May 15, 202610 positions
NFLXNetflix Inc$37M36.77%0.01%Not reportedQ3 2024
CRMSalesforce, Inc.$16.2M16.13%0.01%NewQ1 2026
SFMSprouts Farmers Market, Inc.$16.1M16.01%0.22%+62.0%Q3 2024
LULUlululemon athletica inc.$16M15.84%0.09%Not reportedQ1 2025
ASMLAsml Holding NV$9.38M9.32%0.00%Not reportedQ1 2025
LOWLowes Companies Inc$2.36M2.35%0.00%NewQ1 2026
POOLPool Corp$1.72M1.71%0.02%+13.3%Q4 2025
PYPLPayPal Holdings, Inc.$1.58M1.57%0.00%Not reportedQ1 2025
NKENIKE, Inc.$106K0.11%0.00%-94.6%Q4 2025
CMGChipotle Mexican Grill Inc$32K0.03%0.00%NewQ1 2026
Q4 2025Reported Feb 11, 20269 positions
NFLXNetflix Inc$36.1M5.27%0.01%Not reportedQ3 2024
LULUlululemon athletica inc.$21.7M3.16%0.09%Not reportedQ1 2025
SFMSprouts Farmers Market, Inc.$10.3M1.50%0.13%+1.6%Q3 2024
ASMLAsml Holding NV$7.6M1.11%0.00%Not reportedQ1 2025
NKENIKE, Inc.$2.36M0.34%0.00%NewQ4 2025
PYPLPayPal Holdings, Inc.$2.04M0.30%0.00%Not reportedQ1 2025
POOLPool Corp$1.72M0.25%0.02%NewQ4 2025
HHHHoward Hughes Holdings Inc.$957K0.14%0.02%-92.6%Q3 2024
TXRHTexas Roadhouse, Inc.$249K0.04%0.00%NewQ4 2025
Q3 2025Reported Nov 13, 20256 positions
NFLXNetflix Inc$46.4M6.53%0.01%+4.1%Q3 2024
LULUlululemon athletica inc.$18.7M2.63%0.09%+146.9%Q1 2025
SFMSprouts Farmers Market, Inc.$13.9M1.96%0.13%Not reportedQ3 2024
OXYOccidental Petroleum Corp$13.3M1.86%0.03%Not reportedQ3 2024
HHHHoward Hughes Holdings Inc.$13.2M1.86%0.27%Not reportedQ3 2024
ASMLAsml Holding NV$6.84M0.96%0.00%Not reportedQ1 2025
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