Loup Funds, LLC
- SEC CIK
- 0001964171
- Latest filing
- Aug 6, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 27
- +2 vs. Q4 2022
- Portfolio value
- $210.9M
- +$34.5M (+19.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 59,375 | $12.6M | 6.0% | −25,386−30.0% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 89,603 | $12.3M | 5.8% | +5,270+6.2% | Added | History |
| KMXCarMax Inc | COM | 177,180 | $11.4M | 5.4% | +29,370+19.9% | Added | History |
| EVBGEverbridge, Inc. | COM | 323,938 | $11.2M | 5.3% | +38,716+13.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 53,895 | $11.1M | 5.3% | +3,752+7.5% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 854,852 | $11.0M | 5.2% | +854,852 | New | History |
| ALGNAlign Technology Inc | COM | 32,655 | $10.9M | 5.2% | −11,960−26.8% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 2,260,398 | $10.8M | 5.1% | +2,260,398 | New | History |
| FIVEFive Below, Inc | COM | 51,760 | $10.7M | 5.1% | +4,419+9.3% | Added | History |
| XYZBlock, Inc. | CL A | 154,250 | $10.6M | 5.0% | +4,440+3.0% | Added | History |
| OKTAOkta, Inc. | CL A | 122,699 | $10.6M | 5.0% | +122,699 | New | History |
| GOOGAlphabet Inc. | Stock | 101,405 | $10.5M | 5.0% | +18,623+22.5% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 235,429 | $10.5M | 5.0% | −9,402−3.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 180,022 | $10.4M | 4.9% | +19,364+12.1% | Added | History |
| AYXAlteryx, Inc. | COM CL A | 176,965 | $10.4M | 4.9% | −11,494−6.1% | Reduced | History |
| RHRH | COM | 42,556 | $10.4M | 4.9% | +10,092+31.1% | Added | History |
| PGNYProgyny, Inc. | COM | 320,174 | $10.3M | 4.9% | +25,584+8.7% | Added | History |
| LULUlululemon athletica inc. | Stock | 27,760 | $10.1M | 4.8% | −944−3.3% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 92,961 | $6.15M | 2.9% | +92,961 | New | History |
| CPNGCoupang, Inc. | CL A | 250,270 | $4.00M | 1.9% | +250,270 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 13,582 | $1.62M | 0.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 11,329 | $1.18M | 0.6% | +1,729+18.0% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 4,452 | $596.4K | 0.3% | +4,452 | New | History |
| UBERUber Technologies, Inc | Stock | 15,348 | $486.5K | 0.2% | +15,348 | New | History |
| ATVIActivision Blizzard, Inc. | COM | 5,331 | $456.3K | 0.2% | +5,331 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 53,119 | $448.9K | 0.2% | −29,081−35.4% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 26,750 | $131.3K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2022 (6)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 122,721 | $9.02M | 5.1% | History |
| COUPCoupa Software Inc | COM | 107,535 | $8.51M | 4.8% | History |
| XMQualtrics International Inc. | COM CL A | 809,269 | $8.40M | 4.8% | History |
| AMZNAmazon Com Inc | Stock | 92,051 | $7.73M | 4.4% | History |
| CRMSalesforce, Inc. | Stock | 55,551 | $7.37M | 4.2% | History |
| EAElectronic Arts Inc. | COM | 1,900 | $232.1K | 0.1% | History |