Instuitional Investor - Farley Capital Ii L.p.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	126,897	$36,401,673	29.52%
2.	Mastercard Inc	MA	62,227	$31,092,343	25.21%
3.	Microsoft Corp	MSFT	52,550	$19,452,434	15.77%
4.	First Solar Inc.	FSLR	52,285	$10,313,739	8.36%
5.	Meta Platforms Inc.	META	9,753	$5,579,984	4.52%