FARLEY CAPITAL L.P.: 13F holdings
CIK 14794652026Q2
| Positions | 15 |
|---|
| Reported value | $127.4m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 15 (-3 vs prior quarter) |
|---|
| Reported value | $127.4m (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 107,827 | $38.1m | 29.9% |
| MA MASTERCARD INC | 62,227 | $32.0m | 25.1% |
| MSFT MICROSOFT CORP | 52,566 | $19.6m | 15.4% |
| FSLR FIRST SOLAR INC | 52,285 | $12.3m | 9.7% |
| META META PLATFORMS INC | 9,753 | $5.5m | 4.3% |
| CVSA COVISTA INC | 37,256 | $4.6m | 3.6% |
| GOOGL ALPHABET INC | 9,181 | $3.3m | 2.6% |
| WDAY WORKDAY INC | 22,400 | $2.7m | 2.2% |
| ISHARES TR | 74,000 | $2.3m | 1.8% |
| WORKDAY INC | 15,100 | $1.8m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1479465")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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