Ranmore Fund Management Ltd
CIK 2055400
13F filing for Q2 2026・No. 2,746
- Holdings
- US$903.02M
- Quarter change
- +US$146.04M
- Entries
- 23
- Net bought (estimate)
- +US$139.81M
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 9
- Sold out 6
- Cut 1
- Added 8
- Corporate actions 0
- Unchanged 5
Largest holdings
23 stocks worth US$903.02M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CMCSACOMCAST CORP NEWCL A | Added | 2,483,669 | US$60.97M | 6.75% |
| EXPEEXPEDIA GROUP INCCOM NEW | Added | 227,558 | US$58.23M | 6.45% |
| GDDYGODADDY INCCL A | Added | 676,000 | US$57.38M | 6.35% |
| UHSUNIVERSAL HLTH SVCS INCCL B | Added | 379,993 | US$56.5M | 6.26% |
| CITHE CIGNA GROUPCOM | Added | 203,000 | US$55.96M | 6.20% |
| KSPIKASPI KZ JSCSPONSORED ADS | Unchanged | 620,000 | US$53.72M | 5.95% |
| HRBBLOCK H & R INCCOM | Unchanged | 1,400,000 | US$53.31M | 5.90% |
| FDSFACTSET RESH SYS INCCOM | Added | 223,991 | US$51.54M | 5.71% |
| VIPSVIPSHOP HLDGS LTDSPONSORED ADS A | New | 3,850,000 | US$51.05M | 5.65% |
| SBHSALLY BEAUTY HLDGS INCCOM | Added | 2,995,854 | US$42.36M | 4.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.