FARLEY CAPITAL L.P.

NEW YORK, NY · CIK 1479465 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityFARLEY CAPITAL L.P. (US)

Kindhedge funds
Others nearbyNew York, NY, Portsmouth, NH
FamilyFARLEY CAPITAL L.P. · 2 related pages

$123.2m reported value +3.8% vs Q1 2026

13positions

98.5%in top 10

0 new 2 added 2 reduced 3 sold out vs Q1 2026

Options: 2 call positions ($4.2m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	107,827	$38.1m30.92%	30.92%	Reduced -19.1k	-19,070 -15.0%
2	MASTERCARD INCORPORATED CL A MA	MA	62,227	$32.0m25.94%	25.94%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	52,566	$19.6m15.91%	15.91%	Added +16	+16 0.0%
4	FIRST SOLAR INC COM FSLR	FSLR	52,285	$12.3m10.01%	10.01%	Unchanged
5	META PLATFORMS INC CL A META	META	9,753	$5.5m4.46%	4.46%	Unchanged
6	ADTALEM GLOBAL ED INC COM CVSA	CVSA	37,256	$4.6m3.77%	3.77%	Unchanged
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,181	$3.3m2.66%	2.66%	Reduced -4.0k	-3,953 -30.1%
8	WORKDAY INC CL A WDAY	WDAY	22,400	$2.7m2.23%	2.23%	Added +13.0k	+13,000 138.3%
9	ISHARES TR MSCI CHINA ETF MCHI	MCHI	34,220	$1.7m1.42%	1.42%	Unchanged
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,894	$1.4m1.18%	1.18%	Unchanged
11	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.61%	0.61%	Unchanged
12	SONY GROUP CORP SPONSORED ADR SONY	SONY	32,350	$648.9k0.53%	0.53%	Unchanged
13	OCCIDENTAL PETE CORP COM OXY	OXY	6,988	$454.2k0.37%	0.37%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXPEDIA GROUP INC EXPE	EXPE	4,350	$1.0m4.3k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,587	$269.1k1.6k shares
BLUE FOUNDRY BANCORP BLFY	BLFY	11,263	$149.1k11.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR IJR · Call	IJR	Call	74,000	$2.3m74.0k shares	Unchanged
WORKDAY INC WDAY · Call	WDAY	Call	15,100	$1.8m15.1k shares	Unchanged