Ruane, Cunniff & Goldfarb L.P.
Institutional investor · Portfolio as of Q4 2025
Top Holdings48 positions
 Alphabet Inc. | 2.2M | $680.7M | 10.6% | $62.33 | +401.17% | 26 qtrssince 2019-Q3 | Decreased 0 |
 The Charles Schwab Corporation | 5.6M | $559M | 8.7% | $38.90 | +154.30% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Liberty Media Corporation | 5.5M | $540.9M | 8.4% | $62.30 | +58.12% | 10 qtrssince 2023-Q3 | Decreased 0 |
 Capital One Financial Corporation | 2.1M | $501.2M | 7.8% | $89.71 | +167.03% | 14 qtrssince 2022-Q3 | Decreased 0 |
 Elevance Health, Inc. | 1.4M | $498.7M | 7.8% | $351.44 | -1.69% | 20 qtrssince 2021-Q1 | Decreased 0 |
 Intercontinental Exchange Inc. | 2.7M | $437.9M | 6.8% | $91.15 | +75.88% | 22 qtrssince 2020-Q3 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 1.4M | $432M | 6.7% | $64.67 | +366.21% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Alphabet Inc. | 1.1M | $358.5M | 5.6% | $60.38 | +418.71% | 26 qtrssince 2019-Q3 | Decreased 0 |
 ICON plc | 1.7M | $306.1M | 4.8% | $192.64 | -5.41% | 5 qtrssince 2024-Q4 | Decreased 0 |
 MSA Safety Incorporated | 1.8M | $290.1M | 4.5% | $166.75 | -4.79% | 3 qtrssince 2025-Q2 | Increased 61 |
 Accenture plc | 943,420 | $253.1M | 4.0% | $260.79 | 0.00% | 1 qtr | New 86 |
 UnitedHealth Group Incorporated | 745,999 | $246.3M | 3.8% | $253.36 | +27.77% | 25 qtrssince 2019-Q4 | Decreased 0 |
 Credit Acceptance Corporation | 536,132 | $237.8M | 3.7% | $428.58 | +3.47% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Align Technology, Inc. | 1.2M | $190.9M | 3.0% | $156.15 | 0.00% | 1 qtr | New 80 |
 Berkshire Hathaway Inc. | 316,106 | $158.9M | 2.5% | $218.37 | +130.19% | 26 qtrssince 2019-Q3 | Decreased 0 |
 Meta Platforms, Inc. | 239,018 | $157.8M | 2.5% | $198.63 | +231.46% | 26 qtrssince 2019-Q3 | Decreased 0 |
 LIBERTY BROADBAND CORP SERIES C C | 1.8M | $89.5M | 1.4% | — | — | 26 qtrssince 2019-Q3 | Decreased 0 |
 Berkshire Hathaway Inc. | 115 | $86.8M | 1.4% | — | — | 26 qtrssince 2019-Q3 | Decreased 0 |
 Bio-Techne Corp | 1.5M | $86.2M | 1.3% | $54.88 | +6.70% | 3 qtrssince 2025-Q2 | Decreased 0 |
 Charter Communications, Inc. | 362,000 | $75.6M | 1.2% | $299.00 | -30.18% | 7 qtrssince 2024-Q2 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2024-Q3 | $6,392,293,183 | -0.386671527894% |
| 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% |
Ruane, Cunniff & Goldfarb L.P. manages $6.4B across 48 positions as of Q4 2025. Top holdings: GOOGL (10.6%), SCHW (8.7%), FWONK (8.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4.5/5.0.
Added ACN, ALGN, RSPC and 1 more; exited ATAI, BLK and KMX; increased 6, led by MSA (+106,349 shares); trimmed 25, led by TSM (−460,000 shares). Top move: ACN (NEW, conviction 86). Portfolio: $6.4B across 48 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR