Instuitional Investor - Farley Capital Ii L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Mastercard Inc	MA	65,958	$37,517,570	27.1%
2.	Alphabet Inc.	GOOGL	136,086	$33,143,745	23.94%
3.	Microsoft Corp	MSFT	42,349	$21,934,665	15.84%
4.	First Solar Inc.	FSLR	38,225	$8,429,759	6.09%
5.	Meta Platforms Inc.	META	10,823	$7,948,195	5.74%