RUFFER LLP
RUFFER LLP runs RUFFER LLP and currently holds 187 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $2.83B. Their top holdings are AMZN, MSFT, BABA, SW, BAC. The top five represent 23.9% of reported portfolio weight. RUFFER LLP ranks #347 out of 1000 investors tracked by Alpha Score. In the most recent quarter, RUFFER LLP initiated 21 new positions. They added to 48 existing positions. They trimmed 31 positions. Their current best-performing preview position is DAVE with returns of +113.71%.
187 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AMZN AMAZON COM INC | 6.98% | $176.38 | $258.63 | +46.63% | Added +47.65% |
MSFT MICROSOFT CORP | 5.99% | $371.06 | $483.24 | +30.23% | Added +45.12% |
BABA ALIBABA GROUP HLDG LTD | 4.29% | $116.51 | $119.30 | +2.39% | Added +8.01% |
SW SMURFIT WESTROCK PLC | 3.98% | $39.45 | $49.38 | +25.17% | Trimmed -12.47% |
BAC BANK AMERICA CORP | 2.62% | $37.22 | $61.70 | +65.77% | Trimmed -0.89% |
FND FLOOR & DECOR HLDGS INC | 2.59% | $58.06 | $54.28 | -6.51% | Added +12.24% |
COIN COINBASE GLOBAL INC | 2.58% | $200.99 | $186.49 | -7.21% | Trimmed -65.25% |
NTES NETEASE COM INC | 2.21% | $128.14 | $128.17 | +0.02% | New Buy |
SLB SLB LIMITED | 2.20% | $41.72 | $53.88 | +29.13% | Trimmed -13.01% |
BP BP PLC | 2.12% | $33.85 | $44.76 | +32.23% | Trimmed -22.55% |
Showing 1-10 of 187