§ 13F · FUND PROFILE
Ruane, Cunniff & Goldfarb L.P..
AUM · $6.0B (13F)Positions · 47Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$229M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.99M | $713M | 11.1% | −6% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.17M | $560M | 8.7% | −3% |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | 5.22M | $497M | 7.7% | −2% |
| 4 | SCHW | SCHWAB CHARLES CORP | 4.57M | $422M | 6.6% | −3% |
| 5 | COF | CAPITAL ONE FINL CORP | 1.96M | $392M | 6.1% | −3% |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | 980K | $379M | 5.9% | −29% |
| 7 | ICLR | ICON PUB LTD CO | 2.05M | $356M | 5.5% | +25% |
| 8 | GOOG | ALPHABET INC | 925K | $327M | 5.1% | −3% |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | 4.26M | $319M | 5.0% | −22% |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.56M | $315M | 4.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RUANE, SIGNAL
AC read
Ruane, Cunniff & Goldfarb L.P. is a Other fund managing $6.0 billion in assets. The fund runs a portfolio of 47 positions.
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