Featured 13F manager
Ruane, Cunniff & Goldfarb L.P.
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $6.4B
- 54 Positions
- 2026 Q2
- +6.6% QoQ
- Top 5 40.2%
Portfolio
top 5 40.2% · top 10 66.5%
- GOOGL - Alphabet · CL A 11.1%
- TSM - Taiwan Semiconductor 8.7%
- FWONK - Liberty Media Del 7.7%
- SCHW - Schwab Charles 6.6%
- COF - Capital One Finl 6.1%
- ELV - Elevance 5.9%
- ICLR - Icon Pub 5.5%
- GOOG - Alphabet · CL C 5.1%
- URI - Sunbelt Rentals 4.9%
- ICE - Intercontinental Exchange 4.9%
- MSA - Msa Safety 4.7%
- UNH - Unitedhealth Group 4.6%
- Other 24.2%
AUM over time
Latest book
| GOOGL - Alphabet · CL A | 11.09% | Reduce −5.8% | 1,994,274 | $357.37 | $713M | −123,370 | +$104M |
| TSM - Taiwan Semiconductor | 8.71% | Reduce −3.0% | 1,172,725 | $477.57 | $560M | −35,694 | +$152M |
| FWONK - Liberty Media Del | 7.73% | Reduce −2.5% | 5,223,453 | $95.14 | $497M | −133,715 | +$41M |
| SCHW - Schwab Charles | 6.56% | Reduce −3.0% | 4,571,355 | $92.27 | $422M | −143,425 | −$21M |
| COF - Capital One Finl | 6.11% | Reduce −3.1% | 1,956,084 | $200.62 | $392M | −61,723 | +$24M |
| ELV - Elevance | 5.89% | Reduce −29.4% | 979,598 | $386.73 | $379M | −408,370 | −$27M |
| ICLR - Icon Pub | 5.54% | Add +25.3% | 2,048,087 | $173.71 | $356M | +413,476 | +$175M |
| GOOG - Alphabet · CL C | 5.08% | Reduce −2.7% | 924,866 | $353.33 | $327M | −25,528 | +$54M |
| URI - Sunbelt Rentals | 4.96% | Reduce −22.4% | 4,261,163 | $74.81 | $319M | −1,227,098 | −$38M |
| ICE - Intercontinental Exchange | 4.90% | Reduce −3.0% | 2,560,747 | $123.11 | $315M | −78,625 | −$100M |
| MSA - Msa Safety | 4.68% | Reduce −3.1% | 1,721,415 | $174.58 | $301M | −54,867 | +$9M |
| UNH - Unitedhealth Group | 4.56% | Reduce −3.1% | 705,554 | $415.63 | $293M | −22,853 | +$96M |
| TECH - Bio-Techne | 3.68% | Reduce −1.3% | 3,348,841 | $70.65 | $237M | −43,160 | +$59M |
| ROP - Roper Technologies | 3.55% | New | 674,902 | $338.39 | $228M | +674,902 | +$228M |
| ALGN - Align Technology | 3.07% | Reduce −2.9% | 1,171,455 | $168.66 | $198M | −35,080 | −$9M |
| SAP - Sap Se | 2.96% | Add +64.9% | 1,236,546 | $154.11 | $191M | +486,637 | +$62M |
| ZTS - Zoetis · CL A | 2.63% | Reduce −3.0% | 2,353,300 | $71.86 | $169M | −71,710 | −$118M |
| BRK.B - Berkshire Hathaway · CL B | 2.34% | Reduce −3.1% | 300,672 | $500.39 | $150M | −9,716 | +$2M |
| ACN - Accenture Ireland · CLASS A | 1.75% | Reduce −2.8% | 901,848 | $124.44 | $112M | −26,356 | −$72M |
| META - Meta Platforms · CL A | 1.35% | Reduce −23.3% | 154,291 | $563.29 | $87M | −46,856 | −$28M |
| BRK.A - Berkshire Hathaway · CL A | 1.20% | Reduce −6.4% | 103 | $748,850 | $77M | −7 | −$2M |
| FWONA - Liberty Media Del | 0.95% | Reduce −3.9% | 695,720 | $87.54 | $61M | −28,122 | +$4M |
| AMTM - Amentum | 0.17% | Reduce −66.9% | 537,213 | $20.67 | $11M | −1,085,769 | −$31M |
| LBRDA - Liberty Broadband | 0.16% | Reduce −73.9% | 303,309 | $33.26 | $10M | −860,139 | −$48M |
| CACC - Credit Accep Mich | 0.05% | Reduce −96.4% | 5,279 | $636.74 | $3M | −140,924 | −$59M |
| MU - Micron Technology | 0.04% | Hold | 2,162 | $1,154 | $2M | — | — |
| LBRDA - Liberty Broadband | 0.04% | Reduce −67.0% | 73,945 | $33.28 | $2M | −149,815 | −$9M |
| GLIBK - Liberty Cap | 0.04% | Reduce −77.5% | 114,119 | $21.56 | $2M | −392,608 | −$16M |
| EQH - Equitable | 0.03% | Reduce −0.4% | 40,310 | $43.88 | $2M | −149 | +$267K |
