account_balance
Investment manager · 13F filer · SEC CIK 1479465
Farley Capital L.P.
Reported value$130Mas of Sep 30, 2026
Positions14 1 new, 2 sold out
Top 10 weight97.4%GOOG alone is 28%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
28.2%
MAMastercard Inc
26.4%
MSFTMicrosoft Corp
19.5%Trimmed −6%
FSLRFirst Solar, Inc.
7.0%
METAMeta Platforms, Inc.
4.3%Trimmed −20%
CVSACovista Inc.
3.3%
WDAYWorkday, Inc.
3.3%
GOOGLAlphabet Inc.
2.1%−15%
iShares Tr
MCHI1.4%
BRK-BGOOGAlphabet Inc.
28.2%
MAMastercard Inc
26.4%
MSFTMicrosoft Corp
19.5%Trimmed −6%
FSLRFirst Solar, Inc.
7.0%
META4.3%CVSA3.3%WDAY3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 28.2% HeldMA Mastercard Inc 26.4% HeldMSFT Microsoft Corp 19.5% Trimmed −6%FSLR First Solar, Inc. 7.0% HeldMETA Meta Platforms, Inc. 4.3% Trimmed −20%CVSA Covista Inc. 3.3% Trimmed −5%WDAY Workday, Inc. 3.3% HeldGOOGL Alphabet Inc. 2.1% Trimmed −15%
iShares Tr 1.9% Held
MCHI iShares Tr 1.4% Held
BRK-B Berkshire Hathaway Inc 1.1% HeldALGM Allegro Microsystems, Inc. 0.6% NewWhat changed
Biggest moves since Jun 30, 2026
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