Loup Funds, LLC
- SEC CIK
- 0001964171
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 23
- 0 vs. Q3 2024
- Portfolio value
- $306.4M
- +$21.6M (+7.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACVAACV Auctions Inc. | COM CL A | 758,892 | $16.4M | 5.3% | +57,717+8.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 82,554 | $16.3M | 5.3% | 00.0% | Unchanged | History |
| FOURShift4 Payments, Inc. | CL A | 154,302 | $16.0M | 5.2% | −26,058−14.4% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 95,325 | $15.9M | 5.2% | +29,084+43.9% | Added | History |
| NVDANVIDIA Corp | Stock | 117,713 | $15.8M | 5.2% | −4,554−3.7% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 141,930 | $15.7M | 5.1% | −17,394−10.9% | ReducedConverted for a 4-for-1 split | History |
| ASMLASML Holding NV | ADR | 22,625 | $15.7M | 5.1% | +20,837+1,165.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 67,315 | $15.6M | 5.1% | −17,316−20.5% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,504,169 | $15.6M | 5.1% | +502,295+50.1% | Added | History |
| APPFAppfolio Inc | COM CL A | 62,756 | $15.5M | 5.1% | +62,756 | New | History |
| METAMeta Platforms, Inc. | Stock | 26,333 | $15.4M | 5.0% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 8,907 | $15.1M | 4.9% | +2,064+30.2% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 130,053 | $14.8M | 4.8% | −21,107−14.0% | Reduced | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 788,470 | $14.7M | 4.8% | −14,155−1.8% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 98,434 | $14.6M | 4.8% | +10,066+11.4% | Added | History |
| XYZBlock, Inc. | CL A | 170,016 | $14.4M | 4.7% | −48,161−22.1% | Reduced | History |
| SGSweetgreen, Inc. | COM CL A | 427,179 | $13.7M | 4.5% | +427,179 | New | History |
| LULUlululemon athletica inc. | Stock | 35,805 | $13.7M | 4.5% | −14,569−28.9% | Reduced | History |
| MUMicron Technology Inc | Stock | 160,781 | $13.5M | 4.4% | +11,445+7.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 65,932 | $12.6M | 4.1% | −1,429−2.1% | Reduced | History |
| AAPLApple Inc. | Stock | 7,654 | $1.92M | 0.6% | +7,654 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 9,975 | $1.84M | 0.6% | −332−3.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 9,004 | $1.70M | 0.6% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.