Ruane, Cunniff & Goldfarb L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Ruane, Cunniff & Goldfarb L.P. reported 54 stock positions worth $6.4 billion. Its top holding was Alphabet Class A (GOOGL) at 11.1% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 8.7%) and Liberty Media Class C (FWONK, 7.7%). Compared with Q1 2026, it opened 4 new positions, added to 6 and reduced 31. The biggest buy was a new position in Roper Technologies (ROP) and the biggest sale Zoetis (ZTS, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001720792
- Portfolio Value
- $6.4B (Q2 2026)
- SEC Filing
- 0000919574-26-005176 ↗ filed Aug 14, 2026
Holdings Value
Holdings 54 stocks · $6.4B
| GOOGL Alphabet Inc. Class A | 11.09% | 1,994,274 | $712.7M | Reduce -5.8% |
| TSM Taiwan Semiconductor-SP ADR | 8.71% | 1,172,725 | $560.1M | Reduce -3.0% |
| FWONK Liberty Media Corp. Class C | 7.73% | 5,223,453 | $497.0M | Reduce -2.5% |
| SCHW Schwab (charles) Corp. | 6.56% | 4,571,355 | $421.8M | Reduce -3.0% |
| COF Capital One Financial Corp. | 6.11% | 1,956,084 | $392.4M | Reduce -3.1% |
| ELV Elevance Health Inc. | 5.89% | 979,598 | $378.8M | Reduce -29.4% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 5.54% | 2,048,087 | $355.8M | Add +25.3% |
| GOOG Alphabet Inc. Class C | 5.08% | 924,866 | $326.8M | Reduce -2.7% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.96% | 4,261,163 | $318.8M | Reduce -22.4% |
| ICE Intercontinental Exchange Inc. | 4.90% | 2,560,747 | $315.3M | Reduce -3.0% |
| MSA Msa Safety Inc. | 4.68% | 1,721,415 | $300.5M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 4.56% | 705,554 | $293.2M | Reduce -3.1% |
| TECH Bio-Techne Corp. | 3.68% | 3,348,841 | $236.6M | Reduce -1.3% |
| ROP Roper Technologies Inc. | 3.55% | 674,902 | $228.4M | New |
| ALGN Align Technology Inc. | 3.07% | 1,171,455 | $197.6M | Reduce -2.9% |
| SAP Sap SE-Sponsored ADR | 2.96% | 1,236,546 | $190.6M | Add +64.9% |
| ZTS Zoetis Inc. | 2.63% | 2,353,300 | $169.1M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.34% | 300,672 | $150.5M | Reduce -3.1% |
| ACN Accenture PLC Class A | 1.75% | 901,848 | $112.2M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 1.35% | 154,291 | $86.9M | Reduce -23.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.20% | 103 | $77.1M | Reduce -6.4% |
| FWONA Liberty Media Corp. Class A | 0.95% | 695,720 | $60.9M | Reduce -3.9% |
| AMTM Amentum Holdings Inc. | 0.17% | 537,213 | $11.1M | Reduce -66.9% |
| LBRDK Liberty Broadband-C | 0.16% | 303,309 | $10.1M | Reduce -73.9% |
| CACC Credit Acceptance Corp. | 0.05% | 5,279 | $3.4M | Reduce -96.4% |
| MU Micron Technology Inc. | 0.04% | 2,162 | $2.5M | No change |
| LBRDA Liberty Broadband-A | 0.04% | 73,945 | $2.5M | Reduce -67.0% |
| GLIBK Liberty Capital Corp. Class C | 0.04% | 114,119 | $2.5M | Reduce -77.5% |
| EQH Equitable Holdings Inc. | 0.03% | 40,310 | $1.8M | Reduce -0.4% |
| GPI Group 1 Automotive Inc. | 0.02% | 4,884 | $1.4M | Add +21.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 2,973 | $1.1M | Add +8.2% |
| LAD Lithia Motors Inc. | 0.01% | 2,933 | $852K | Reduce -1.8% |
| J Jacobs Solutions Inc. | 0.01% | 6,244 | $787K | Reduce -0.7% |
| GLIBA Liberty Capital Corp. | 0.01% | 28,162 | $617K | Reduce -77.9% |
| NFLX Netflix Inc. | 0.01% | 8,091 | $578K | No change |
| VXUS Vanguard Total Intl Stock | 0.01% | 6,420 | $549K | Add +8.6% |
| GMED Globus Medical Inc. Class A | 0.01% | 6,008 | $475K | No change |
| SDHC Smith Douglas Homes Corp. | 0.01% | 27,275 | $424K | Add +88.2% |
| CPA Copa Holdings SA Class A | 0.01% | 2,555 | $397K | No change |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 0.01% | 3,934 | $341K | Reduce -3.6% |
| AXP American Express Co. | 0.00% | 932 | $315K | No change |
| AAPL Apple Inc. | 0.00% | 961 | $278K | No change |
| MSFT Microsoft Corp. | 0.00% | 737 | $275K | No change |
