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FARLEY CAPITAL L.P.

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $134,323

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001479465
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$40.02M
30 %

127,522

M
MA

MASTERCARD INC

CL A
57636Q104
$34.57M
26 %

60,558

M
MSFT

MICROSOFT CORP

COM
594918104
$19.58M
15 %

40,481

F
FSLR

FIRST SOLAR INC

COM
336433107
$12.26M
9 %

46,925

M
META

META PLATFORMS INC

CL A
30303M102
$6.83M
5 %

10,353

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.11M
3 %

13,134

---

ADTALEM GLOBAL ED INC

COM
00737L103
$3.85M
3 %

37,256

K
KMX

CARMAX INC.

COM
143130102
$3.28M
2 %

84,909

---

ISHARES TR

CALL
464287904
$2.83M
2 %

74,000

M
MCHI

ISHARES TR

MSCI CHINA ETF
46429B671
$2.06M
2 %

34,220

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