§ 13F · FUND PROFILE
FARLEY CAPITAL L.P..
AUM · $127M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 108K | $38M | 29.9% | −15% |
| 2 | MA | MASTERCARD INC | 62K | $32M | 25.1% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 53K | $20M | 15.4% | ±0% |
| 4 | FSLR | FIRST SOLAR INC | 52K | $12M | 9.7% | ±0% |
| 5 | META | META PLATFORMS INC | 10K | $5M | 4.3% | ±0% |
| 6 | CVSA | COVISTA INC | 37K | $5M | 3.6% | ±0% |
| 7 | GOOGL | ALPHABET INC | 9K | $3M | 2.6% | −30% |
| 8 | WDAY | WORKDAY INC | 22K | $3M | 2.2% | +138% |
| 9 | — | ISHARES TR | 74K | $2M | 1.8% | ±0% |
| 10 | WDAY | WORKDAY INC | 15K | $2M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FARLEY SIGNAL
AC read
FARLEY CAPITAL L.P. is a Other fund managing $127 million in assets. The fund runs a focused portfolio of just 15 positions.
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