Ruffer
$2.4B Assets Reported
244 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 1,435,990 | $251M | 10.3% |
| BABA | ALIBABA GROUP HLDG LTD | 1,171,229 | $147M | 6.0% |
| AMZN | AMAZON COM INC | 561,527 | $117M | 4.8% |
| MSFT | MICROSOFT CORP | 313,446 | $116M | 4.8% |
| SW | SMURFIT WESTROCK PLC | 2,786,197 | $111M | 4.6% |
| BP | BP PLC | 2,098,006 | $99M | 4.0% |
| SLB | SLB LIMITED | 1,542,086 | $79M | 3.3% |
| BFB | BROWN FORMAN CORP | 2,731,876 | $72M | 3.0% |
| SU | SUNCOR ENERGY INC NEW | 1,004,062 | $66M | 2.7% |
| BAC | BANK AMERICA CORP | 1,315,860 | $64M | 2.6% |
Track Ruffer's 13F portfolio: $2.4B in reported holdings, 244 positions. Top holdings, AUM, and quarterly changes on SentiSense.