Holders — by stockHoldings — by fund
Ranmore Fund Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002055400
$903.0M
disclosed book value
23
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 2.5M | $61.0M | 6.8% |
| 2 | EXPEEXPEDIA GROUP INC | 227,558 | $58.2M | 6.4% |
| 3 | GDDYGODADDY INC | 676,000 | $57.4M | 6.4% |
| 4 | UHSUNIVERSAL HLTH SVCS INC | 379,993 | $56.5M | 6.3% |
| 5 | CITHE CIGNA GROUP | 203,000 | $56.0M | 6.2% |
| 6 | KSPIKASPI KZ JSC | 620,000 | $53.7M | 5.9% |
| 7 | HRBBLOCK H & R INC | 1.4M | $53.3M | 5.9% |
| 8 | FDSFACTSET RESH SYS INC | 223,991 | $51.5M | 5.7% |
| 9 | VIPSVIPSHOP HLDGS LTD | 3.9M | $51.1M | 5.7% |
| 10 | SBHSALLY BEAUTY HLDGS INC | 3.0M | $42.4M | 4.7% |
| 11 | ADBEADOBE INC | 195,000 | $40.0M | 4.4% |
| 12 | INTUINTUIT | 150,000 | $39.1M | 4.3% |
| 13 | ZTSZOETIS INC | 540,000 | $38.8M | 4.3% |
| 14 | MTCHMATCH GROUP INC NEW | 1.0M | $38.1M | 4.2% |
| 15 | TAPMOLSON COORS BEVERAGE CO | 900,000 | $35.1M | 3.9% |
| 16 | METAMETA PLATFORMS INC | 60,000 | $33.8M | 3.7% |
| 17 | XRAYDENTSPLY SIRONA INC | 2.6M | $27.6M | 3.1% |
| 18 | TMETENCENT MUSIC ENTMT GROUP | 3.3M | $27.2M | 3% |
| 19 | PDDPDD HOLDINGS INC | 300,000 | $22.9M | 2.5% |
| 20 | REGNREGENERON PHARMACEUTICALS | 30,000 | $18.7M | 2.1% |
| 21 | SNAPSNAP INC | 4.0M | $17.8M | 2% |
| 22 | LKQLKQ CORP | 516,724 | $13.6M | 1.5% |
| 23 | GRVYGRAVITY CO LTD | 139,744 | $9.4M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.