Manager activity
Rule One Partners, LLC
Rule One Partners
New
2
Add
6
Exit
3
11 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| ZTS | New | +0.63% | opened 0.63% | Q1→Q2 |
| MSFT | New | +0.29% | opened 0.29% | Q1→Q2 |
| ASML | Exit | −9.32% | was 9.3% | Q1→Q2 |
| LOW | Exit | −2.35% | was 2.4% | Q1→Q2 |
| CMG | Exit | −0.03% | was 0.03% | Q1→Q2 |
| NFLX | Add | −32.46% | +5.2% sh | Q1→Q2 |
| CRM | Add | −13.88% | +13.8% sh | Q1→Q2 |
| LULU | Add | −13.74% | +22.5% sh | Q1→Q2 |
| SFM | Add | −13.52% | +0.9% sh | Q1→Q2 |
| POOL | Add | −0.84% | +235.3% sh | Q1→Q2 |
| NKE | Add | +0.12% | +1749.1% sh | Q1→Q2 |