Arkolith/Funds/Farringdon Capital, Ltd.

Farringdon Capital, Ltd.

CIK 1750980
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Farringdon Capital, Ltd. holds a diversified book of 184 stocks worth $201.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Lloyds Banking Group PLC-ADR and trimmed Broadcom Inc. Their largest long position is Ishares Bitcoin Trust ETF at 6% of the equity book.

Opened
98
bought for the first time
Added to
26
already held, bought more
Trimmed
58
sold some, still holds it
Sold out
273
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
39%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

91% mapped to company sectors

Financials
47%
Information Technology
13%
ETF / fund or unclassified
9%
Industrials
6%
Health Care
5%
Energy
4%
Consumer Discretionary
4%
Communication Services
4%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Farringdon Capital, Ltd.

Manager / fundShared namesTheir $ in those
Evelyn Partners Group Ltd34 / 80$42.8B
Avenir Tech Ltd8 / 80$713.4M
Hoey Investments, Inc28 / 80$518.0M
Summa Corp.9 / 80$197.1M
Ketron Financial11 / 80$194.6M
Private Capital Advisors, Inc.10 / 80$585.6M
V. M. Manning & Co., Inc.9 / 80$55.5M
Integrated Financial Solutions, Inc.8 / 80$87.8M

Ranked by the share of each fund's own book sitting in the names it shares with Farringdon Capital, Ltd.: 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

184 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Bitcoin Trust ETF
SHS BEN INT
$11.6M349.5K
5.8%
+14%
Added · +43K sh
2Ishares TR
TRUST ISHARE 0-1
$10.5M95.1K
5.2%
Held
3Lloyds Banking Group PLC
SPONSORED ADR
$10.5M1.80M
5.2%
New
New position
4Natwest Group PLC
SPONS ADR
$9.2M523.9K
4.6%
16×
Added · +492K sh
5Ishares Ethereum TR
SHS
$8.6M719.6K
4.2%
+27%
Added · +151K sh
6Barclays PLC
ADR
$6.7M251.2K
3.3%
+756%
Added · +222K sh
7Broadcom Inc
COM
$5.9M15.5K
2.9%
−26%
Reduced · −6K sh
8Alphabet Inc
CAP STK CL C
$5.1M14.3K
2.5%
−19%
Reduced · −3K sh
9Ark 21SHARES Bitcoin ETF
SHS BEN INT
$5.0M255.4K
2.5%
+15%
Added · +33K sh
10Bitwise Bitcoin ETF TR
SHS BEN INT
$4.9M155.4K
2.5%
+14%
Added · +20K sh
11Invesco Galaxy Bitcoin ETF
COM SHS BEN INT
$4.9M84.6K
2.4%
+14%
Added · +11K sh
12Vaneck Bitcoin ETF
SH BEN INT
$4.9M296.4K
2.4%
+14%
Added · +36K sh
13GSK PLC
SPONSORED ADR
$4.1M78.7K
2.0%
+13%
Added · +9K sh
14S&P Global Inc
COM
$3.8M9.3K
1.9%
New
New position
15Petroleo Brasileiro S A
SPONSORED ADR
$3.5M217.4K
1.7%
New
New position
16Sprott Asset Management LP
PHYSICAL GOLD TR
$3.3M110.7K
1.7%
+232%
Added · +77K sh
17Advanced Micro Devices Inc
COM
$3.2M5.5K
1.6%
−70%
Reduced · −13K sh
18Amazon Com Inc
COM
$3.2M13.5K
1.6%
−53%
Reduced · −15K sh
19Nvidia Corporation
COM
$3.1M15.4K
1.5%
−32%
Reduced · −7K sh
20Eli Lilly & Co
COM
$3.1M2.5K
1.5%
+36%
Added · +672 sh
21Meta Platforms Inc
CL A
$3.0M5.4K
1.5%
+36%
Added · +1K sh
22Liberty Global Ltd
COM CL C
$3.0M275.3K
1.5%
+35%
Added · +71K sh
23Fidelity Wise Origin Bitcoin
SHS
$3.0M58.8K
1.5%
+16%
Added · +8K sh
24Strategy Inc
CL A NEW
$2.9M33.6K
1.4%
+17%
Added · +5K sh
25Volatility SHS TR
XRP ETF
$2.8M489.3K
1.4%
+25%
Added · +97K sh
26Coinbase Global Inc
COM CL A
$2.8M19.2K
1.4%
+15%
Added · +2K sh
27Mastercard Incorporated
CL A
$2.8M5.4K
1.4%
New
New position
28Zillow Group Inc
CL A
$2.6M81.7K
1.3%
New
New position
29Berkshire Hathaway Inc Del
CL B NEW
$2.3M4.6K
1.2%
−45%
Reduced · −4K sh
30British Amern Tob PLC
SPONSORED ADR
$1.9M30.2K
0.9%
New
New position
31Shell PLC
SPON ADS
$1.8M23.8K
0.9%
−60%
Reduced · −36K sh
32Heico Corp New
CL A
$1.8M6.9K
0.9%
New
New position
33Diageo PLC
SPON ADR NEW
$1.7M21.2K
0.8%
+73%
Added · +9K sh
34Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$1.4M30.5K
0.7%
+14%
Added · +4K sh
35Diversified Energy Co
COMMON STOCK
$1.3M94.1K
0.6%
Held
36Coinshares Bitcoin ETF
COM
$1.2M72.5K
0.6%
+15%
Added · +10K sh
37News Corp New
CL B
$1.2M42.1K
0.6%
New
New position
38HSBC Hldgs PLC
SPON ADR NEW
$1.2M12.4K
0.6%
+173%
Added · +8K sh
39Rio Tinto PLC
SPONSORED ADR
$1.2M12.3K
0.6%
New
New position
40Central Garden & Pet Co
CL A NON-VTG
$938K24.2K
0.5%
−22%
Reduced · −7K sh
41Wise Group PLC
ORD SHS CLASS A
$928K77.9K
0.5%
New
New position
42AstraZeneca PLC
ORD
$852K4.5K
0.4%
+10%
Added · +411 sh
43U Haul Holding Company
COM SER N
$852K14.8K
0.4%
New
New position
44Liberty Latin America Ltd
COM CL C
$747K95.9K
0.4%
New
New position
45Under Armour Inc
CL C
$736K118.3K
0.4%
New
New position
46Pearson PLC
SPONSORED ADR
$719K45.3K
0.4%
+17%
Added · +7K sh
47BP PLC
SPONSORED ADR
$686K18.6K
0.3%
New
New position
48Medtronic PLC
SHS
$650K8.3K
0.3%
New
New position
49Sap SE
SPON ADR
$612K4.0K
0.3%
New
New position
50Chevron Corporation
COM
$600K3.6K
0.3%
−78%
Reduced · −13K sh
Showing 50 of 184 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026184$201.8M13F-HR
Q1 2026Mar 31, 2026May 15, 2026359$456.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026415$407.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025430$393.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025421$297.5M13F-HR

Data source

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.