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Ranmore Fund Management Ltd
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $900,605,810
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- THE CIGNA GROUP · COM · 125523100 · shares: $63,336,390
- GODADDY INC · CL A · 380237107 · shares: $62,081,500
- UNIVERSAL HLTH SVCS INC · CL B · 913903100 · shares: $60,119,700
- CONSTELLATION BRANDS INC · CL A · 21036P108 · shares: $55,399,400
- VIPSHOP HLDGS LTD · SPONSORED ADS A · 92763W103 · shares: $51,916,500
- SALLY BEAUTY HLDGS INC · COM · 79546E104 · shares: $51,739,420
- INTUIT · COM · 461202103 · shares: $49,627,800
- ADOBE INC · COM · 00724F101 · shares: $47,988,000
- META PLATFORMS INC · CL A · 30303M102 · shares: $47,136,700
- BLOCK H & R INC · COM · 093671105 · shares: $43,945,327
Reported holdings
26 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| THE CIGNA GROUP | COM | 125523100 | — | 233,000 shares | $63,336,390 |
| GODADDY INC | CL A | 380237107 | — | 650,000 shares | $62,081,500 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 345,000 shares | $60,119,700 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 490,000 shares | $55,399,400 |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | — | 4,150,000 shares | $51,916,500 |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | — | 3,151,000 shares | $51,739,420 |
| INTUIT | COM | 461202103 | — | 180,000 shares | $49,627,800 |
| ADOBE INC | COM | 00724F101 | — | 200,000 shares | $47,988,000 |
| META PLATFORMS INC | CL A | 30303M102 | — | 65,000 shares | $47,136,700 |
| BLOCK H & R INC | COM | 093671105 | — | 1,075,773 shares | $43,945,327 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 1,650,000 shares | $35,904,000 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 435,000 shares | $33,990,900 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 200,000 shares | $32,582,000 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | — | 1,090,000 shares | $32,274,900 |
| LENNAR CORP | CL A | 526057104 | — | 384,850 shares | $31,399,912 |
| MATCH GROUP INC NEW | COM | 57667L107 | — | 700,007 shares | $28,105,281 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | — | 360,000 shares | $28,058,400 |
| SNAP INC | CL A | 83304A106 | — | 4,800,000 shares | $25,920,000 |
| DENTSPLY SIRONA INC | COM | 24906P109 | — | 2,800,000 shares | $24,808,000 |
| TIM S A | SPONSORED ADR | 88706T108 | — | 1,076,433 shares | $19,214,329 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | — | 200,000 shares | $18,812,000 |
| MAXIMUS INC | COM | 577933104 | — | 291,208 shares | $15,489,354 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 55,000 shares | $14,484,800 |
| AMDOCS LTD | SHS | G02602103 | — | 200,000 shares | $11,436,000 |
| GRAVITY CO LTD | SPONSORED ADS NE | 38911N206 | — | 113,464 shares | $7,578,261 |
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | 204429104 | — | 645,061 shares | $7,256,936 |