RULE ONE PARTNERS, LLC

PrivateCIK: 2040263
Location

MORELAND, GA

12
Positions
$100.69M
Total AUM (reported)
850.08K
Total Shares

Allocation by class

TOTAL AUM$100.69M12 positions
COM$91.03M90.4%
N Y REGISTRY SHS$9.38M9.3%
CL B$105.8K0.1%
PUT OPTION$95.9K0.1%
CALL OPTION$76.4K0.1%

Portfolio Concentration

Top 368.9%4–1031.0%11–250.1%TOP 1099.9%0%100%
Top 3$69.38M68.9%
4–10$31.20M31.0%
11–25$108.4K0.1%

Top 3 weight

68.9%

Top 10 weight

99.9%

Voting Authority Distribution

Total shares with voting rights: 850.08K

Sole

Full voting authority

850.08K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:

NETFLIX, INC.

SOLE
Com
Shares385K
TypeSH
Market value$37.02M
36.77%
Sole
385K
Shared
0.00
None
0.00

SALESFORCE, INC

SOLE
Com
Shares87K
TypeSH
Market value$16.24M
16.13%
Sole
87K
Shared
0.00
None
0.00

SPROUTS FARMERS MARKET, INC.

SOLE
Com
Shares209K
TypeSH
Market value$16.12M
16.01%
Sole
209K
Shared
0.00
None
0.00

LULULEMON ATHLETICA INC.

SOLE
Com
Shares104.20K
TypeSH
Market value$15.95M
15.84%
Sole
104.20K
Shared
0.00
None
0.00

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares7.10K
TypeSH
Market value$9.38M
9.32%
Sole
7.10K
Shared
0.00
None
0.00

LOWE'S COMPANIES, INC.

SOLE
Com
Shares10K
TypeSH
Market value$2.36M
2.35%
Sole
10K
Shared
0.00
None
0.00

POOL CORPORATION

SOLE
Com
Shares8.50K
TypeSH
Market value$1.72M
1.71%
Sole
8.50K
Shared
0.00
None
0.00

PAYPAL HOLDINGS, INC.

SOLE
Com
Shares35K
TypeSH
Market value$1.58M
1.57%
Sole
35K
Shared
0.00
None
0.00

NIKE INC

SOLE
Cl B
Shares2K
TypeSH
Market value$105.8K
0.11%
Sole
2K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
Put Option
Shares1.05K
TypeSH
Market value$95.9K
0.10%
Sole
1.05K
Shared
0.00
None
0.00

POOL CORPORATION

SOLE
Call Option
Shares220.00
TypeSH
Market value$76.4K
0.08%
Sole
220.00
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares1K
TypeSH
Market value$32.0K
0.03%
Sole
1K
Shared
0.00
None
0.00