Ranmore Fund Management Ltd
Ranmore Fund Management Ltd reported 26 holdings worth US$901M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Ranmore Fund Management Ltd reported 26 holdings worth US$901M as of Sep 30, 2026. Largest: The Cigna Group, Godaddy Inc. and Universal Health Services, Inc. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$901M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| The Cigna Group | 233K | US$63.3M | 7.0% |
| Godaddy Inc. | 650K | US$62.1M | 6.9% |
| Universal Health Services, Inc. | 345K | US$60.1M | 6.7% |
| Constellation Brands, Inc. | 490K | US$55.4M | 6.2% |
| Vipshop Holdings Ltd | 4.15M | US$51.9M | 5.8% |
| Sally Beauty Holdings, Inc. (name To Be Changed From Sally Holdings, Inc.) | 3.15M | US$51.7M | 5.7% |
| Intuit Inc. | 180K | US$49.6M | 5.5% |
| Adobe Inc. | 200K | US$48M | 5.3% |
| Meta Platforms, Inc. | 65,000 | US$47.1M | 5.2% |
| H&r Block, Inc. | 1.08M | US$43.9M | 4.9% |
| Comcast Corporation | 1.65M | US$35.9M | 4.0% |
| Deckers Outdoor Corporation | 435K | US$34M | 3.8% |
| Booking Holdings Inc. Common Stock | 200K | US$32.6M | 3.6% |
| Lennar Corporation | 385K | US$31.4M | 3.5% |
| Match Group, Inc. | 700K | US$28.1M | 3.1% |
| PDD Holdings Inc. | 360K | US$28.1M | 3.1% |
| Snap Inc. | 4.8M | US$25.9M | 2.9% |
| Dentsply Sirona Inc. | 2.8M | US$24.8M | 2.8% |
| Tim S.a. | 1.08M | US$19.2M | 2.1% |
| Maximus, Inc. | 291K | US$15.5M | 1.7% |
| Expedia Group, Inc. | 55,000 | US$14.5M | 1.6% |
| Gravity Co., Ltd. | 113K | US$7.58M | 0.84% |
| Compania Cervecerias Unidas S.a. | 645K | US$7.26M | 0.81% |
| Molson Coors Beverage Company | 0 | US$0 | 0.00% |
| Regeneron Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Tencent Music Entertainment Group Class A | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
| Factset Research Systems Inc. | 0 | US$0 | 0.00% |
| Lkq Corporation | 0 | US$0 | 0.00% |
Source
Download original · View original at SEC
Related