StockDriftsStockDriftsTop 10 Rule One Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX, INC. | 36.83% | 385.0K | $37.0M | +0.00%(+0) | $71.46(+21.78%) | 2026-03-31 | |
| CRM | SALESFORCE, INC | 16.16% | 87.0K | $16.2M | new | $225.79(-23.15%) | 2026-03-31 | |
| SFM | SPROUTS FARMERS MARKET, INC. | 16.04% | 209.0K | $16.1M | +62.02%(+80.00K) | $89.88(-4.86%) | 2026-03-31 | |
| LULU | LULULEMON ATHLETICA INC. | 15.87% | 104.2K | $16.0M | +0.00%(+0) | $235.20(-49.35%) | 2026-03-31 | |
| ASML | ASML HOLDING N V | 9.33% | 7.1K | $9.4M | +0.00%(+0) | $677.86(+121.55%) | 2026-03-31 | |
| LOW | LOWE'S COMPANIES, INC. | 2.35% | 10.0K | $2.4M | new | $238.72(-8.50%) | 2026-03-31 | |
| POOL | POOL CORPORATION | 1.71% | 8.5K | $1.7M | +13.33%(+1.00K) | $263.07(-33.35%) | 2026-03-31 | |
| PYPL | PAYPAL HOLDINGS, INC. | 1.57% | 35.0K | $1.6M | +0.00%(+0) | $74.22(-40.17%) | 2026-03-31 | |
| NKE | NIKE INC | 0.11% | 2.0K | $106K | -94.59%(-35.00K) | $82.03(-48.95%) | 2026-03-31 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.03% | 1.0K | $32K | new | $34.50(-5.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.95% | +9.12% |
| Top 20 Holdings Unweighted | -3.43% | -9.93% |
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