account_balance
Investment manager · 13F filer · SEC CIK 1720792
Ruane, Cunniff & Goldfarb L.P.
Reported value$6.43Bas of Jun 30, 2026
Positions54 4 new, 0 sold out
Top 10 weight66.6%GOOGL alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc
11.1%Trimmed −6%
TSMTaiwan Semiconductor Manufac
8.7%Trimmed −3%
FWONKLiberty Media Corp
7.7%Trimmed −2%
SCHWSchwab Charles Corp
6.6%Trimmed −3%
COFCapital One Finl Corp
6.1%Trimmed −3%
ELVElevance Health Inc Formerly
5.9%Trimmed −29%
ICLRIcon Pub Ltd Co
5.5%Added +25%
GOOGAlphabet Inc
5.1%Trimmed −3%
SUNBSunbelt Rentals Holdings Inc
5.0%Trimmed −22%
ICEIntercontinental Exchange In
4.9%Trimmed −3%
MSAMsa Safety Inc
4.7%Trimmed −3%
UNHUnitedhealth Group Inc
4.6%Trimmed −3%
GOOGLAlphabet Inc
11.1%Trimmed −6%
TSMTaiwan Semiconductor Manufac
8.7%Trimmed −3%
FWONK7.7%SCHW6.6%COF6.1%ELV5.9%ICLR5.5%GOOG5.1%SUNB5.0%ICE4.9%MSA4.7%UNH4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc 11.1% Trimmed −6%TSM Taiwan Semiconductor Manufac 8.7% Trimmed −3%FWONK Liberty Media Corp 7.7% Trimmed −2%SCHW Schwab Charles Corp 6.6% Trimmed −3%COF Capital One Finl Corp 6.1% Trimmed −3%ELV Elevance Health Inc Formerly 5.9% Trimmed −29%ICLR Icon Pub Ltd Co 5.5% Added +25%GOOG Alphabet Inc 5.1% Trimmed −3%SUNB Sunbelt Rentals Holdings Inc 5.0% Trimmed −22%ICE Intercontinental Exchange In 4.9% Trimmed −3%MSA Msa Safety Inc 4.7% Trimmed −3%UNH Unitedhealth Group Inc 4.6% Trimmed −3%
What changed