Ranmore Fund Management Ltd
Net buyer this quarter
$903M
23
+$126M
59.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CMCSA | $61M | 6.75% | 0.06% | +39.2% | Q4 2025 |
 EXPE | $58.2M | 6.45% | 0.20% | +75.0% | Q2 2025 |
 GDDY | $57.4M | 6.35% | 0.53% | +57.2% | Q1 2026 |
 UHS | $56.5M | 6.26% | Not reported | +46.2% | Q1 2025 |
 CI | $56M | 6.20% | 0.08% | +16.0% | Q1 2026 |
 KSPI | $53.7M | 5.95% | 0.33% | Not reported | Q4 2025 |
 HRB | $53.3M | 5.90% | 1.10% | Not reported | Q4 2025 |
 FDS | $51.5M | 5.71% | 0.63% | +20.4% | Q1 2026 |
 VIPS | $51.1M | 5.65% | 0.34% | New | Q2 2026 |
 SBH | $42.4M | 4.69% | 3.18% | +23.4% | Q4 2024 |
 ADBE | $40M | 4.43% | 0.05% | +95.0% | Q1 2026 |
 INTU | $39.2M | 4.34% | 0.05% | New | Q2 2026 |
 ZTS | $38.8M | 4.30% | 0.13% | New | Q2 2026 |
 MTCH | $38.1M | 4.21% | 0.44% | Not reported | Q1 2026 |
 TAP | $35.1M | 3.88% | Not reported | Not reported | Q4 2024 |
 META | $33.8M | 3.74% | Not reported | New | Q2 2026 |
 XRAY | $27.6M | 3.05% | 1.31% | New | Q2 2026 |
 TME | $27.2M | 3.01% | 0.10% | New | Q2 2026 |
 PDD | $22.9M | 2.53% | 0.01% | New | Q2 2026 |
 REGN | $18.7M | 2.07% | 0.03% | New | Q2 2026 |
 SNAP | $17.8M | 1.97% | 0.23% | New | Q2 2026 |
 LKQ | $13.6M | 1.51% | 0.20% | -65.9% | Q4 2025 |
 GRVY | $9.38M | 1.04% | 2.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
 VSNT | $62.7M | 8.29% | Not reported | New | Q1 2026 |
| CMCSA | $51.2M | 6.76% | 0.04% | +9.9% | Q4 2025 |
| CI | $46.7M | 6.17% | 0.07% | New | Q1 2026 |
| UHS | $46.5M | 6.15% | Not reported | +28.7% | Q1 2025 |
| KSPI | $45.9M | 6.07% | 0.33% | +37.0% | Q4 2025 |
| LKQ | $44.5M | 5.88% | 0.59% | +14.9% | Q4 2025 |
| HRB | $44.4M | 5.87% | 1.10% | +47.7% | Q4 2025 |
 WU | $43.7M | 5.77% | 1.60% | +19.1% | Q3 2025 |
 TNL | $40.9M | 5.40% | 0.95% | Not reported | Q4 2024 |
 MSFT | $40.7M | 5.38% | 0.00% | New | Q1 2026 |
| FDS | $40.4M | 5.33% | 0.51% | New | Q1 2026 |
 ELV | $40M | 5.28% | 0.06% | +20.9% | Q2 2025 |
| TAP | $38.8M | 5.12% | Not reported | +9.0% | Q4 2024 |
| GDDY | $35.5M | 4.70% | 0.32% | New | Q1 2026 |
| SBH | $33.6M | 4.44% | 2.53% | +0.5% | Q4 2024 |
| MTCH | $30.7M | 4.06% | 0.43% | New | Q1 2026 |
| EXPE | $30M | 3.97% | 0.11% | +160.0% | Q2 2025 |
| ADBE | $24.3M | 3.21% | 0.02% | New | Q1 2026 |
| GRVY | $8.66M | 1.14% | 2.01% | Not reported | Q4 2024 |
 DVA | $7.68M | 1.02% | 0.07% | New | Q1 2026 |
| Q4 2025 | |||||
| CMCSA | $48.5M | 8.33% | 0.04% | New | Q4 2025 |
 PBR.A | $44.9M | 7.70% | Not reported | +42.1% | Q4 2024 |
| UHS | $44M | 7.56% | Not reported | +31.2% | Q1 2025 |
 MAT | $43.6M | 7.49% | 0.71% | +4.8% | Q4 2024 |
| TNL | $41.7M | 7.15% | 0.92% | +18.6% | Q4 2024 |
| HRB | $41.3M | 7.09% | 0.75% | New | Q4 2025 |
| LKQ | $39.9M | 6.84% | 0.52% | New | Q4 2025 |
| ELV | $39.6M | 6.80% | 0.05% | +20.2% | Q2 2025 |
| WU | $39.1M | 6.71% | 1.33% | +31.3% | Q3 2025 |
| TAP | $38.6M | 6.62% | Not reported | +25.2% | Q4 2024 |
| KSPI | $35.4M | 6.07% | 0.24% | New | Q4 2025 |
| SBH | $34.4M | 5.91% | 2.48% | +9.8% | Q4 2024 |
 CNC | $33.5M | 5.75% | 0.17% | Not reported | Q3 2025 |
 QCOM | $30.8M | 5.28% | 0.02% | Not reported | Q3 2025 |
| EXPE | $14.2M | 2.43% | 0.04% | -67.5% | Q2 2025 |
| GRVY | $8.09M | 1.39% | 2.01% | +55.7% | Q4 2024 |
 UNH | $3.3M | 0.57% | 0.00% | -71.4% | Q2 2025 |
 KB | $1.85M | 0.32% | 0.01% | -78.5% | Q1 2025 |
| Q3 2025 | |||||
| SBH | $35.8M | 9.70% | 2.25% | +0.2% | Q4 2024 |
| MAT | $35.3M | 9.57% | 0.65% | +80.2% | Q4 2024 |
| PBR.A | $33.1M | 8.96% | Not reported | +38.3% | Q4 2024 |
| EXPE | $32.9M | 8.92% | 0.13% | +35.1% | Q2 2025 |
| UHS | $31.5M | 8.53% | Not reported | Not reported | Q1 2025 |
| ELV | $30.4M | 8.23% | 0.04% | +88.0% | Q2 2025 |
| QCOM | $29.9M | 8.11% | 0.02% | New | Q3 2025 |
| TAP | $29.9M | 8.09% | Not reported | +58.9% | Q4 2024 |
| TNL | $29.6M | 8.02% | 0.77% | +15.0% | Q4 2024 |
| CNC | $29M | 7.87% | 0.17% | New | Q3 2025 |
| WU | $25.6M | 6.93% | 1.00% | New | Q3 2025 |
| UNH | $12.1M | 3.27% | 0.00% | -20.5% | Q2 2025 |
| KB | $8.29M | 2.25% | 0.03% | -60.9% | Q1 2025 |
| GRVY | $5.74M | 1.56% | 1.29% | Not reported | Q4 2024 |