Ruffer LLP
Top Portfolio Positions
172 positions ·
$2,347,180,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COIN |
Coinbase Global, Inc.
Financial Services
|
1,435,990 | $250,738,213 | 10.68% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
1,171,229 | $146,942,390 | 6.26% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
561,527 | $116,949,228 | 4.98% |
| MSFT |
Microsoft Corp
Technology
|
313,446 | $116,028,305 | 4.94% |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
2,786,197 | $111,029,950 | 4.73% |
| BP |
Bp Plc
Energy
|
2,098,006 | $98,606,282 | 4.20% |
| SLB |
Slb Limited/Nv
Energy
|
1,542,086 | $79,247,799 | 3.38% |
| SU |
Suncor Energy Inc
Energy
|
1,004,062 | $66,378,538 | 2.83% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
1,315,860 | $64,148,175 | 2.73% |
| EQX |
Equinox Gold Corp.
Basic Materials
|
4,126,835 | $59,674,034 | 2.54% |
Portfolio Trend
Holdings in BCC
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,478,778 | 32,680 | Shares | Sole | 2026-05-13 | |
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