Farringdon Capital, Ltd. — 13F Holdings & Portfolio

CIK 1750980 · latest 13F-HR filed 2026-05-15

Farringdon Capital, Ltd. manages $456.5M in 13F-reported U.S. long-equity assets across 359 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IBIT (2.58%), SPY (2.30%), SHV (2.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 207 new positions, exited 263, added to 73, and trimmed 61.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$456.5M

Long-equity book

Holdings

359

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+207 / −263 / ↑73 / ↓61

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LENNAR CORP$4.9M +1634.1%
  • ONEOK INC NEW$3.7M +814.6%
  • DUKE ENERGY CORP NEW$3.7M +462.4%
  • AMAZON COM INC$3.1M +107.6%
  • BERKSHIRE HATHAWAY INC DEL$2.6M +186.6%
Show all 73

Top Trims

  • HSBC HLDGS PLC-$2.9M -88.5%
  • PEARSON PLC-$2.8M -84.6%
  • NATWEST GROUP PLC-$2.7M -84.7%
  • CME GROUP INC-$2.2M -85.2%
  • ZILLOW GROUP INC-$1.9M -49.8%
Show all 61

New Positions

  • STATE STR SPDR S&P 500 ETF T$10.5M
  • VISA INC$4.2M
  • MCCORMICK & CO INC$4.0M
  • AMERIPRISE FINL INC$3.6M
  • PHILLIPS 66$3.6M
Show all 207

Exited Positions

  • HALEON PLC$5.5M
  • AMERICAN EXPRESS CO$3.1M
  • ROPER TECHNOLOGIES INC$3.0M
  • INTERNATIONAL BUSINESS MACHS$2.9M
  • DOMINION ENERGY INC$2.8M
Show all 263
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $11.8M 2.58% 306,850 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.5M 2.30% 16,157 SH
3 ISHARES TR SHV 464288679 $10.5M 2.30% 95,088 SH
4 ISHARES ETHEREUM TR ETHA 46438R105 $9.0M 1.97% 568,362 SH
5 BROADCOM INC AVGO 11135F101 $6.5M 1.43% 21,052 SH
6 AMAZON COM INC AMZN 023135106 $6.0M 1.31% 28,793 SH
7 SHELL PLC SHEL 780259305 $5.6M 1.22% 60,083 SH
8 LENNAR CORP LEN 526057104 $5.2M 1.14% 59,799 SH
9 ALPHABET INC GOOG 02079K107 $5.1M 1.11% 17,618 SH
10 BITWISE BITCOIN ETF TR BITB 09174C104 $5.0M 1.09% 135,704 SH
11 ARK 21SHARES BITCOIN ETF ARKB 040919102 $5.0M 1.09% 222,075 SH
12 INVESCO GALAXY BITCOIN ETF BTCO 46091J101 $5.0M 1.09% 74,020 SH
13 VANECK BITCOIN ETF HODL 92189K105 $5.0M 1.09% 260,621 SH
14 REPUBLIC SVCS INC RSG 760759100 $4.6M 1.00% 20,796 SH
15 DUKE ENERGY CORP NEW DUK 26441C204 $4.5M 0.98% 34,223 SH
16 GENERAL DYNAMICS CORP GD 369550108 $4.4M 0.97% 12,917 SH
17 VISA INC V 92826C839 $4.2M 0.92% 13,916 SH
18 ONEOK INC NEW OKE 682680103 $4.2M 0.91% 46,110 SH
19 MCCORMICK & CO INC MKC 579780206 $4.0M 0.88% 79,980 SH
20 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.0M 0.88% 8,403 SH
21 NVIDIA CORPORATION NVDA 67066G104 $3.9M 0.86% 22,575 SH
22 GSK PLC GSK 37733W204 $3.9M 0.85% 69,914 SH
23 ADVANCED MICRO DEVICES INC AMD 007903107 $3.7M 0.81% 18,213 SH
24 AMERIPRISE FINL INC AMP 03076C106 $3.6M 0.79% 8,119 SH
25 STRATEGY INC MSTR 594972408 $3.6M 0.79% 28,812 SH
26 PHILLIPS 66 PSX 718546104 $3.6M 0.78% 19,535 SH
27 CISCO SYS INC CSCO 17275R102 $3.5M 0.76% 44,840 SH
28 CHEVRON CORPORATION CVX 166764100 $3.4M 0.76% 16,672 SH
29 PETROLEO BRASILEIRO S A PBR.A 71654V101 $3.4M 0.75% 181,781 SH
30 MOODYS CORP MCO 615369105 $3.4M 0.74% 7,705 SH
31 LINDE PLC LIN G54950103 $3.2M 0.71% 6,552 SH
32 CHENIERE ENERGY INC LNG 16411R208 $3.2M 0.71% 11,387 SH
33 PROGRESSIVE CORP PGR 743315103 $3.2M 0.71% 16,294 SH
34 HERSHEY CO HSY 427866108 $3.1M 0.67% 14,793 SH
35 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $3.0M 0.66% 50,766 SH
36 VOLATILITY SHS TR XRPI 92864M780 $3.0M 0.65% 392,432 SH
37 ROCKWELL AUTOMATION INC ROK 773903109 $3.0M 0.65% 8,237 SH
38 COINBASE GLOBAL INC COIN 19260Q107 $2.9M 0.64% 16,687 SH
39 NATIONAL GRID PLC NGG 636274409 $2.8M 0.62% 33,526 SH
40 SLB LIMITED SLB 806857108 $2.8M 0.61% 54,538 SH
41 HOME DEPOT INC HD 437076102 $2.8M 0.61% 8,403 SH
42 INTERNATIONAL PAPER CO IP 460146103 $2.7M 0.60% 76,145 SH
43 DTE ENERGY CO DTE 233331107 $2.7M 0.59% 18,576 SH
44 NORWEGIAN CRUISE LINE HLDGS NCLH G66721104 $2.7M 0.59% 144,203 SH
45 AMERICAN ELEC PWR CO INC AEP 025537101 $2.7M 0.58% 20,228 SH
46 OREILLY AUTOMOTIVE INC ORLY 67103H107 $2.6M 0.57% 28,242 SH
47 PRICE T ROWE GROUP INC TROW 74144T108 $2.6M 0.56% 28,536 SH
48 MARSH & MCLENNAN COS INC MRSH 571748102 $2.5M 0.55% 14,403 SH
49 DOVER CORP DOV 260003108 $2.5M 0.54% 11,801 SH
50 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $2.4M 0.53% 15,345 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $456.5M 359 0001420506-26-001110
2025-12-31 2026-02-17 $407.5M 415 0001420506-26-000556
2025-09-30 2025-11-13 $393.3M 430 0001420506-25-003182