13F-HRCIK 0001720792
Last filed Aug 14, 2026Ruane, Cunniff & Goldfarb L.P.·13F Holdings
$5.2B+9.7% vs prior quarter
- Positions
- 34
- Top-10 weight
- 80%
- Largest
- GOOGL · 14%
- Quarter ending
- Jun 30, 2026
- Added
- 5
- Trimmed
- 19
- Sold out
- 0
- Last filed
- Aug 14, 2026
Portfolio
What does Ruane, Cunniff & Goldfarb L.P. own?
Ruane, Cunniff & Goldfarb L.P. reported 34 long equity positions worth $5.2B for the quarter ending Jun 30, 2026. The largest is GOOGL at 14% of reported value. The ten largest positions make up 80% of the portfolio. Against the prior quarter it added to 5 positions, trimmed 19 and sold out of 0. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- GOOGLAlphabet Inc.$712.7M14% of portfolio
- TSMTaiwan Semiconductor Manufacturing$560.1M11% of portfolio
- FWONKLiberty Media Corporation Series C Liberty Formula One$497.0M9.6% of portfolio
- SCHWThe Charles Schwab Corporation$421.8M8.2% of portfolio
- COFCapital One Financial Corporation$392.4M7.6% of portfolio
- ELVElevance Health, Inc.$378.8M7.3% of portfolio
- GOOGAlphabet Inc.$326.8M6.3% of portfolio
- ICEIntercontinental Exchange, Inc.$315.3M6.1% of portfolio
- UNHUnitedHealth Group Incorporated$293.2M5.7% of portfolio
- TECHBio-Techne Corporation$236.6M4.6% of portfolio
Sector tilt
Which sectors does Ruane, Cunniff & Goldfarb L.P. lean on?
Healthcare (25%) and Financial Services (22%) are the two largest sectors by reported value.
By share of reported value, across 34 classified tickers.
Quarter changes
What did Ruane, Cunniff & Goldfarb L.P. buy and sell last quarter?
Largest additions last quarterEst. value
- ROPRoper Technologies, Inc.$228.4MNew position
- SAPSAP SE$75.0MAdded
- BACBank of America Corporation$207KNew position
- VTIVanguard Total Stock Market ETF$83KAdded
- VXUSVanguard Total International Stock ETF$43KAdded
Reported value
How has Ruane, Cunniff & Goldfarb L.P.'s 13F value moved?
Reported value went from $5.6B to $5.2B over 10 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$5.6BMar 2024
$5.7BJun 2024
$5.6BSep 2024
$4.9BDec 2024
$4.5BMar 2025
$4.7BJun 2025
$4.8BSep 2025
$5.0BDec 2025
$4.7BMar 2026
$5.2BJun 2026
Latest 13F
What Ruane, Cunniff & Goldfarb L.P. changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Roper Technologies, Inc. ROP | New | $228.4M | Aug 14, 2026 | |
| Elevance Health, Inc. ELV | -29% | $157.9M | Aug 14, 2026 | |
| SAP SE SAP | +65% | $75.0M | Aug 14, 2026 | |
| Alphabet Inc. GOOGL | -5.8% | $44.1M | Aug 14, 2026 | |
| Meta Platforms, Inc. META | -23% | $26.4M | Aug 14, 2026 | |
| Amentum Holdings, Inc. AMTM | -67% | $22.4M | Aug 14, 2026 | |
| Charter Communications, Inc. CHTR | -99% | $21.5M | Aug 14, 2026 | |
| Taiwan Semiconductor Manufacturing TSM | -3.0% | $17.0M | Aug 14, 2026 | |
| The Charles Schwab Corporation SCHW | -3.0% | $13.2M | Aug 14, 2026 | |
| Liberty Media Corporation Series C Liberty Formula One FWONK | -2.5% | $12.7M | Aug 14, 2026 | |
| Capital One Financial Corporation COF | -3.1% | $12.4M | Aug 14, 2026 | |
| Intercontinental Exchange, Inc. ICE | -3.0% | $9.7M | Aug 14, 2026 | |
| UnitedHealth Group Incorporated UNH | -3.1% | $9.5M | Aug 14, 2026 | |
| Alphabet Inc. GOOG | -2.7% | $9.0M | Aug 14, 2026 | |
| Align Technology, Inc. ALGN | -2.9% | $5.9M | Aug 14, 2026 |
