FARLEY CAPITAL L.P.
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%.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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 |
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