Ruffer LLP: 13F holdings
CIK 14268592026Q2
| Positions | 187 |
|---|
| Reported value | $2.8bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 187 (+11 vs prior quarter) |
|---|
| Reported value | $2.8bn (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 829,118 | $197.4m | 7.0% |
| MSFT MICROSOFT CORP | 454,873 | $169.5m | 6.0% |
| BABA ALIBABA GROUP HLDG LTD | 1,265,069 | $121.3m | 4.3% |
| SMURFIT WESTROCK PLC | 2,438,889 | $112.7m | 4.0% |
| BAC BANK AMERICA CORP | 1,304,202 | $74.2m | 2.6% |
| FND FLOOR & DECOR HLDGS INC | 1,235,490 | $73.3m | 2.6% |
| COIN COINBASE GLOBAL INC | 499,000 | $72.9m | 2.6% |
| NTES NETEASE COM INC | 487,913 | $62.5m | 2.2% |
| SLB SLB LIMITED | 1,341,534 | $62.3m | 2.2% |
| BP BP PLC | 1,624,940 | $60.0m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426859")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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