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Ruane, Cunniff & Goldfarb L.P.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1720792
Institutional-grade research for retail investors

Sector Allocation

  • Technology34.5%$2.2B
  • Healthcare30.1%$1.9B
  • Financials21.2%$1.4B
  • Communication Services8.9%$572.1M
  • Industrials5.2%$332.2M
  • Other0.1%$4.1M
  • Consumer Discretionary0.0%$2.9M
  • Consumer Staples0.0%$251,861

AUM History

13fpro.ai/research/fund/ruane-cunniff-and-goldfarb-l-p-1720792

Conviction and streaks

Stable · top 10 = 66.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

GOOG$GOOGConviction hold11.1% weight · held 10 quartersTSM$TSMConviction hold8.7% weight · held 10 quartersFWONA$FWONAConviction hold7.7% weight · held 10 quartersSCHW$SCHWConviction hold6.6% weight · held 10 quartersCOF$COFConviction hold6.1% weight · held 10 quarters$Accumulating+179% shares · 7 quarters running$Accumulating+56% shares · 5 quarters runningSAP$SAPAccumulating+2592% shares · 2 quarters runningGPI$GPIAccumulating+35% shares · 2 quarters runningSDHC$SDHCAccumulating+123% shares · 2 quarters runningGOOG$GOOGTrimming-31% shares · 9 quarters runningFWONA$FWONATrimming-19% shares · 9 quarters runningSCHW$SCHWTrimming-44% shares · 9 quarters runningCOF$COFTrimming-34% shares · 9 quarters runningGOOG$GOOGTrimming-42% shares · 9 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ruane-cunniff-and-goldfarb-l-p-1720792

Ruane, Cunniff & Goldfarb L.P. 13F holdings — Q2 2026

$6.4B portfolio (+6.6% QoQ) · 54 holdings · Q2 2026 13F · top 10 are 67% of the stock portfolio

All holdings — Ruane, Cunniff & Goldfarb L.P. (Q2 2026)

54 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
MSA$MSAMSA Safety Inc$300.5M-3%
UNH$UNHUNITEDHEALTH GROUP INC$293.2M-3%
TECH$TECHBIO-TECHNE Corp$236.6M-1%
ROP$ROPROPER TECHNOLOGIES INC$228.4MNew
ALGN$ALGNALIGN TECHNOLOGY INC$197.6M-3%
SAP$SAPSAP SEadr$190.6M+65%
ZTS$ZTSZoetis Inc.$169.1M-3%
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$150.5M-3%
ACN$ACNAccenture plc$112.2M-3%
META$METAMeta Platforms, Inc.$86.9M-23%
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$77.1M-6%
FWONA$FWONALiberty Media Corp$60.9M-4%
AMTM$AMTMAmentum Holdings, Inc.$11.1M-67%
LBRDA$LBRDALiberty Broadband Corp$10.1M-74%
CACC$CACCCREDIT ACCEPTANCE CORP$3.4M-96%

What changed in Q2 2026

Against the previous quarter's 13F: 4 new, 6 added to, 31 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (4)

  • ROP$ROPROPER TECHNOLOGIES INC$228.4M

    first bought this quarter

  • DOV$DOVDOVER Corp$224K

    first bought this quarter

  • HGV$HGVHilton Grand Vacations Inc.$219K

    first bought this quarter

  • BAC$BACBANK OF AMERICA CORP /DE/$207K

    first bought this quarter

Added to (6)

  • SAP$SAPSAP SE+65%

    now $190.6M · held 4 qtrs, 2 adds in a row

  • ICLR$ICLRICON PLC+25%

    now $355.8M · held 6+ qtrs

  • GPI$GPIGROUP 1 AUTOMOTIVE INC+22%

    now $1.4M · held 6+ qtrs, 2 adds in a row

  • SDHC$SDHCSmith Douglas Homes Corp.+88%

    now $424K · held 4 qtrs, 2 adds in a row

  • VANGUARD INDEX FDS - TOTAL STK MKT+8%

    now $1.1M

  • VANGUARD STAR FDS - VG TL INTL STK F+9%

    now $549K

Trimmed (31)

  • ELV$ELVElevance Health, Inc.-29%

    now $378.8M · held 6+ qtrs, 3 trims in a row

  • SUNB$SUNBSunbelt Rentals Holdings, Inc.-22%

    now $318.8M · held 2 qtrs

  • CACC$CACCCREDIT ACCEPTANCE CORP-96%

    now $3.4M · held 6+ qtrs, 3 trims in a row

  • GOOGL$GOOGLAlphabet Inc.-6%

    now $712.7M · held 6+ qtrs, 3 trims in a row

  • LBRDA$LBRDALiberty Broadband Corp-74%

    now $10.1M · held 6+ qtrs, 3 trims in a row

  • META$METAMeta Platforms, Inc.-23%

    now $86.9M · held 6+ qtrs, 5 trims in a row

+25 more in the Excel export

Sold out (0)

No positions sold out this quarter.

Firm AUM (Form ADV): $10.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Ruane, Cunniff & Goldfarb L.P. has filed, 33 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Ruane, Cunniff & Goldfarb L.P.'s top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-5.2%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 28% over the last 4

Top 10 weight

67%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

84%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Ruane, Cunniff & Goldfarb L.P. disclosed 54 positions worth $6.4B in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 11.1% of the equity portfolio, followed by $TSM and $FWONA. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $ROP. The portfolio is most concentrated in Technology (34.5% of disclosed assets). All figures are sourced directly from Ruane, Cunniff & Goldfarb L.P.’s Form 13F-HR filing with the SEC under CIK 1720792.

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AI-Powered Hedge Fund Analysis: Ruane, Cunniff & Goldfarb L.P.

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Every holding in Ruane, Cunniff & Goldfarb L.P.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.