| SBGI Sinclair Inc. | 0.00% | 17,959 | $256K | No change |
| DG Dollar General Corp. | 0.00% | 2,188 | $252K | No change |
| FERG Ferguson Enterprises Inc. | 0.00% | 1,000 | $237K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 1,426 | $224K | New |
| ATAI Ataibeckley Inc. | 0.00% | 42,112 | $222K | No change |
| CHTR Charter Communications Inc. Class A | 0.00% | 1,556 | $221K | Reduce -99.0% |
| HGV Hilton Grand Vacations Inc. | 0.00% | 4,189 | $219K | New |
| SPGI S&P Global Inc. | 0.00% | 531 | $216K | No change |
| BAC Bank of America Corp. | 0.00% | 3,625 | $207K | New |
| STLA Stellantis NV | 0.00% | 25,075 | $144K | No change |
| RMNI Rimini Street Inc. | 0.00% | 33,666 | $143K | Reduce -4.5% |
Portfolio Sells Q1 2026 → Q2 2026
| ZTS Zoetis Inc. | Reduce -3.0% | 2.63% | −2.12 |
| ICE Intercontinental Exchange Inc. | Reduce -3.0% | 4.90% | −1.98 |
| ACN Accenture PLC Class A | Reduce -2.8% | 1.75% | −1.31 |
| CACC Credit Acceptance Corp. | Reduce -96.4% | 0.05% | −0.97 |
| SUNB Sunbelt Rentals Holdings Inc. | Reduce -22.4% | 4.96% | −0.97 |
| ELV Elevance Health Inc. | Reduce -29.4% | 5.89% | −0.85 |
| LBRDK Liberty Broadband-C | Reduce -73.9% | 0.16% | −0.81 |
| SCHW Schwab (charles) Corp. | Reduce -3.0% | 6.56% | −0.79 |
| META Meta Platforms Inc. Class A | Reduce -23.3% | 1.35% | −0.56 |
| CHTR Charter Communications Inc. Class A | Reduce -99.0% | 0.00% | −0.54 |
| AMTM Amentum Holdings Inc. | Reduce -66.9% | 0.17% | −0.53 |
| ALGN Align Technology Inc. | Reduce -2.9% | 3.07% | −0.36 |
| GLIBK Liberty Capital Corp. Class C | Reduce -77.5% | 0.04% | −0.27 |
| MSA Msa Safety Inc. | Reduce -3.1% | 4.68% | −0.16 |
| LBRDA Liberty Broadband-A | Reduce -67.0% | 0.04% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.1% | 2.34% | −0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -6.4% | 1.20% | −0.11 |
| GLIBA Liberty Capital Corp. | Reduce -77.9% | 0.01% | −0.07 |
| J Jacobs Solutions Inc. | Reduce -0.7% | 0.01% | −0.00 |
| COF Capital One Financial Corp. | Reduce -3.1% | 6.11% | −0.00 |
| KSPI JSC Kaspi.kz ADR | Reduce -3.6% | 0.01% | +0.00 |
| RMNI Rimini Street Inc. | Reduce -4.5% | 0.00% | +0.00 |
| LAD Lithia Motors Inc. | Reduce -1.8% | 0.01% | +0.00 |
| EQH Equitable Holdings Inc. | Reduce -0.4% | 0.03% | +0.00 |
| FWONA Liberty Media Corp. Class A | Reduce -3.9% | 0.95% | +0.01 |
| FWONK Liberty Media Corp. Class C | Reduce -2.5% | 7.73% | +0.18 |
| GOOG Alphabet Inc. Class C | Reduce -2.7% | 5.08% | +0.56 |
| TECH Bio-Techne Corp. | Reduce -1.3% | 3.68% | +0.74 |
| GOOGL Alphabet Inc. Class A | Reduce -5.8% | 11.09% | +0.99 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 4.56% | +1.29 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.0% | 8.71% | +1.94 |
Portfolio Buys Q1 2026 → Q2 2026
| ROP Roper Technologies Inc. | New | 3.55% | +3.55 |
| ICLR Icon PLC | Add +25.3% | 5.54% | +2.53 |
| SAP Sap SE-Sponsored ADR | Add +64.9% | 2.96% | +0.83 |
| SDHC Smith Douglas Homes Corp. | Add +88.2% | 0.01% | +0.00 |
| VT Vanguard Tot World STK ETF | New | 0.00% | +0.00 |
| HGV Hilton Grand Vacations Inc. | New | 0.00% | +0.00 |
| BAC Bank of America Corp. | New | 0.00% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.2% | 0.02% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +8.6% | 0.01% | +0.00 |
| GPI Group 1 Automotive Inc. | Add +21.7% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $6.4B | GOOGL, TSM, FWONK, SCHW, COF |
| Q1 2026 | 50 | $6.0B | GOOGL, FWONK, SCHW, ICE, TSM |
| Q4 2025 | 48 | $6.4B | GOOGL, SCHW, FWONK, COF, ELV |
| Q3 2025 | 47 | $6.0B | SCHW, FWONK, GOOGL, TSM, ELV |
| Q2 2025 | 43 | $5.8B | SCHW, FWONK, ICE, COF, TSM |
| Q1 2025 | 38 | $5.5B | SCHW, FWONK, ELV, ICE, UNH |
| Q4 2024 | 39 | $5.9B | ICE, FWONK, SCHW, GOOGL, UNH |
| Q3 2024 | 37 | $6.4B | ICE, UNH, ELV, TSM, SCHW |
| Q2 2024 | 37 | $6.4B | ICE, SCHW, ELV, TSM, GOOGL |
| Q1 2024 | 34 | $6.4B | ICE, SCHW, ELV, UNH, TSM |