Rule One Partners, LLC Rule One Partners
Moreland, GA 8 processed 13Fs on this site, 2024 Q3 to 2026 Q2
- $694M 13F
- $93M Equity
- 9 holdings
- 2026 Q2
- +587.1% QoQ
13F value over time
Book
| NFLX, Netflix | Add +4.1% | 38,500 | $1,206 | $46M | +1,500 | −$5.1M | |
| LULU, Lululemon | Add +146.9% | 104,200 | $179.11 | $19M | +62,000 | +$8.6M | |
| SFM, Sprouts Farmers Market | Hold | 127,000 | $109.45 | $14M | — | — | |
| OXY, Occidental | Hold | 275,501 | $48.10 | $13M | — | — | |
| HHH, Howard Hughes | Hold | 162,001 | $81.73 | $13M | — | — | |
| ASML | Hold | 7,101 | $962.61 | $6.8M | — | — |
Filings history
8 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 14 | $694M | +587.1% | 13F-HR | 8/14/2026 | 000204026326000004 |
| 2026 Q1 | 12 | $101M | −85.3% | 13F-HR | 5/15/2026 | 000204026326000003 |
| 2025 Q4 | 14 | $685M | −3.7% | 13F-HR | 2/11/2026 | 000204026326000001 |
| 2025 Q3 | 11 | $711M | +286.4% | 13F-HR | 11/13/2025 | 000204026325000006 |
| 2025 Q2 | 9 | $184M | −28.1% | 13F-HR | 8/12/2025 | 000204026325000003 |
| 2025 Q1 | 18 | $256M | −1.2% | 13F-HR | 5/5/2025 | 000204026325000002 |
| 2024 Q4 | 13 | $259M | +10.7% | 13F-HR | 1/23/2025 | 000204026325000001 |
| 2024 Q3 | 11 | $234M | — | 13F-HR | 11/22/2024 | 000204026324000001 |
About
Rule One Partners, LLC
8 processed 13Fs on this site, 2024 Q3 to 2026 Q2