Ruane, Cunniff & Goldfarb L.P.
13F Reported Value
ⓘ$6.4B
Holdings
54
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ruane, Cunniff & Goldfarb L.P. disclosed 54 positions worth $6.4B in its Form 13F-HR for Q2 2026, led by $GOOG (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 (32.8% 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.
AI Fund Analysis
Stable
$GOOG
$TSM
$FWONA
$SCHW
$COF
$SAP
$GPI
$SDHCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 78.2#57
Quality
$712.7M1,994,274 sh - $560.1M1,172,725 sh
- 63.2#647
Quality
$497.0M5,223,453 sh - 79.4
Quality
$421.8M4,571,355 sh - 62.4
Quality
$392.4M1,956,084 sh - 59.0
Quality
$378.8M979,598 sh - —
Quality
$355.8M2,048,087 sh - 78.2
Quality
$326.8M924,866 sh - 69.7
Quality
$318.8M4,261,163 sh - 73.7
Quality
$315.3M2,560,747 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 78.2#57 | $712.7M | 1,994,274 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $560.1M | 1,172,725 |
| Liberty Media Corp$FWONA | 63.2#647 | $497.0M | 5,223,453 |
| SCHWAB CHARLES CORP$SCHW | 79.4 | $421.8M | 4,571,355 |
| CAPITAL ONE FINANCIAL CORP$COF | 62.4 | $392.4M | 1,956,084 |
 Elevance Health, Inc.$ELV | 59.0 | $378.8M | 979,598 |
 ICON PLC$ICLR | — | $355.8M | 2,048,087 |
 Alphabet Inc.$GOOGL | 78.2 | $326.8M | 924,866 |
 Sunbelt Rentals Holdings, Inc.$SUNB | 69.7 | $318.8M | 4,261,163 |
 Intercontinental Exchange, Inc.$ICE | 73.7 | $315.3M | 2,560,747 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ruane, Cunniff & Goldfarb L.P.'s 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Technology
$2.1B
Healthcare
$1.9B
Financials
$1.4B
Communication Services
$572.1M
Industrials
$444.6M
Other
$4.1M
Consumer Discretionary
$3.0M
Full Holdings — Ruane, Cunniff & Goldfarb L.P. (Q2 2026)
All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $712.7M | 11.1% | -6% | 78.2 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $560.1M | 8.7% | -3% | — |
| 3 | $FWONA | Liberty Media Corp | $497.0M | 7.7% | -2% | 63.2 |
| 4 | $SCHW | SCHWAB CHARLES CORP | $421.8M | 6.6% | -3% | 79.4 |
| 5 | $COF | CAPITAL ONE FINANCIAL CORP | $392.4M | 6.1% | -3% | 62.4 |
| 6 | $ELV | Elevance Health, Inc. | $378.8M | 5.9% | -29% | 59 |
| 7 | $ICLR | ICON PLC | $355.8M | 5.5% | +25% | — |
| 8 | $GOOGL | Alphabet Inc. | $326.8M | 5.1% | -3% | 78.2 |
| 9 | $SUNB | Sunbelt Rentals Holdings, Inc. | $318.8M | 5.0% | -22% | 69.7 |
| 10 | $ICE | Intercontinental Exchange, Inc. | $315.3M | 4.9% | -3% | 73.7 |
| 11 |  $MSA | MSA Safety Inc | $300.5M | 4.7% | -3% | 63.4 |
| 12 |  $UNH | UNITEDHEALTH GROUP INC | $293.2M | 4.6% | -3% | 62.7 |
| 13 |  $TECH | BIO-TECHNE Corp | $236.6M | 3.7% | -1% | 58.9 |
| 14 |  $ROP | ROPER TECHNOLOGIES INC | $228.4M | 3.5% | NEW | 71.9 |
