Raine Capital LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Raine Capital LLC reported 4 stock positions worth $308.6 million. Its top holding was Olo Class A (OLO) at 92.9% of the portfolio, followed by Draftkings Class A (DKNG, 6.1%) and Beachbody (BODI, 0.9%). Compared with Q1 2025, it opened 1 new position and sold out of 1. The biggest buy was a new position in St Sr Utl SL SE SPDR ETF-Usd (XLU) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001631543
Portfolio Value
$308.6M (Q2 2025)
SEC Filing
0001012975-25-000447 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $235.2M Q1 2024 Q2 2024: $205.1M Q2 2024 Q3 2024: $222.7M Q3 2024 Q4 2024: $303.0M Q4 2024 Q1 2025: $214.5M Q1 2025 Q2 2025: $308.6M $308.6M Q2 2025 Q3 2025: $13.8M Q3 2025 Q4 2025: $16.6M Q4 2025 Q1 2026: $14.1M Q1 2026 Q2 2026: $13.5M Q2 2026

Holdings 4 stocks · $308.6M

OLO Olo Inc. Class A 92.92% 32,220,439 $286.8M No change
DKNG Draftkings Inc. Class A 6.10% 438,935 $18.8M No change
BODI The Beachbody Co. Inc. filed as THE BEACHBODY COMPANY INC 0.90% 671,067 $2.8M No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.08% 3,200 $261K New

Portfolio Sells Q1 2025 → Q2 2025

SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.12

Portfolio Buys Q1 2025 → Q2 2025

XLU St Sr Utl SL SE SPDR ETF-Usd New 0.08% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$13.5MBODI, DKNG
Q1 2026 4$14.1MBODI, DKNG, SGOV, SPY
Q4 2025Amended 4$16.6MDKNG, BODI, SPY, SGOV
Q3 2025 2$13.8MDKNG, BODI
Q2 2025 4$308.6MOLO, DKNG, BODI, XLU
Q1 2025Amended 4$214.5MOLO, DKNG, BODI, SPY
Q4 2024 3$303.0MOLO, DKNG, BODI
Q3 2024 5$222.7MOLO, DKNG, BODI, GENI, RDDT
Q2 2024 5$205.1MOLO, DKNG, BODI, RDDT, GENI
Q1 2024Amended 5$235.2MOLO, DKNG, BODI, GENI, RDDT