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

Currently, FARLEY CAPITAL L.P. holds 15 types of securities in its portfolio with a total value $127.4M. In the most recent quarter, they have increased their positions in WDAY (+13.0K shares, valued at $1.6M), MSFT (+16 shares, valued at $6.0K); decreased their positions in GOOG (-19.1K shares, valued at $6.7M), GOOGL (-4.0K shares, valued at $1.4M).

1M P&L

+10.2M+13.99%

3M P&L

-2.0M-2.31%

HY P&L

+10.3M+14.06%

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

1Internet Content & Information41.4M

48.3%

2Software - Infrastructure19.6M

22.9%

3Solar12.3M

14.4%

Top Industries by Stock Count

1Internet Content & Information2 stocks

18.2%

2N/A2 stocks

18.2%

3Insurance - Diversified1 stocks

9.1%

Sponsored

ISHARES TR ISHARES TR74.0K shares0.00%2026-06-302026-08-06

WORKDAY INC WORKDAY INC15.1K shares0.00%2026-06-302026-08-06

MCHI ISHARES TR34.2K shares0.00%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares0.00%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-06

SONY SONY GROUP CORP32.4K shares0.00%2026-06-302026-08-06

OXY OCCIDENTAL PETE CORP7.0K shares0.00%2026-06-302026-08-06

GOOG

ALPHABET INC

-15.03%

Shares107.8K

Event2026-06-30

Filed2026-08-06

MASTERCARD INC

0.00%

Shares62.2K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

0.03%

Shares52.6K

Event2026-06-30

Filed2026-08-06

FSLR

FIRST SOLAR INC

0.00%

Shares52.3K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

ATGE

COVISTA INC

0.00%

Shares37.3K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-30.10%

Shares9.2K

Event2026-06-30

Filed2026-08-06

WDAY

WORKDAY INC

138.30%

Shares22.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

0.00%

Shares74.0K

Event2026-06-30

Filed2026-08-06

WORKDAY INC

0.00%

Shares15.1K

Event2026-06-30

Filed2026-08-06

MCHI

ISHARES TR

0.00%

Shares34.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP

0.00%

Shares32.4K

Event2026-06-30

Filed2026-08-06

OXY

OCCIDENTAL PETE CORP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available