Rare Wolf Capital LLC: 13F holdings
CIK 21053932026Q2
| Positions | 120 |
|---|
| Reported value | $155.7m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 120 (-7 vs prior quarter) |
|---|
| Reported value | $155.7m (+0.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 50,683 | $17.9m | 11.5% |
| USFR WISDOMTREE TR | 208,200 | $10.5m | 6.7% |
| MSFT MICROSOFT CORP | 26,731 | $10.0m | 6.4% |
| NVDA NVIDIA CORPORATION | 28,351 | $5.7m | 3.6% |
| AMZN AMAZON COM INC | 23,766 | $5.7m | 3.6% |
| GOOGL ALPHABET INC | 13,151 | $4.7m | 3.0% |
| NOW SERVICENOW INC | 40,438 | $4.0m | 2.6% |
| UNH UNITEDHEALTH GROUP INC | 7,563 | $3.1m | 2.0% |
| META META PLATFORMS INC | 5,154 | $2.9m | 1.9% |
| AMD ADVANCED MICRO DEVICES INC | 4,373 | $2.5m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2105393")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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