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FARLEY CAPITAL L.P. 13F Portfolio
FARLEY CAPITAL L.P.
Latest SEC 13F 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 231 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%
#0/10003 Year
+86.60%
#0/10005 Year
+77.63%
#0/1000Portfolio Value
$127.40M
Alpha Score
60.9
#0 of 1000
Holdings
15
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FARLEY CAPITAL L.P. Current 13F Holdings
Reported holdings from FARLEY CAPITAL L.P.'s latest SEC 13F filing, ranked by portfolio weight.
15 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOG ALPHABET INC | 29.91% | $68.49 | $347.86 | +407.90% | Trimmed -15.03% |
 MA MASTERCARD INC | 25.09% | $304.37 | $589.23 | +93.59% | Held |
 MSFT MICROSOFT CORP | 15.39% | $306.90 | $535.07 | +74.35% | Added +0.03% |
 FSLR FIRST SOLAR INC | 9.68% | $224.92 | $177.82 | -20.94% | Held |
 META META PLATFORMS INC | 4.31% | $205.42 | $718.67 | +249.85% | Held |
 GOOGL ALPHABET INC | 2.58% | $109.62 | $351.66 | +220.80% | Trimmed -30.10% |
 WDAY WORKDAY INC | 2.15% | $125.57 | $186.59 | +48.59% | Added +138.30% |
 MCHI ISHARES TR | 1.37% | $43.32 | $52.55 | +21.31% | Held |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 1.14% | $232.80 | $515.44 | +121.41% | Held |
 BRK-A BERKSHIRE HATHAWAY INC DEL | 0.59% | $339,590.00 | $773,870.81 | +127.88% | Held |
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