Loup Funds as of Dec. 31, 2022
Portfolio Holdings for Loup Funds
Loup Funds holds 25 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 5.8 | $10M | 85k | 120.34 | |
| Alteryx Com Cl A | 5.4 | $9.5M | 189k | 50.67 | |
| Block Cl A (SQ) | 5.3 | $9.4M | 150k | 62.84 | |
| Align Technology (ALGN) | 5.3 | $9.4M | 45k | 210.90 | |
| Lululemon Athletica (LULU) | 5.2 | $9.2M | 29k | 320.38 | |
| Progyny (PGNY) | 5.2 | $9.2M | 295k | 31.15 | |
| Datadog Cl A Com (DDOG) | 5.1 | $9.0M | 123k | 73.50 | |
| CarMax (KMX) | 5.1 | $9.0M | 148k | 60.89 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.0 | $8.9M | 84k | 105.29 | |
| Rh (RH) | 4.9 | $8.7M | 33k | 267.19 | |
| Coupa Software | 4.8 | $8.5M | 108k | 79.17 | |
| Everbridge, Inc. Cmn (EVBG) | 4.8 | $8.4M | 285k | 29.58 | |
| Qualtrics Intl Com Cl A | 4.8 | $8.4M | 809k | 10.38 | |
| Workday Cl A (WDAY) | 4.8 | $8.4M | 50k | 167.33 | |
| Five Below (FIVE) | 4.7 | $8.4M | 47k | 176.87 | |
| Elastic N V Ord Shs (ESTC) | 4.7 | $8.3M | 161k | 51.50 | |
| Zillow Group Cl C Cap Stk (Z) | 4.5 | $7.9M | 245k | 32.21 | |
| Amazon (AMZN) | 4.4 | $7.7M | 92k | 84.00 | |
| salesforce (CRM) | 4.2 | $7.4M | 56k | 132.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $7.3M | 83k | 88.73 | |
| Take-Two Interactive Software (TTWO) | 0.8 | $1.4M | 14k | 104.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $847k | 9.6k | 88.23 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $528k | 82k | 6.42 | |
| Electronic Arts (EA) | 0.1 | $232k | 1.9k | 122.18 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.1 | $127k | 27k | 4.73 |
