FARLEY CAPITAL L.P.

Est. AUM

$123.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL C	$36.4M	126897	29.52%	SOLE
2	MASTERCARD INC	CL A	$31.1M	62227	25.21%	SOLE
3	MICROSOFT CORP	COM	$19.5M	52550	15.77%	SOLE
4	FIRST SOLAR INC	COM	$10.3M	52285	8.36%	SOLE
5	META PLATFORMS INC	CL A	$5.6M	9753	4.52%	SOLE
6	COVISTA INC	COM	$4.3M	37256	3.48%	SOLE
7	ALPHABET INC	CAP STK CL A	$3.8M	13134	3.06%	SOLE
8	ISHARES TR	CALL	$2.7M	74000	2.15%	SOLE
9	WORKDAY INC	CALL	$2.0M	15100	1.59%	SOLE
10	ISHARES TR	MSCI CHINA ETF	$1.9M	34220	1.56%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B	$1.4M	2894	1.12%	SOLE
12	WORKDAY INC	CL A	$1.2M	9400	0.99%	SOLE
13	EXPEDIA GROUP INC	COM NEW	$1.0M	4350	0.81%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.58%	SOLE
15	SONY GROUP CORP	SPONSORED ADS	$670K	32350	0.54%	SOLE
16	OCCIDENTAL PETE CORP	COM	$454K	6988	0.37%	SOLE
17	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$269K	1587	0.22%	SOLE
18	BLUE FOUNDRY BANCORP	COM	$149K	11263	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.