| 15 |  $ALGN | ALIGN TECHNOLOGY INC | $197.6M | 3.1% | -3% | 58.9 |
| 16 | $SAP | SAP SE | $190.6M | 3.0% | +65% | — |
| 17 |  $ZTS | Zoetis Inc. | $169.1M | 2.6% | -3% | 68.6 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $150.5M | 2.3% | -3% | 73.8 |
| 19 |  $ACN | Accenture plc | $112.2M | 1.8% | -3% | — |
| 20 |  $META | Meta Platforms, Inc. | $86.9M | 1.4% | -23% | 79.6 |
| 21 |  $BRK.A | BERKSHIRE HATHAWAY INC | $77.1M | 1.2% | -6% | 73.8 |
| 22 | $FWONA | Liberty Media Corp | $60.9M | 0.9% | -4% | 63.2 |
| 23 |  $AMTM | Amentum Holdings, Inc. | $11.1M | 0.2% | -67% | 64 |
| 24 |  $LBRDA | Liberty Broadband Corp | $10.1M | 0.2% | -74% | 53 |
| 25 |  $CACC | CREDIT ACCEPTANCE CORP | $3.4M | 0.1% | -96% | 68.6 |
| 26 |  $MU | MICRON TECHNOLOGY INC | $2.5M | 0.0% | +0% | 86.2 |
| 27 | $LBRDA | Liberty Broadband Corp | $2.5M | 0.0% | -67% | 53 |
| 28 | — | LIBERTY CAP CORP - SER C GCI GROUP | $2.5M | 0.0% | -77% | — |
| 29 |  $EQH | Equitable Holdings, Inc. | $1.8M | 0.0% | -0% | 39.5 |
| 30 | $GPI | GROUP 1 AUTOMOTIVE INC | $1.4M | 0.0% | +22% | 54.1 |
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.0% | +8% | — |
| 32 |  $LAD | LITHIA MOTORS INC | $852,007 | 0.0% | -2% | 46.6 |
| 33 |  $J | JACOBS SOLUTIONS INC. | $786,744 | 0.0% | -1% | 64.3 |
| 34 |  $GLIBA | Liberty Capital Corp/NV | $616,748 | 0.0% | -78% | 34.3 |
| 35 |  $NFLX | NETFLIX INC | $577,697 | 0.0% | +0% | 78.8 |
| 36 | — | VANGUARD STAR FDS - VG TL INTL STK F | $548,846 | 0.0% | +9% | — |
| 37 |  $GMED | GLOBUS MEDICAL INC | $474,692 | 0.0% | +0% | 79.5 |
| 38 | $SDHC | Smith Douglas Homes Corp. | $423,854 | 0.0% | +88% | 49.2 |
| 39 |  $CPA | Copa Holdings, S.A. | $397,481 | 0.0% | +0% | — |
| 40 |  $KSPI | Joint Stock Co Kaspi.kz | $340,842 | 0.0% | -4% | — |
| 41 |  $AXP | AMERICAN EXPRESS CO | $315,249 | 0.0% | +0% | 69.4 |
| 42 |  $AAPL | Apple Inc. | $278,075 | 0.0% | +0% | 76.4 |
| 43 |  $MSFT | MICROSOFT CORP | $274,916 | 0.0% | +0% | 79.8 |
| 44 |  $SBGI | Sinclair, Inc. | $255,916 | 0.0% | +0% | 46.9 |
| 45 |  $DG | DOLLAR GENERAL CORP | $251,861 | 0.0% | +0% | 59.5 |
| 46 |  $FERG | Ferguson Enterprises Inc. /DE/ | $237,330 | 0.0% | +0% | 52.2 |
| 47 |  $DOV | DOVER Corp | $223,811 | 0.0% | NEW | 58.1 |
| 48 |  $ATAI.R1840904 | Atai Beckley N.V. | $221,930 | 0.0% | +0% | — |
| 49 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $221,279 | 0.0% | -99% | 59 |
| 50 |  $HGV | Hilton Grand Vacations Inc. | $219,378 | 0.0% | NEW | 56.1 |
| 51 |  $SPGI | S&P Global Inc. | $216,255 | 0.0% | +0% | 76.1 |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $206,553 | 0.0% | NEW | 67.6 |
| 53 |  $STLA | Stellantis N.V. | $143,931 | 0.0% | +0% | — |
| 54 |  $RMNI | Rimini Street, Inc. | $143,417 | 0.0% | -5% | 47.5 |
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