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Q2 2026 13F filing
Updated 41 days ago23 disclosed positions worth $903M
Portfolio value
$903M
Total holdings
23
New positions
9
Closed positions
6
Increased
8
Decreased
1
Turnover
65.2%
Filed
2026-07-31
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CCZ COMCAST CORP NEW | $61M | 2.48M | 6.75% | Added(+39.2%) |
| 2 | E EXPE EXPEDIA GROUP INC | $58.2M | 227.6K | 6.45% | Added(+75.0%) |
| 3 | G GDDY GODADDY INC | $57.4M | 676.0K | 6.35% | Added(+57.2%) |
| 4 | U UHS UNIVERSAL HLTH SVCS INC | $56.5M | 380.0K | 6.26% | Added(+46.1%) |
| 5 | C CI THE CIGNA GROUP | $56M | 203.0K | 6.20% | Added(+16.0%) |
| 6 | ? N/A KASPI KZ JSC | $53.7M | 620.0K | 5.95% | Unchanged |
| 7 | H HRB BLOCK H & R INC | $53.3M | 1.40M | 5.90% | Unchanged |
| 8 | F FDS FACTSET RESH SYS INC | $51.5M | 224.0K | 5.71% | Added(+20.4%) |
| 9 | V VIPS VIPSHOP HLDGS LTD | $51.1M | 3.85M | 5.65% | — |
| 10 | S SBH SALLY BEAUTY HLDGS INC | $42.4M | 3.00M | 4.69% | Added(+23.4%) |
| 11 | A ADBE ADOBE INC | $40M | 195.0K | 4.43% | Added(+95.0%) |
| 12 | I INTU INTUIT | $39.1M | 150.0K | 4.34% | — |
| 13 | Z ZTS ZOETIS INC | $38.8M | 540.0K | 4.30% | — |
| 14 | M MTCH MATCH GROUP INC NEW | $38.1M | 1.00M | 4.21% | Unchanged |
| 15 | T TAP MOLSON COORS BEVERAGE CO | $35.1M | 900.0K | 3.88% | Unchanged |
| 16 | M META META PLATFORMS INC | $33.8M | 60.0K | 3.74% | — |
| 17 | X XRAY DENTSPLY SIRONA INC | $27.6M | 2.60M | 3.05% | — |
| 18 | T TCMEF TENCENT MUSIC ENTMT GROUP | $27.2M | 3.26M | 3.01% | — |
| 19 | P PDD PDD HOLDINGS INC | $22.9M | 300.0K | 2.53% | — |
| 20 | R REGN REGENERON PHARMACEUTICALS | $18.7M | 30.0K | 2.07% | — |
| 21 | S SNAP SNAP INC | $17.8M | 4.00M | 1.97% | — |
| 22 | L LKQ LKQ CORP | $13.6M | 516.7K | 1.51% | Trimmed(-65.9%) |
| 23 | ? N/A GRAVITY CO LTD | $9.4M | 139.7K | 1.04% | Unchanged |