FARLEY CAPITAL L.P.

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $138,434

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MA

MASTERCARD INC

CL A
57636Q104
$37.52M
27 %

65,958

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$33.14M
24 %

136,086

M
MSFT

MICROSOFT CORP

COM
594918104
$21.93M
16 %

42,349

F
FSLR

FIRST SOLAR INC

COM
336433107
$8.43M
6 %

38,225

M
META

META PLATFORMS INC

CL A
30303M102
$7.95M
6 %

10,823

---

ISHARES TR

CALL
464287904
$6.09M
4 %

148,000

---

ADTALEM GLOBAL ED INC

COM
00737L103
$5.68M
4 %

36,806

M
MCHI

ISHARES TR

MSCI CHINA ETF
46429B671
$3.88M
3 %

58,975

K
KMX

CARMAX INC.

COM
143130102
$3.25M
2 %

72,494

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$2.97M
2 %

12,217

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