Ruffer LLP
CIK 1426859
13F filing for Q2 2026・No. 1,332
- Holdings
- US$2.83B
- Quarter change
- +US$384.05M
- Entries
- 187
- Net bought (estimate)
- +US$442.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 42
- Sold out 31
- Cut 71
- Added 66
- Corporate actions 0
- Unchanged 8
Largest holdings
187 stocks worth US$2.83B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 829,118 | US$197.39M | 6.98% |
| MSFTMicrosoftCOM | Added | 454,873 | US$169.49M | 5.99% |
| BABAALIBABA GROUP HLDG LTDSPONSORED ADS | Added | 1,265,069 | US$121.29M | 4.29% |
| SWSMURFIT WESTROCK PLCSHS | Cut | 2,438,889 | US$112.7M | 3.98% |
| BACBANK AMERICA CORPCOM | Cut | 1,304,202 | US$74.23M | 2.62% |
| FNDFLOOR & DECOR HLDGS INCCL A | Added | 1,235,490 | US$73.26M | 2.59% |
| COINCOINBASE GLOBAL INCCOM CL A | Cut | 499,000 | US$72.87M | 2.58% |
| NTESNETEASE COM INCSPONSORED ADS | New | 487,913 | US$62.45M | 2.21% |
| SLBSLB LIMITEDCOM STK | Cut | 1,341,534 | US$62.3M | 2.20% |
| BPBP PLCSPONSORED ADR | Cut | 1,624,940 | US$59.98M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.