Ruane, Cunniff & Goldfarb L.P.
Q2 2026 13F filing
Updated 27 days ago54 disclosed positions worth $6.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $712.7M | 1.99M | 11.09% | — |
| 2 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 1.17M | 8.71% | — |
| 3 | F FWONB LIBERTY MEDIA CORP DEL | $497M | 5.22M | 7.73% | — |
| 4 | S SCHW-PJ SCHWAB CHARLES CORP | $421.8M | 4.57M | 6.56% | — |
| 5 | C COF-PN CAPITAL ONE FINL CORP | $392.4M | 1.96M | 6.11% | — |
| 6 | E ELV ELEVANCE HEALTH INC FORMERLY | $378.8M | 979.6K | 5.89% | — |
| 7 | I ICLR ICON PUB LTD CO | $355.8M | 2.05M | 5.54% | — |
| 8 | G GOOGN ALPHABET INC | $326.8M | 924.9K | 5.08% | — |
| 9 | S SUNB SUNBELT RENTALS HOLDINGS INC | $318.8M | 4.26M | 4.96% | — |
| 10 | I ICE INTERCONTINENTAL EXCHANGE IN | $315.3M | 2.56M | 4.90% | — |
| 11 | M MNESP MSA SAFETY INC | $300.5M | 1.72M | 4.68% | — |
| 12 | U UNH UNITEDHEALTH GROUP INC | $293.2M | 705.6K | 4.56% | — |
| 13 | T TECH BIO-TECHNE CORP | $236.6M | 3.35M | 3.68% | — |
| 14 | R ROP ROPER TECHNOLOGIES INC | $228.4M | 674.9K | 3.55% | — |
| 15 | A ALGN ALIGN TECHNOLOGY INC | $197.6M | 1.17M | 3.07% | — |
| 16 | S SAPGF SAP SE | $190.6M | 1.24M | 2.96% | — |
| 17 | Z ZTS ZOETIS INC | $169.1M | 2.35M | 2.63% | — |
| 18 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $150.5M | 300.7K | 2.34% | — |
| 19 | A ACN ACCENTURE PLC IRELAND | $112.2M | 901.8K | 1.75% | — |
| 20 | M META META PLATFORMS INC | $86.9M | 154.3K | 1.35% | — |
| 21 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $77.1M | 103 | 1.20% | — |
| 22 | F FWONB LIBERTY MEDIA CORP DEL | $60.9M | 695.7K | 0.95% | — |
| 23 | A AMTM AMENTUM HOLDINGS INC | $11.1M | 537.2K | 0.17% | — |
| 24 | L LBRDP LIBERTY BROADBAND CORP | $10.1M | 303.3K | 0.16% | — |
| 25 | C CACC CREDIT ACCEP CORP MICH | $3.4M | 5.3K | 0.05% | — |
| 26 | M MU MICRON TECHNOLOGY INC | $2.5M | 2.2K | 0.04% | — |
| 27 | L LBRDP LIBERTY BROADBAND CORP | $2.5M | 73.9K | 0.04% | — |
| 28 | G GLIBK LIBERTY CAP CORP | $2.5M | 114.1K | 0.04% | — |
| 29 | E EQH-PC EQUITABLE HLDGS INC | $1.8M | 40.3K | 0.03% | — |
| 30 | G GPI GROUP 1 AUTOMOTIVE INC | $1.4M | 4.9K | 0.02% | — |
| 31 | V VGES VANGUARD INDEX FDS | $1.1M | 3.0K | 0.02% | — |
| 32 | L LAD LITHIA MTRS INC | $852K | 2.9K | 0.01% | — |
| 33 | J J JACOBS SOLUTIONS INC | $787K | 6.2K | 0.01% | — |
| 34 | G GLIBK LIBERTY CAP CORP | $617K | 28.2K | 0.01% | — |
| 35 | N NFLX NETFLIX INC. | $578K | 8.1K | 0.01% | — |
| 36 | V VGES VANGUARD STAR FDS | $549K | 6.4K | 0.01% | — |
| 37 | G GMED GLOBUS MED INC | $475K | 6.0K | 0.01% | — |
| 38 | S SDHC SMITH DOUGLAS HOMES CORP | $424K | 27.3K | 0.01% | — |
| 39 | C CPA COPA HOLDINGS SA | $397K | 2.6K | 0.01% | — |
| 40 | ? N/A KASPI KZ JSC | $341K | 3.9K | 0.01% | — |
| 41 | A AXP AMERICAN EXPRESS CO | $315K | 932 | 0.00% | — |
| 42 | A AAPL APPLE INC | $278K | 961 | 0.00% | — |
| 43 | M MSFT MICROSOFT CORP | $275K | 737 | 0.00% | — |
| 44 | S SITM SINCLAIR INC | $256K | 18.0K | 0.00% | — |
| 45 | D DG DOLLAR GEN CORP | $252K | 2.2K | 0.00% | — |
| 46 | F FERG FERGUSON ENTERPRISES INC | $237K | 1.0K | 0.00% | — |
| 47 | V VGES VANGUARD INTL EQUITY INDEX F | $224K | 1.4K | 0.00% | — |
| 48 | A ATAI ATAIBECKLEY INC | $222K | 42.1K | 0.00% | — |
| 49 | C CHTR CHARTER COMMUNICATIONS INC | $221K | 1.6K | 0.00% | — |
| 50 | H HGV HILTON GRAND VACATIONS INC | $219K | 4.2K | 0.00% | — |