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The Analysis of Ranmore Fund Management Ltd's Holdings & P&L

Currently, Ranmore Fund Management Ltd holds 23 types of securities in its portfolio with a total value $903.0M. In the most recent quarter, they have increased their positions in VIPS (+3.9M shares, valued at $51.1M), INTU (+150.0K shares, valued at $39.1M), N/A (+540.0K shares, valued at $38.8M); decreased their positions in LKQ (-1.0M shares, valued at $26.3M); initiated new positions in VIPS (+3.9M shares, valued at $51.1M), INTU (+150.0K shares, valued at $39.1M), N/A (+540.0K shares, valued at $38.8M).

1M P&L

+22.4M+2.53%

3M P&L

+117.7M+14.90%

HY P&L

+20.5M+2.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure111.1M

14.1%

2Internet Content & Information83.0M

10.5%

3Internet Retail73.9M

9.4%

Top Industries by Stock Count

1Internet Content & Information3 stocks

15.0%

2Software - Infrastructure2 stocks

10.0%

3Internet Retail2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CMCSA COMCAST CORP NEW2.5M shares39.24%2026-06-302026-07-31

EXPE EXPEDIA GROUP INC227.6K shares75.04%2026-06-302026-07-31

GDDY GODADDY INC676.0K shares57.21%2026-06-302026-07-31

UHS UNIVERSAL HLTH SVCS INC380.0K shares46.15%2026-06-302026-07-31

CI THE CIGNA GROUP203.0K shares16.00%2026-06-302026-07-31

KSPI KASPI KZ JSC620.0K shares0.00%2026-06-302026-07-31

HRB BLOCK H & R INC1.4M shares0.00%2026-06-302026-07-31

FDS FACTSET RESH SYS INC224.0K shares20.43%2026-06-302026-07-31

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VIPS VIPSHOP HLDGS LTD3.9M sharesnew addition2026-06-302026-07-31

SBH SALLY BEAUTY HLDGS INC3.0M shares23.41%2026-06-302026-07-31

ADOBE INC ADOBE INC195.0K shares95.00%2026-06-302026-07-31

INTU INTUIT150.0K sharesnew addition2026-06-302026-07-31

ZOETIS INC ZOETIS INC540.0K sharesnew addition2026-06-302026-07-31

MTCH MATCH GROUP INC NEW1.0M shares0.00%2026-06-302026-07-31

TAP MOLSON COORS BEVERAGE CO900.0K shares0.00%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC60.0K sharesnew addition2026-06-302026-07-31

Sponsored

XRAY DENTSPLY SIRONA INC2.6M sharesnew addition2026-06-302026-07-31

TME TENCENT MUSIC ENTMT GROUP3.3M sharesnew addition2026-06-302026-07-31

PDD PDD HOLDINGS INC300.0K sharesnew addition2026-06-302026-07-31

REGN REGENERON PHARMACEUTICALS30.0K sharesnew addition2026-06-302026-07-31

SNAP SNAP INC4.0M sharesnew addition2026-06-302026-07-31

LKQ LKQ CORP516.7K shares-65.93%2026-06-302026-07-31

GRVY GRAVITY CO LTD139.7K shares0.00%2026-06-302026-07-31

CMCSA

COMCAST CORP NEW

39.24%

Shares2.5M

Event2026-06-30

Filed2026-07-31

EXPE

EXPEDIA GROUP INC

75.04%

Shares227.6K

Event2026-06-30

Filed2026-07-31

GDDY

GODADDY INC

57.21%

Shares676.0K

Event2026-06-30

Filed2026-07-31

UHS

UNIVERSAL HLTH SVCS INC

46.15%

Shares380.0K

Event2026-06-30

Filed2026-07-31

THE CIGNA GROUP

16.00%

Shares203.0K

Event2026-06-30

Filed2026-07-31

KSPI

KASPI KZ JSC

0.00%

Shares620.0K

Event2026-06-30

Filed2026-07-31

HRB

BLOCK H & R INC

0.00%

Shares1.4M

Event2026-06-30

Filed2026-07-31

FDS

FACTSET RESH SYS INC

20.43%

Shares224.0K

Event2026-06-30

Filed2026-07-31

VIPS

VIPSHOP HLDGS LTD

New

Shares3.9M

Event2026-06-30

Filed2026-07-31

SBH

SALLY BEAUTY HLDGS INC

23.41%

Shares3.0M

Event2026-06-30

Filed2026-07-31

ADOBE INC

95.00%

Shares195.0K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

New

Shares150.0K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

New

Shares540.0K

Event2026-06-30

Filed2026-07-31

MTCH

MATCH GROUP INC NEW

0.00%

Shares1.0M

Event2026-06-30

Filed2026-07-31

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares900.0K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

New

Shares60.0K

Event2026-06-30

Filed2026-07-31

XRAY

DENTSPLY SIRONA INC

New

Shares2.6M

Event2026-06-30

Filed2026-07-31

TME

TENCENT MUSIC ENTMT GROUP

New

Shares3.3M

Event2026-06-30

Filed2026-07-31

PDD

PDD HOLDINGS INC

New

Shares300.0K

Event2026-06-30

Filed2026-07-31

REGN

REGENERON PHARMACEUTICALS

New

Shares30.0K

Event2026-06-30

Filed2026-07-31

SNAP

SNAP INC

New

Shares4.0M

Event2026-06-30

Filed2026-07-31

LKQ

LKQ CORP

-65.93%

Shares516.7K

Event2026-06-30

Filed2026-07-31

GRVY

GRAVITY CO LTD

0.00%

Shares139.7K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available