Ruffer LLP — 13F holdings

Ruffer LLP reported 187 holdings worth $2.83B in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. AMZN AMAZON COM INC — $197M (7.0%)
2. MSFT MICROSOFT CORP — $169M (6.0%)
3. BABA ALIBABA GROUP HLDG LTD — $121M (4.3%)
4. SW SMURFIT WESTROCK PLC — $113M (4.0%)
5. BAC BANK AMERICA CORP — $74.2M (2.6%)
6. FND FLOOR & DECOR HLDGS INC — $73.3M (2.6%)
7. COIN COINBASE GLOBAL INC — $72.9M (2.6%)
8. NTES NETEASE INC — $62.5M (2.2%)
9. SLB SCHLUMBERGER LTD — $62.3M (2.2%)
10. BP BP PLC — $60.0M (2.1%)