Ranmore Fund Management Ltd holds a focused book of 23 stocks worth $903.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Vipshop Holdings Ltd - ADR and trimmed LKQ Corp. Their largest long position is Comcast Corp-Class A at 7% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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, no cost basis
Other tracked managers holding the same core names as Ranmore Fund Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 45 / 23 | $557.2B |
| STATE STREET CORP | 45 / 23 | $319.4B |
| FMR LLC | 45 / 23 | $223.6B |
| MORGAN STANLEY | 45 / 23 | $124.6B |
| JPMORGAN CHASE & CO | 45 / 23 | $115.0B |
| GOLDMAN SACHS GROUP INC | 45 / 23 | $63.5B |
| ROYAL BANK OF CANADA | 45 / 23 | $33.7B |
| UBS Group AG | 45 / 23 | $32.2B |
Ranked by how many of Ranmore Fund Management Ltd's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Comcast Corp New CL A | $61.0M | 2.48M | 6.8% | ▲+39% Added · +700K sh | |
| 2 | Expedia Group Inc COM NEW | $58.2M | 227.6K | 6.4% | ▲+75% Added · +98K sh | |
| 3 | Godaddy Inc CL A | $57.4M | 676.0K | 6.4% | ▲+57% Added · +246K sh | |
| 4 | Universal HLTH Svcs Inc CL B | $56.5M | 380.0K | 6.3% | ▲+46% Added · +120K sh | |
| 5 | The Cigna Group COM | $56.0M | 203.0K | 6.2% | ▲+16% Added · +28K sh | |
| 6 | Kaspi KZ JSC SPONSORED ADS | $53.7M | 620.0K | 5.9% | —Held | |
| 7 | Block H & R Inc COM | $53.3M | 1.40M | 5.9% | —Held | |
| 8 | Factset Resh Sys Inc COM | $51.5M | 224.0K | 5.7% | ▲+20% Added · +38K sh | |
| 9 | Vipshop Hldgs Ltd SPONSORED ADS A | $51.1M | 3.85M | 5.7% | ▲New New position | |
| 10 | Sally Beauty Hldgs Inc COM | $42.4M | 3.00M | 4.7% | ▲+23% Added · +568K sh | |
| 11 | Adobe Inc COM | $40.0M | 195.0K | 4.4% | ▲+95% Added · +95K sh | |
| 12 | Intuit COM | $39.1M | 150.0K | 4.3% | ▲New New position | |
| 13 | Zoetis Inc CL A | $38.8M | 540.0K | 4.3% | ▲New New position | |
| 14 | Match Group Inc New COM | $38.1M | 1.00M | 4.2% | —Held | |
| 15 | Molson Coors Beverage Co CL B | $35.1M | 900.0K | 3.9% | —Held | |
| 16 | Meta Platforms Inc CL A | $33.8M | 60.0K | 3.7% | ▲New New position | |
| 17 | Dentsply Sirona Inc COM | $27.6M | 2.60M | 3.1% | ▲New New position | |
| 18 | Tencent Music Entmt Group SPON ADS | $27.2M | 3.26M | 3.0% | ▲New New position | |
| 19 | PDD Holdings Inc SPONSORED ADS | $22.9M | 300.0K | 2.5% | ▲New New position | |
| 20 | Regeneron Pharmaceuticals COM | $18.7M | 30.0K | 2.1% | ▲New New position | |
| 21 | Snap Inc CL A | $17.8M | 4.00M | 2.0% | ▲New New position | |
| 22 | LKQ Corp COM | $13.6M | 516.7K | 1.5% | ▼−66% Reduced · −1.0M sh | |
| 23 | Gravity Co Ltd SPONSORED ADS NE | $9.4M | 139.7K | 1.0% | —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/2055400/holdings"
Use Arkolith to show Ranmore Fund Management Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 23 | $903.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 20 | $757.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 18 | $582.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 14 | $369.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 14 | $250.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 15 | $167.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 14 | $107.9M | 13F-HR |
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.