Rare Wolf Capital
Rare Wolf Capital reported 117 stocks worth $169M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are GOOG (10.2%), MSFT (7.4%) and USFR (6.8%). Compared with Q2 2026, the fund opened new positions in ACN, GDDY and OKE, added to USFR, NVDA and NOW, trimmed GOOG, MSFT and AMZN and sold out of TSN, UPST and MUST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $17.2M | 10.2% | 50K | −186 (−0%) | 4 of 4 | |
| 2 |  MSFT Microsoft Corp | $12.5M | 7.4% | 24K | −2,410 (−9%) | 4 of 4 | |
| 3 |  USFR Wisdomtree TR | $11.5M | 6.8% | 227K | +19K (+9%) | 4 of 4 | |
| 4 |  NVDA Nvidia Corporation | $6.5M | 3.9% | 29K | +200 (+1%) | 4 of 4 | |
| 5 |  AMZN Amazon Com Inc | $5.6M | 3.3% | 22K | −1,403 (−6%) | 4 of 4 | |
| 6 |  NOW Servicenow Inc | $5.4M | 3.2% | 41K | +121 (+0%) | 4 of 4 | |
| 7 |  GOOGL Alphabet Inc | $4.3M | 2.6% | 13K | −514 (−4%) | 4 of 4 | |
| 8 |  VEEV Veeva Sys Inc Class Class A | $3.8M | 2.3% | 13K | +123 (+1%) | 4 of 4 | |
| 9 |  META Meta Platforms Inc | $3.6M | 2.1% | 4,942 | −212 (−4%) | 4 of 4 | |
| 10 |  ADBE Adobe Inc | $3.2M | 1.9% | 13K | +3,485 (+36%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSN Tyson Foods Inc | $1.2M | 21K |
 UPST Upstart Hldgs Inc | $919K | 26K |
 MUST Columbia ETF TR I | $704K | 34K |
 OKE Oneok Inc New | $585K | 6,732 |
 UPS United Parcel Service Inc | $573K | 5,333 |
🔒 Free account: see all 11.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rare Wolf Capital 13F FAQ
What does Rare Wolf Capital own?
Rare Wolf Capital reported 117 stocks worth $169M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are GOOG (10.2%), MSFT (7.4%) and USFR (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Rare Wolf Capital buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 44 added to, 31 trimmed and 11 sold out. New positions include ACN, GDDY and OKE. It sold all of TSN, UPST and MUST.
When will Rare Wolf Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rare Wolf Capital's portfolio worth?
The Q3 2026 filing reports $169M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.