FARLEY CAPITAL L.P. — 13F holdings

FARLEY CAPITAL L.P. reported 15 holdings worth $127M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. GOOG ALPHABET INC — $38.1M (29.9%)
  2. MA MASTERCARD INCORPORATED — $32.0M (25.1%)
  3. MSFT MICROSOFT CORP — $19.6M (15.4%)
  4. FSLR FIRST SOLAR INC — $12.3M (9.7%)
  5. META META PLATFORMS INC — $5.49M (4.3%)
  6. CVSA ADTALEM GLOBAL ED INC — $4.64M (3.6%)
  7. GOOGL ALPHABET INC — $3.28M (2.6%)
  8. WDAY WORKDAY INC — $2.74M (2.2%)
  9. ISHARES TR — $2.34M (1.8%)
  10. WORKDAY INC — $1.85M (1.5%)