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Ranmore Fund Management Ltd

hedge fundUpdated 16 days ago

Managed by Ranmore Fund Management Ltd • Latest filing Q3 2026

Portfolio value
$900.6M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
143.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$369.2M
Q4 2025$582.7M
Q1 2026$757M
Q2 2026$903M
Q3 2026$900.6M

Top holdings

26 positions as of Q3 2026

View filing
C

THE CIGNA GROUP

+14.8%
Value
$63.3M
Shares
233.0K
% Port
7.03%
G

GODADDY INC

-3.9%
Value
$62.1M
Shares
650.0K
% Port
6.89%
U

UNIVERSAL HLTH SVCS INC

-9.2%
Value
$60.1M
Shares
345.0K
% Port
6.68%
S

CONSTELLATION BRANDS INC

Value
$55.4M
Shares
490.0K
% Port
6.15%
V

VIPSHOP HLDGS LTD

+7.8%
Value
$51.9M
Shares
4.15M
% Port
5.76%
S

SALLY BEAUTY HLDGS INC

+5.2%
Value
$51.7M
Shares
3.15M
% Port
5.75%
+20.0%
Value
$49.6M
Shares
180.0K
% Port
5.51%
A

ADOBE INC

+2.6%
Value
$48M
Shares
200.0K
% Port
5.33%
M

META PLATFORMS INC

+8.3%
Value
$47.1M
Shares
65.0K
% Port
5.23%
H

BLOCK H & R INC

-23.2%
Value
$43.9M
Shares
1.08M
% Port
4.88%
C

COMCAST CORP NEW

-33.6%
Value
$35.9M
Shares
1.65M
% Port
3.99%
D

DECKERS OUTDOOR CORP

Value
$34M
Shares
435.0K
% Port
3.77%
B

BOOKING HOLDINGS INC

Value
$32.6M
Shares
200.0K
% Port
3.62%
O

ON HLDG AG

Value
$32.3M
Shares
1.09M
% Port
3.58%
L

LENNAR CORP

Value
$31.4M
Shares
384.9K
% Port
3.49%
M

MATCH GROUP INC NEW

-30.0%
Value
$28.1M
Shares
700.0K
% Port
3.12%
P

PDD HOLDINGS INC

+20.0%
Value
$28.1M
Shares
360.0K
% Port
3.12%
S

SNAP INC

+20.0%
Value
$25.9M
Shares
4.80M
% Port
2.88%
X

DENTSPLY SIRONA INC

+7.7%
Value
$24.8M
Shares
2.80M
% Port
2.75%
?
20.N/A

TIM S A

Value
$19.2M
Shares
1.08M
% Port
2.13%

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