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The Analysis of FARLEY CAPITAL L.P.'s Holdings & P&L

Currently, FARLEY CAPITAL L.P. holds 18 types of securities in its portfolio with a total value $123.3M. In the most recent quarter, they have increased their positions in MSFT (+12.1K shares, valued at $4.5M), N/A (+15.1K shares, valued at $2.0M), WDAY (+9.4K shares, valued at $1.2M); decreased their positions in META (-600 shares, valued at $343.3K), N/A (-625 shares, valued at $179.3K); initiated new positions in N/A (+15.1K shares, valued at $2.0M), WDAY (+9.4K shares, valued at $1.2M).

1M P&L

+1.9M+2.53%

3M P&L

+2.4M+3.10%

HY P&L

-10.5M-11.84%

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

1Credit Services31.1M

40.3%

2Software - Infrastructure19.5M

25.2%

3Solar10.3M

13.4%

Top Industries by Stock Count

1N/A2 stocks

15.4%

2Internet Retail1 stocks

7.7%

3Banks - Regional1 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC126.9K shares-0.49%2026-03-312026-05-11

MA MASTERCARD INC62.2K shares2.76%2026-03-312026-05-11

MSFT MICROSOFT CORP52.5K shares29.81%2026-03-312026-05-11

FSLR FIRST SOLAR INC52.3K shares11.42%2026-03-312026-05-11

META META PLATFORMS INC9.8K shares-5.80%2026-03-312026-05-11

ATGE COVISTA INC37.3K shares0.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC13.1K shares0.00%2026-03-312026-05-11

ISHARES TR ISHARES TR74.0K shares0.00%2026-03-312026-05-11

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WORKDAY INC WORKDAY INC15.1K sharesnew addition2026-03-312026-05-11

MCHI ISHARES TR34.2K shares0.00%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares0.00%2026-03-312026-05-11

WDAY WORKDAY INC9.4K sharesnew addition2026-03-312026-05-11

EXPE EXPEDIA GROUP INC4.3K shares0.00%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-11

SONY SONY GROUP CORP32.4K shares0.00%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP7.0K shares0.00%2026-03-312026-05-11

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BABA ALIBABA GROUP HLDG LTD1.6K shares0.00%2026-03-312026-05-11

BLFY BLUE FOUNDRY BANCORP11.3K shares0.00%2026-03-312026-05-11

ALPHABET INC

-0.49%

Shares126.9K

Event2026-03-31

Filed2026-05-11

MASTERCARD INC

2.76%

Shares62.2K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

29.81%

Shares52.5K

Event2026-03-31

Filed2026-05-11

FSLR

FIRST SOLAR INC

11.42%

Shares52.3K

Event2026-03-31

Filed2026-05-11