Rare Wolf Capital LLC — 13F holdings

Rare Wolf Capital LLC reported 117 holdings worth $169M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. GOOG ALPHABET INC — $17.2M (10.2%)
2. MSFT MICROSOFT CORP — $12.5M (7.4%)
3. USFR WISDOMTREE TR — $11.5M (6.8%)
4. NVDA NVIDIA CORPORATION — $6.52M (3.9%)
5. AMZN AMAZON COM INC — $5.57M (3.3%)
6. NOW SERVICENOW INC — $5.44M (3.2%)
7. GOOGL ALPHABET INC — $4.35M (2.6%)
8. VEEV VEEVA SYS INC — $3.84M (2.3%)
9. META META PLATFORMS INC — $3.58M (2.1%)
10. ADBE ADOBE INC — $3.16M (1.9%)