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FARLEY CAPITAL L.P. 13F portfolio summary

FARLEY CAPITAL L.P. of FARLEY CAPITAL L.P. has 15 current stock holdings with a reported portfolio value of $127.4M. The portfolio 1 year return is +14.36%. Top holdings include GOOG (29.91%), MA (25.09%), MSFT (15.39%), FSLR (9.68%), META (4.31%).

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FARLEY CAPITAL L.P.

FARLEY CAPITAL L.P.
Latest filing: 2026-06-30

FARLEY CAPITAL L.P. runs FARLEY CAPITAL L.P. and currently holds 15 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $127.40M. Their top holdings are GOOG, MA, MSFT, FSLR, META. The top five represent 84.4% of reported portfolio weight. FARLEY CAPITAL L.P. ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 2 positions. Their current best-performing preview position is GOOGL with returns of +24.28%.

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Top 5 Holdings
GOOG29.9%
MA25.1%
MSFT15.4%
FSLR9.7%
META4.3%
Top 5: 84.4%
Portfolio Returns
1 Year
+14.36%
#0/1000
3 Year
+86.60%
#0/1000
5 Year
+77.63%
#0/1000

Portfolio Value

$127.40M

Alpha Score

60.9

#0 of 1000

Holdings

15

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15 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GOOG
ALPHABET INC
29.91%$68.49$341.75+398.98%
Trimmed
-15.03%
MA
MASTERCARD INC
25.09%$304.37$580.56+90.74%
Held
MSFT
MICROSOFT CORP
15.39%$306.90$483.24+57.46%
Added
+0.03%
FSLR
FIRST SOLAR INC
9.68%$224.92$214.28-4.73%
Held
META
META PLATFORMS INC
4.31%$205.42$549.90+167.70%
Held
GOOGL
ALPHABET INC
2.58%$109.62$344.82+214.56%
Trimmed
-30.10%
WDAY
WORKDAY INC
2.15%$125.57$200.01+59.28%
Added
+138.30%
MCHI
ISHARES TR
1.37%$43.32$55.66+28.49%
Held
BRK-B
BERKSHIRE HATHAWAY INC DEL
1.14%$232.80$495.77+112.96%
Held
BRK-A
BERKSHIRE HATHAWAY INC DEL
0.59%$339,590.00$743,666.12+118.99%
Held

Showing 1-10 of 15