Ranmore Fund Management Ltd

CIK 0002055400 · COBHAM, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Ranmore Fund Management Ltd reported 23 positions worth $903.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: CMCSA (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$903.0M
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
2026 Q2
10 / 23 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CMCSACOMCAST CORP NEWSH$61.0M6.75%2,483,669
2EXPEEXPEDIA GROUP INCSH$58.2M6.45%227,558
3GDDYGODADDY INCSH$57.4M6.35%676,000
4UHSUNIVERSAL HLTH SVCS INCSH$56.5M6.26%379,993
5CITHE CIGNA GROUPSH$56.0M6.20%203,000
6KSPIKASPI KZ JSCSH$53.7M5.95%620,000
7HRBBLOCK H & R INCSH$53.3M5.90%1,400,000
8FDSFACTSET RESH SYS INCSH$51.5M5.71%223,991
9VIPSVIPSHOP HLDGS LTDSH$51.1M5.65%3,850,000
10SBHSALLY BEAUTY HLDGS INCSH$42.4M4.69%2,995,854

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Ranmore Fund Management Ltd hold as of Q2 2026?

Ranmore Fund Management Ltd reported 23 positions worth $903.0M in its Q2 2026 13F filing. Largest positions: CMCSA (6.8%), EXPE (6.4%), GDDY (6.4%), UHS (6.3%) and CI (6.2%).

What did Ranmore Fund Management Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Ranmore Fund Management Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.