Ranmore Fund Management Ltd 13F holdings
Ranmore Fund Management Ltd reported 23 positions with a total reported value of $903.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: CMCSA COMCAST CORP NEW (6.8%), EXPE EXPEDIA GROUP INC (6.4%), GDDY GODADDY INC (6.4%), UNIVERSAL HLTH SVCS INC (6.3%), CI THE CIGNA GROUP (6.2%). Against 2026-03-31 it opened 9 new positions and exited 6. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Ranmore Fund Management Ltd files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
23 largest of 23 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CMCSA COMCAST CORP NEW | 2,483,669 | $61.0M | 6.8% |
| EXPE EXPEDIA GROUP INC | 227,558 | $58.2M | 6.4% |
| GDDY GODADDY INC | 676,000 | $57.4M | 6.4% |
| UNIVERSAL HLTH SVCS INC | 379,993 | $56.5M | 6.3% |
| CI THE CIGNA GROUP | 203,000 | $56.0M | 6.2% |
| KASPI KZ JSC | 620,000 | $53.7M | 5.9% |
| HRB BLOCK H & R INC | 1,400,000 | $53.3M | 5.9% |
| FACTSET RESH SYS INC | 223,991 | $51.5M | 5.7% |
| VIPS VIPSHOP HLDGS LTD | 3,850,000 | $51.1M | 5.7% |
| SBH SALLY BEAUTY HLDGS INC | 2,995,854 | $42.4M | 4.7% |
| ADBE ADOBE INC | 195,000 | $40.0M | 4.4% |
| INTU INTUIT | 150,000 | $39.1M | 4.3% |
| ZTS ZOETIS INC | 540,000 | $38.8M | 4.3% |
| MTCH MATCH GROUP INC NEW | 1,000,007 | $38.1M | 4.2% |
| TAP MOLSON COORS BEVERAGE CO | 900,000 | $35.1M | 3.9% |
| META META PLATFORMS INC | 60,000 | $33.8M | 3.7% |
| XRAY DENTSPLY SIRONA INC | 2,600,000 | $27.6M | 3.1% |
| TME TENCENT MUSIC ENTMT GROUP | 3,260,259 | $27.2M | 3.0% |
| PDD PDD HOLDINGS INC | 300,000 | $22.9M | 2.5% |
| REGN REGENERON PHARMACEUTICALS | 30,000 | $18.7M | 2.1% |
| SNAP SNAP INC | 4,000,000 | $17.8M | 2.0% |
| LKQ LKQ CORP | 516,724 | $13.6M | 1.5% |
| GRVY GRAVITY CO LTD | 139,744 | $9.4M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VIPS VIPSHOP HLDGS LTD | 3,850,000 | $51.1M | 5.7% |
| INTU INTUIT | 150,000 | $39.1M | 4.3% |
| ZTS ZOETIS INC | 540,000 | $38.8M | 4.3% |
| META META PLATFORMS INC | 60,000 | $33.8M | 3.7% |
| XRAY DENTSPLY SIRONA INC | 2,600,000 | $27.6M | 3.1% |
| TME TENCENT MUSIC ENTMT GROUP | 3,260,259 | $27.2M | 3.0% |
| PDD PDD HOLDINGS INC | 300,000 | $22.9M | 2.5% |
| REGN REGENERON PHARMACEUTICALS | 30,000 | $18.7M | 2.1% |
| SNAP SNAP INC | 4,000,000 | $17.8M | 2.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 6 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EXPE EXPEDIA GROUP INC | 130,000 | 227,558 | +75.0% | $58.2M |
| GDDY GODADDY INC | 430,000 | 676,000 | +57.2% | $57.4M |
| ADBE ADOBE INC | 100,000 | 195,000 | +95.0% | $40.0M |
| UNIVERSAL HLTH SVCS INC | 260,000 | 379,993 | +46.2% | $56.5M |
| CMCSA COMCAST CORP NEW | 1,783,669 | 2,483,669 | +39.2% | $61.0M |
| FACTSET RESH SYS INC | 185,991 | 223,991 | +20.4% | $51.5M |
| SBH SALLY BEAUTY HLDGS INC | 2,427,587 | 2,995,854 | +23.4% | $42.4M |
| CI THE CIGNA GROUP | 175,000 | 203,000 | +16.0% | $56.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LKQ LKQ CORP | 1,516,724 | 516,724 | -65.9% | $13.6M |
CIK 2055400 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
