§ 13F · FUND PROFILE
Rare Wolf Capital LLC.
AUM · $156M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 51K | $18M | — | — |
| 2 | USFR | WISDOMTREE TR | 208K | $10M | — | — |
| 3 | MSFT | MICROSOFT CORP | 27K | $10M | — | — |
| 4 | NVDA | NVIDIA CORPORATION | 28K | $6M | — | — |
| 5 | AMZN | AMAZON COM INC | 24K | $6M | — | — |
| 6 | GOOGL | ALPHABET INC | 13K | $5M | — | — |
| 7 | NOW | SERVICENOW INC | 40K | $4M | — | — |
| 8 | UNH | UNITEDHEALTH GROUP INC | 8K | $3M | — | — |
| 9 | META | META PLATFORMS INC | 5K | $3M | — | — |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 4K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RARE SIGNAL
AC read
Rare Wolf Capital LLC is a Other fund managing $156 million in assets. The fund runs a portfolio of 120 positions.
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