Ruane, Cunniff & Goldfarb L.P.
CIK 1720792
13F filing for Q2 2026・No. 766
- Holdings
- US$6.43B
- Quarter change
- +US$399.22M
- Entries
- 54
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
54 stocks worth US$6.43B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGLAlphabetCAP STK CL A | — | 1,994,274 | US$712.69M | 11.09% |
| TSMTSMC ADRSPONSORED ADS | — | 1,172,725 | US$560.06M | 8.71% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | — | 5,223,453 | US$496.96M | 7.73% |
| SCHWSCHWAB CHARLES CORPCOM | — | 4,571,355 | US$421.8M | 6.56% |
| COFCAPITAL ONE FINL CORPCOM | — | 1,956,084 | US$392.43M | 6.11% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | — | 979,598 | US$378.84M | 5.89% |
| ICON PUB LTD COSHS | — | 2,048,087 | US$355.77M | 5.54% |
| GOOGALPHABET INCCAP STK CL C | — | 924,866 | US$326.78M | 5.08% |
| SUNBSUNBELT RENTALS HOLDINGS INCSHS | — | 4,261,163 | US$318.78M | 4.96% |
| ICEINTERCONTINENTAL EXCHANGE INCOM | — | 2,560,747 | US$315.25M | 4.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.