RANMORE FUND MANAGEMENT LTD

PrivateCIK: 2055400
Location

COBHAM, X0

📋 What this filing means

RANMORE FUND MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $903.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

23
Positions
$903.02M
Total AUM (reported)
26.75M
Total Shares

Allocation by class

TOTAL AUM$903.02M23 positions
COM$380.25M42.1%
CL A$208.71M23.1%
CL B$91.57M10.1%
SPONSORED ADS$76.60M8.5%
COM NEW$58.23M6.4%
SPONSORED ADS A$51.05M5.7%
SPON ADS$27.22M3.0%

Portfolio Concentration

Top 319.6%4–1040.4%11–2540.1%TOP 1059.9%0%100%
Top 3$176.58M19.6%
4–10$364.44M40.4%
11–25$361.99M40.1%

Top 3 weight

19.6%

Top 10 weight

59.9%

Voting Authority Distribution

Total shares with voting rights: 26.75M

Sole

Full voting authority

26.75M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:

COMCAST CORP NEW

SOLE
CL A
Shares2.48M
TypeSH
Market value$60.97M
6.75%
Sole
2.48M
Shared
0.00
None
0.00

EXPEDIA GROUP INC

SOLE
COM NEW
Shares227.56K
TypeSH
Market value$58.23M
6.45%
Sole
227.56K
Shared
0.00
None
0.00

GODADDY INC

SOLE
CL A
Shares676K
TypeSH
Market value$57.38M
6.35%
Sole
676K
Shared
0.00
None
0.00

UNIVERSAL HLTH SVCS INC

SOLE
CL B
Shares379.99K
TypeSH
Market value$56.50M
6.26%
Sole
379.99K
Shared
0.00
None
0.00

THE CIGNA GROUP

SOLE
COM
Shares203K
TypeSH
Market value$55.96M
6.20%
Sole
203K
Shared
0.00
None
0.00

KASPI KZ JSC

SOLE
SPONSORED ADS
Shares620K
TypeSH
Market value$53.72M
5.95%
Sole
620K
Shared
0.00
None
0.00

BLOCK H & R INC

SOLE
COM
Shares1.40M
TypeSH
Market value$53.31M
5.90%
Sole
1.40M
Shared
0.00
None
0.00

FACTSET RESH SYS INC

SOLE
COM
Shares223.99K
TypeSH
Market value$51.54M
5.71%
Sole
223.99K
Shared
0.00
None
0.00

VIPSHOP HLDGS LTD

SOLE
SPONSORED ADS A
Shares3.85M
TypeSH
Market value$51.05M
5.65%
Sole
3.85M
Shared
0.00
None
0.00

SALLY BEAUTY HLDGS INC

SOLE
COM
Shares3M
TypeSH
Market value$42.36M
4.69%
Sole
3M
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares195K
TypeSH
Market value$39.98M
4.43%
Sole
195K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares150K
TypeSH
Market value$39.15M
4.34%
Sole
150K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares540K
TypeSH
Market value$38.80M
4.30%
Sole
540K
Shared
0.00
None
0.00

MATCH GROUP INC NEW

SOLE
COM
Shares1M
TypeSH
Market value$38.05M
4.21%
Sole
1M
Shared
0.00
None
0.00

MOLSON COORS BEVERAGE CO

SOLE
CL B
Shares900K
TypeSH
Market value$35.06M
3.88%
Sole
900K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares60K
TypeSH
Market value$33.80M
3.74%
Sole
60K
Shared
0.00
None
0.00

DENTSPLY SIRONA INC

SOLE
COM
Shares2.60M
TypeSH
Market value$27.59M
3.05%
Sole
2.60M
Shared
0.00
None
0.00

TENCENT MUSIC ENTMT GROUP

SOLE
SPON ADS
Shares3.26M
TypeSH
Market value$27.22M
3.01%
Sole
3.26M
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares300K
TypeSH
Market value$22.88M
2.53%
Sole
300K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares30K
TypeSH
Market value$18.71M
2.07%
Sole
30K
Shared
0.00
None
0.00

SNAP INC

SOLE
CL A
Shares4M
TypeSH
Market value$17.76M
1.97%
Sole
4M
Shared
0.00
None
0.00

LKQ CORP

SOLE
COM
Shares516.72K
TypeSH
Market value$13.61M
1.51%
Sole
516.72K
Shared
0.00
None
0.00

GRAVITY CO LTD

SOLE
SPONSORED ADS NE
Shares139.74K
TypeSH
Market value$9.38M
1.04%
Sole
139.74K
Shared
0.00
None
0.00