Farley Capital L.P. holds a concentrated book of 15 stocks worth $127.4M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 30% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Farley Capital L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 11 / 15 | $268.7B |
| Pangea Capital Gestao de Recursos Ltda. | 3 / 15 | $113.5M |
| Hikari Tsushin, Inc. | 4 / 15 | $1.1B |
| Armstrong Henry H Associates Inc | 6 / 15 | $669.9M |
| Li Lu | 3 / 15 | $2.3B |
| Daniel Investment Group, Inc. | 6 / 15 | $104.7M |
| Founders Capital Management, LLC | 7 / 15 | $365.3M |
| Ardent Capital Management, Inc. | 4 / 15 | $128.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Farley Capital L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $38.1M | 107.8K | 29.9% | ▼−15% Reduced · −19K sh | |
| 2 | Mastercard Inc CL A | $32.0M | 62.2K | 25.1% | —Held | |
| 3 | Microsoft Corp COM | $19.6M | 52.6K | 15.4% | ▲~0% Added · +16 sh | |
| 4 | First Solar Inc COM | $12.3M | 52.3K | 9.7% | —Held | |
| 5 | Meta Platforms Inc CL A | $5.5M | 9.8K | 4.3% | —Held | |
| 6 | Covista Inc COM | $4.6M | 37.3K | 3.6% | —Held | |
| 7 | Alphabet Inc CAP STK CL A | $3.3M | 9.2K | 2.6% | ▼−30% Reduced · −4K sh | |
| 8 | Workday Inc CL A | $2.7M | 22.4K | 2.2% | ▲+138% Added · +13K sh | |
| 9 | Ishares TR CALL | $2.3M | 74.0K | 1.8% | —Held | |
| 10 | Workday Inc CALL | $1.8M | 15.1K | 1.5% | —Held | |
| 11 | Ishares TR MSCI CHINA ETF | $1.7M | 34.2K | 1.4% | —Held | |
| 12 | Berkshire Hathaway Inc Del CL B | $1.4M | 2.9K | 1.1% | —Held | |
| 13 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.6% | —Held | |
| 14 | Sony Group Corp SPONSORED ADS | $649K | 32.4K | 0.5% | —Held | |
| 15 | Occidental Pete Corp COM | $454K | 7.0K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1479465/holdings"
Use Arkolith to show FARLEY CAPITAL L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.