William H. Speacht

Rule One Partners, Llc

Assets Managed

$100.687M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-85.29%(2Q avg: -44.48%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rule One Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Rule One Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.687M in assets, with a quarterly growth rate of -85.29% and a 2-quarter average growth rate of -44.48%. The portfolio is managed by William H. Speacht, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NFLX Netflix Inc Recent Activity	36.77%	$37.018M 385,000 shares@ $96.15 avg price
CRM Salesforce Inc Recent Activity New Position	16.13%	$16.24M 87,000 shares@ $186.67 avg price	New Position
SFM Sprouts Farmers Market Inc Recent Activity Increased 62.02%	16.02%	$16.12M 209,000 shares@ $77.13 avg price	Increased 62.02%
LULU Lululemon Athletica Inc Recent Activity	15.85%	$15.953M 104,200 shares@ $153.1 avg price
ASML Asml Holding Nv-ny Reg Shs Recent Activity	9.32%	$9.379M 7,101 shares@ $1320.84 avg price
LOW Lowe's Cos Inc Recent Activity New Position	2.35%	$2.363M 10,001 shares@ $236.29 avg price	New Position
POOL Pool Corp Recent Activity Increased 13.34%	1.71%	$1.72M 8,501 shares@ $202.33 avg price	Increased 13.34%
PYPL Paypal Holdings Inc Recent Activity	1.58%	$1.583M 35,001 shares@ $45.23 avg price
NKE Nike Inc -cl B Recent Activity Decreased -94.59%	0.11%	$105,752 2,001 shares@ $52.85 avg price	Decreased -94.59%
ur-4⤦ Invesco Qqq Tr Recent Activity Decreased -99%	0.1%	$95,910↓ Put 1,054 shares@ $91.0 avg price	Decreased -99%

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