Farley Capital L.P. reported 15 holdings worth US$127M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Farley Capital L.P. reported 15 holdings worth US$127M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Mastercard Incorporated and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$127M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 116K | US$41.4M | 32.5% |
| Mastercard Incorporated | 62,227 | US$32M | 25.1% |
| Microsoft Corp. | 52,566 | US$19.6M | 15.4% |
| First Solar, Inc. | 52,285 | US$12.3M | 9.7% |
| Meta Platforms, Inc. | 9,753 | US$5.49M | 4.3% |
| Covista Inc. | 37,256 | US$4.64M | 3.6% |
| Workday, Inc. | 22,400 | US$2.74M | 2.2% |
| Berkshire Hathaway Inc. | 4,391 | US$2.2M | 1.7% |
| Sony Group Corporation | 32,350 | US$649K | 0.51% |
| Occidental Petroleum Corporation | 6,988 | US$454K | 0.36% |
| Expedia Group, Inc. | 0 | US$0 | 0.00% |