| GPI - Group 1 Automotive | 0.02% | Add +21.7% | 4,884 | $291.17 | $1M | +871 | +$95K |
| VTI - Vanguard Index Fds | 0.02% | Add +8.2% | 2,973 | $370.04 | $1M | +225 | +$219K |
| LAD - Lithia Mtrs | 0.01% | Reduce −1.8% | 2,933 | $290.49 | $852K | −55 | +$106K |
| J - Jacobs Solutions | 0.01% | Reduce −0.7% | 6,244 | $126.00 | $787K | −44 | −$14K |
| GLIBA - Liberty Cap | 0.01% | Reduce −77.9% | 28,162 | $21.90 | $617K | −99,386 | −$4M |
| NFLX - Netflix | 0.01% | Hold | 8,091 | $71.40 | $578K | — | — |
| VXUS - Vanguard Star Fds | 0.01% | Add +8.6% | 6,420 | $85.49 | $549K | +508 | +$93K |
| GMED - Globus Med · CL A | 0.01% | Hold | 6,008 | $79.01 | $475K | — | — |
| SDHC - Smith Douglas Homes · CL A | 0.01% | Add +88.2% | 27,275 | $15.54 | $424K | +12,785 | +$238K |
| COPA SA · CL A | 0.01% | Hold | 2,555 | $155.57 | $397K | — | — |
| KSPI - Kaspi Kz Jsc | 0.01% | Reduce −3.6% | 3,934 | $86.64 | $341K | −149 | +$38K |
| AXP - American Express | 0.00% | Hold | 932 | $338.25 | $315K | — | — |
| AAPL - Apple | 0.00% | Hold | 961 | $289.36 | $278K | — | — |
| MSFT - Microsoft | 0.00% | Hold | 737 | $373.02 | $275K | — | — |
| SBGI - Sinclair · CL A | 0.00% | Hold | 17,959 | $14.25 | $256K | — | — |
| DG - Dollar Gen | 0.00% | Hold | 2,188 | $115.11 | $252K | — | — |
| FERG - Ferguson Enterprises | 0.00% | Hold | 1,000 | $237.33 | $237K | — | — |
| ATAI - Ataibeckley | 0.00% | Hold | 42,112 | $5.27 | $222K | — | — |
| CHTR - Charter Communications · CL A | 0.00% | Reduce −99.0% | 1,556 | $142.21 | $221K | −151,007 | −$33M |
| SPGI - S&P Global | 0.00% | Hold | 531 | $407.26 | $216K | — | — |
| STLA - Stellantis | 0.00% | Hold | 25,075 | $5.74 | $144K | — | — |
| RMNI - Rimini Str Del | 0.00% | Reduce −4.5% | 33,666 | $4.26 | $143K | −1,599 | +$28K |
Showing top 50 of 51 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 54 | $6.4B | +6.6% | 13F-HR | 8/13/2026 | 000091957426005176 |
| 2026 Q1 | 50 | $6B | −5.8% | 13F-HR | 5/15/2026 | 000091957426003132 |
| 2025 Q4 | 48 | $6.4B | +6.1% | 13F-HR | 2/13/2026 | 000091957426000775 |
| 2025 Q3 | 47 | $6B | +3.5% | 13F-HR | 11/14/2025 | 000091957425006759 |
| 2025 Q2 | 43 | $5.8B | +5.9% | 13F-HR | 8/14/2025 | 000091957425004628 |
| 2025 Q1 | 38 | $5.5B | −6.5% | 13F-HR | 5/15/2025 | 000091957425003038 |
| 2024 Q4 | 39 | $5.9B | −7.9% | 13F-HR | 2/14/2025 | 000091957425001168 |
| 2024 Q3 | 37 | $6.4B | −0.4% | 13F-HR | 11/14/2024 | 000091957424006465 |
| 2024 Q2 | 37 | $6.4B | −0.4% | 13F-HR | 8/14/2024 | 000091957424004556 |
| 2024 Q1 | 34 | $6.4B | +3.0% | 13F-HR | 5/15/2024 | 000091957424002995 |
| 2023 Q4 | 33 | $6.3B | +3.9% | 13F-HR | 2/14/2024 | 000091957424001097 |
| 2023 Q3 | 36 | $6B | −5.0% | 13F-HR | 11/14/2023 | 000091957423006181 |
| 2023 Q2 | 34 | $6.3B | +3.6% | 13F-HR | 8/14/2023 | 000091957423004553 |
| 2023 Q1 | 31 | $6.1B | −4.4% | 13F-HR | 5/15/2023 | 000091957423003116 |
| 2022 Q4 | 32 | $6.4B | −4.9% | 13F-HR | 2/13/2023 | 000091957423001107 |
| 2022 Q3 | 31 | $6.7B | −12.3% | 13F-HR | 11/14/2022 | 000091957422006611 |
| 2022 Q2 | 31 | $7.7B | −24.4% | 13F-HR | 8/15/2022 | 000091957422004968 |
| 2022 Q1 | 34 | $10.2B | −13.3% | 13F-HR | 5/13/2022 | 000091957422003202 |
| 2021 Q4 | 34 | $11.7B | +5.2% | 13F-HR | 2/14/2022 | 000091957422000966 |
| 2021 Q3 | 33 | $11.1B | — | 13F-HR | 11/15/2021 | 000091957421006870 |
About
Ruane, Cunniff & Goldfarb L.P.
20 processed 13Fs on this site · 2021 Q3–2026 Q2