Investment firm · Form 13F
Ruane, Cunniff & Goldfarb
As of 30 Jun 2026 · filed 14 Aug 2026, 45 days later · Ruane, Cunniff & Goldfarb L.P. · SEC EDGAR ↗
Reported value$6.4BUS-listed shares, without options
Positions54spread like 17.1 equal ones
Largest ten67%of the reported value
Since 31 Mar 20264 · 6 · 29 · 0new · added to · reduced · no longer reported
By sector
Technology
32.8%
Health care
30.1%
Financials
17.7%
Communication
8.7%
Industrials
6.9%
Other
0.0%
Consumer staples
0.0%
Not classified
3.8%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.
Every reported position
Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.
| Company | Share of total | Value | Shares | Since 31 Mar 2026 |
|---|---|---|---|---|
| GOOGL Alphabet Inc. CAP STK CL A | 11.1% | $712.7M | 2.0M | Reduced |
| TSM Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADS | 8.7% | $560.1M | 1.2M | Reduced |
| FWONK Liberty Media Corp COM LBTY ONE S C | 7.7% | $497.0M | 5.2M | Reduced |
| SCHW Schwab Charles Corp | 6.6% | $421.8M | 4.6M | Reduced |
| COF Capital ONE Financial Corp | 6.1% | $392.4M | 2.0M | Reduced |
| ELV Elevance Health, Inc. | 5.9% | $378.8M | 979,598 | Reduced |
| ICLR Icon plc | 5.5% | $355.8M | 2.0M | Added to |
| GOOG Alphabet Inc. CAP STK CL C | 5.1% | $326.8M | 924,866 | Reduced |
| SUNB Sunbelt Rentals Holdings, Inc. | 5.0% | $318.8M | 4.3M | Reduced |
| ICE Intercontinental Exchange, Inc. | 4.9% | $315.3M | 2.6M | Reduced |
| MSA MSA Safety Inc | 4.7% | $300.5M | 1.7M | Reduced |
| UNH Unitedhealth Group Inc | 4.6% | $293.2M | 705,554 | Reduced |
| TECH BIO-TECHNE Corp | 3.7% | $236.6M | 3.3M | Reduced |
| ROP Roper Technologies Inc | 3.6% | $228.4M | 674,902 | New |
| ALGN Align Technology Inc | 3.1% | $197.6M | 1.2M | Reduced |
| SAP SAP SE SPON ADR | 3.0% | $190.6M | 1.2M | Added to |
| ZTS Zoetis Inc. CL A | 2.6% | $169.1M | 2.4M | Reduced |
| BRKB Berkshire Hathaway Inc Del CL B NEW | 2.3% | $150.5M | 300,672 | Reduced |
| ACN Accenture plc SHS CLASS A | 1.7% | $112.2M | 901,848 | Reduced |
| META Meta Platforms, Inc. CL A | 1.4% | $86.9M | 154,291 | Reduced |
| Berkshire Hathaway Inc Del CL A | 1.2% | $77.1M | 103 | Reduced |
| FWONA Liberty Media Corp COM LBTY ONE S A | 0.9% | $60.9M | 695,720 | Reduced |
| AMTM Amentum Holdings, Inc. | 0.2% | $11.1M | 537,213 | Reduced |
| LBRDK Liberty Broadband Corp COM SER C | 0.2% | $10.1M | 303,309 | Reduced |
| CACC Credit Acceptance Corp | 0.1% | $3.4M | 5,279 | Reduced |
| MU Micron Technology Inc | 0.0% | $2.5M | 2,162 | Unchanged |
| LBRDA Liberty Broadband Corp COM SER A | 0.0% | $2.5M | 73,945 | Reduced |
| GLIBK Liberty Capital Corp SER C GCI GROUP | 0.0% | $2.5M | 114,119 | Reduced |
| EQH Equitable Holdings, Inc. | 0.0% | $1.8M | 40,310 | Unchanged |
| GPI Group 1 Automotive Inc | 0.0% | $1.4M | 4,884 | Added to |
| VTI Vanguard Index Fds TOTAL STK MKT | 0.0% | $1.1M | 2,973 | Added to |
| LAD Lithia Motors Inc | 0.0% | $852,007 | 2,933 | Reduced |
| J Jacobs Solutions Inc. | 0.0% | $786,744 | 6,244 | Unchanged |
| GLIBA Liberty Capital Corp SER A GCI GROUP | 0.0% | $616,748 | 28,162 | Reduced |
| NFLX Netflix Inc | 0.0% | $577,697 | 8,091 | Unchanged |
| VXUS Vanguard Star Fds VG TL INTL STK F | 0.0% | $548,846 | 6,420 | Added to |
| GMED Globus Medical Inc CL A | 0.0% | $474,692 | 6,008 | Unchanged |
| SDHC Smith Douglas Homes Corp. COM SHS CL A | 0.0% | $423,854 | 27,275 | Added to |
| CPA Copa Holdings, S.A. CL A | 0.0% | $397,481 | 2,555 | Unchanged |
| KSPI Joint Stock Co Kaspi.kz SPONSORED ADS | 0.0% | $340,842 | 3,934 | Reduced |
| AXP American Express Co | 0.0% | $315,249 | 932 | Unchanged |
| AAPL Apple Inc. | 0.0% | $278,075 | 961 | Unchanged |
| MSFT Microsoft Corp | 0.0% | $274,916 | 737 | Unchanged |
| SBGI Sinclair, Inc. CL A | 0.0% | $255,916 | 17,959 | Unchanged |
| DG Dollar General Corp | 0.0% | $251,861 | 2,188 | Unchanged |
| FERG Ferguson Enterprises Inc. COMMON STOCK NEW | 0.0% | $237,330 | 1,000 | Unchanged |
| VT Vanguard Intl Equity Index F TT WRLD ST ETF | 0.0% | $223,811 | 1,426 | New |
| ATAI Ataibeckley Inc COM SHS | 0.0% | $221,930 | 42,112 | Unchanged |
| CHTR Charter Communications, Inc. CL A | 0.0% | $221,279 | 1,556 | Reduced |
| HGV Hilton Grand Vacations Inc. | 0.0% | $219,378 | 4,189 | New |
| SPGI S&P Global Inc. | 0.0% | $216,255 | 531 | Unchanged |
| BAC Bank OF America Corp | 0.0% | $206,553 | 3,625 | New |
| STLA Stellantis N.V. | 0.0% | $143,931 | 25,075 | Unchanged |
| RMNI Rimini Street, Inc. | 0.0% | $143,417 | 33,666 | Reduced |
What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.