Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q2 2026
Top Holdings54 positions
 Alphabet Inc. | 2M | $712.7M | 11.1% | $62.33 | +361.04% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.2M | $560.1M | 8.7% | $64.67 | +513.04% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Liberty Media Corporation | 5.2M | $497M | 7.7% | $62.30 | +74.86% | 12 qtrssince 2023-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 4.6M | $421.8M | 6.6% | $38.90 | +139.13% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2M | $392.4M | 6.1% | $89.71 | +118.30% | 16 qtrssince 2022-Q3 | Decreased 0 |
 Elevance Health, Inc. | 979,598 | $378.8M | 5.9% | $351.44 | +22.25% | 22 qtrssince 2021-Q1 | Decreased 0 |
 ICON plc | 2M | $355.8M | 5.5% | $188.82 | +8.38% | 7 qtrssince 2024-Q4 | Increased 74 |
 Alphabet Inc. | 924,866 | $326.8M | 5.1% | $60.38 | +371.89% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Sunbelt Rentals Holdings, Inc. | 4.3M | $318.8M | 5.0% | $64.16 | +26.82% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.6M | $315.3M | 4.9% | $91.15 | +93.49% | 24 qtrssince 2020-Q3 | Decreased 0 |
 MSA Safety Incorporated | 1.7M | $300.5M | 4.7% | $166.75 | +5.09% | 5 qtrssince 2025-Q2 | Decreased 0 |
 UnitedHealth Group Incorporated | 705,554 | $293.2M | 4.6% | $253.36 | +59.90% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Bio-Techne Corp | 3.3M | $236.6M | 3.7% | $53.30 | +36.61% | 5 qtrssince 2025-Q2 | Decreased 0 |
 Roper Technologies, Inc. | 674,902 | $228.4M | 3.6% | $336.70 | +40.92% | 1 qtr | New 85 |
 Align Technology, Inc. | 1.2M | $197.6M | 3.1% | $156.15 | +11.60% | 3 qtrssince 2025-Q4 | Decreased 0 |
 SAP SE | 1.2M | $190.6M | 3.0% | $166.21 | +40.63% | 4 qtrssince 2025-Q3 | Increased 76 |
 Zoetis Inc. | 2.4M | $169.1M | 2.6% | $116.10 | -28.97% | 2 qtrssince 2026-Q1 | Decreased 0 |
 Berkshire Hathaway Inc. | 300,672 | $150.5M | 2.3% | $218.37 | +167.14% | 28 qtrssince 2019-Q3 | Decreased 0 |
 Accenture plc | 901,848 | $112.2M | 1.7% | $260.79 | -0.87% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 154,291 | $86.9M | 1.4% | $198.63 | +222.90% | 28 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $5,506,018,063 | -6.52080840921% |
| 2025-Q2 | $5,832,869,392 | 5.93625602496% |
| 2025-Q3 | $6,035,626,513 | 3.47611282499% |
| 2025-Q4 | $6,402,461,078 | 6.07782082291% |
| 2026-Q1 | $6,028,259,104 | -5.84465831875% |
| 2026-Q2 | $6,427,481,573 | 6.62251675173% |
Ruane, Cunniff & Goldfarb L.P. manages $6.4B across 54 positions as of Q2 2026. Top holdings: GOOGL (11.1%), TSM (8.7%), FWONK (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ROP, VT, HGV and 1 more; increased 6, led by SAP (+486,637 shares); trimmed 31, led by ELV (−408,370 shares). Top move: ROP (NEW, conviction 85). Portfolio: $6.4B across 54 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR