Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q1 2026
Top Holdings50 positions
 Alphabet Inc. | 2.1M | $608.9M | 10.1% | $62.33 | +360.76% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.4M | $455.5M | 7.6% | $62.30 | +36.47% | 11 qtrssince 2023-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 4.7M | $443.1M | 7.4% | $38.90 | +140.01% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.6M | $415.1M | 6.9% | $91.15 | +71.35% | 23 qtrssince 2020-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.2M | $408.4M | 6.8% | $64.67 | +419.93% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Elevance Health, Inc. | 1.4M | $406.3M | 6.7% | $351.44 | -17.40% | 21 qtrssince 2021-Q1 | Decreased 0 |
 Capital One Financial Corporation | 2M | $368.1M | 6.1% | $89.71 | +101.77% | 15 qtrssince 2022-Q3 | Decreased 0 |
 Sunbelt Rentals Holdings, Inc. | 5.5M | $357.2M | 5.9% | $64.16 | 0.00% | 1 qtr | New 97 |
 MSA Safety Incorporated | 1.8M | $291.2M | 4.8% | $166.75 | -2.26% | 4 qtrssince 2025-Q2 | Decreased 0 |
 Zoetis Inc. | 2.4M | $286.7M | 4.8% | $116.10 | 0.00% | 1 qtr | New 86 |
 Alphabet Inc. | 950,394 | $272.6M | 4.5% | $60.38 | +374.51% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Align Technology, Inc. | 1.2M | $206.8M | 3.4% | $156.15 | +9.79% | 2 qtrssince 2025-Q4 | Decreased 0 |
 UnitedHealth Group Incorporated | 728,407 | $197.1M | 3.3% | $253.36 | +5.55% | 26 qtrssince 2019-Q4 | Decreased 0 |
 Accenture plc | 928,204 | $184.1M | 3.1% | $260.79 | -26.09% | 2 qtrssince 2025-Q4 | Decreased 0 |
 ICON plc | 1.6M | $180.9M | 3.0% | $192.64 | -42.56% | 6 qtrssince 2024-Q4 | Decreased 0 |
 Bio-Techne Corp | 3.4M | $177.3M | 2.9% | $53.30 | -2.25% | 4 qtrssince 2025-Q2 | Increased 85 |
 Berkshire Hathaway Inc. | 310,388 | $148.7M | 2.5% | $218.37 | +119.45% | 27 qtrssince 2019-Q3 | Decreased 0 |
 SAP SE | 749,909 | $128.4M | 2.1% | $174.06 | -3.32% | 3 qtrssince 2025-Q3 | Increased 84 |
 Meta Platforms, Inc. | 201,147 | $115.1M | 1.9% | $198.63 | +187.54% | 27 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 110 | $79M | 1.3% | — | — | 27 qtrssince 2019-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q4 | $5,890,100,213 | -7.85622554572% |
| 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% |
Ruane, Cunniff & Goldfarb L.P. manages $6B across 50 positions as of Q1 2026. Top holdings: GOOGL (10.1%), FWONK (7.6%), SCHW (7.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added SUNB, ZTS, GMED and 1 more; exited RSPC and VT; increased 10, led by SAP (+703,982 shares); trimmed 30, led by CACC (−389,929 shares). Top move: SUNB (NEW, conviction 97). Portfolio: $6.0B across 50 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