13F Filings/Ruane, Cunniff & Goldfarb L.P.

Ruane, Cunniff & Goldfarb L.P.

Hedge FundCIK0001720792LocationNEW YORK, NY 10111, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Firm profile · Form ADV
SEC adviser registration
CRD
285971 · 801-111872
Portfolio Turnover
12%
Of book traded, QoQ
Positions
50
Long U.S. equities
Top 10 Concentration
67%
Of reported value
QoQ Change
$-374.2M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$9.7B
Form ADV, as of Oct 2024
● 100% discretionary ($9.7B)
By client type
Investment companies: $3.2B (33.6%) · 1 clients
Investment companies
$3.2B · 34%
High-net-worth individuals: $3.2B (32.7%) · 1151 clients
High-net-worth individuals
$3.2B · 33%
Pension & profit-sharing plans: $2.0B (20.6%) · 17 clients
Pension & profit-sharing plans
$2.0B · 21%
Charitable organizations: $719M (7.4%) · 36 clients
Charitable organizations
$719M · 7%
Corporations: $543M (5.6%) · 39 clients
Corporations
$543M · 6%
13F AUM over time
$6.0B
Q1 ’26 · 13F AUM
▼ 45%
33 quarters
Sector Breakdown
Latest filing
Communication Services27.1% · $1.6B
Financials25.2% · $1.5B
Health Care21.1% · $1.3B
Unclassified12.0% · $724.0M
Information Technology8.9% · $538.1M
Industrials5.6% · $334.6M
Consumer Discretionary0.0% · $2.3M
Other0.0% · $260K
Reported Holdings
Q1 2026 · sign up free for past quarters
↗
★ Position spotlightGOOGLALPHABET INC · 10.1% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
ALPHABET INC
GOOGL· Communication Services
2.12MSH$608.9M~$287.56$337.39▲17.3%10.1%▼ 2.6%Reduced
LIBERTY MEDIA CORP DEL
FWONK· Communication Services
5.36MSH$455.5M~$85.02$92.17▲8.4%7.6%▼ 2.4%Reduced
SCHWAB CHARLES CORP
SCHW· Financials
4.71MSH$443.1M~$93.98$90.67▼3.5%7.4%▼ 15.7%Reduced
INTERCONTINENTAL EXCHANGE IN
ICE· Financials
2.64MSH$415.1M~$157.28$123.86▼21.2%6.9%▼ 2.4%Reduced
TAIWAN SEMICONDUCTOR MANUFAC
TSM· Information Technology
1.21MSH$408.4M~$337.95$432.35▲27.9%6.8%▼ 15.0%Reduced
ELEVANCE HEALTH INC FORMERLY
ELV· Health Care
1.39MSH$406.3M~$292.75$395.18▲35.0%6.7%▼ 2.4%Reduced
CAPITAL ONE FINL CORP
COF· Financials
2.02MSH$368.1M~$182.43$204.00▲11.8%6.1%▼ 2.4%Reduced
SUNBELT RENTALS HOLDINGS INC
SUNB
5.49MSH$357.2M~$65.09$74.07▲13.8%5.9%NewNew
MSA SAFETY INC
MSA· Industrials
1.78MSH$291.2M~$163.95$170.46▲4.0%4.8%▼ 2.0%Reduced
ZOETIS INC
ZTS· Health Care
2.43MSH$286.7M~$118.21$76.09▼35.6%4.8%NewNew
ALPHABET INC
GOOG· Communication Services
950KSH$272.6M~$286.86$334.69▲16.7%4.5%▼ 16.8%Reduced
ALIGN TECHNOLOGY INC
ALGN· Health Care
1.21MSH$206.8M~$171.43$178.43▲4.1%3.4%▼ 1.3%Reduced
UNITEDHEALTH GROUP INC
UNH· Health Care
728KSH$197.1M~$270.59$427.89▲58.1%3.3%▼ 2.4%Reduced
ACCENTURE PLC IRELAND
928KSH$184.1M~$198.29——3.1%▼ 1.6%Reduced
ICON PLC
1.63MSH$180.9M~$110.66——3.0%▼ 2.7%Reduced
BIO-TECHNE CORP
TECH· Health Care
3.39MSH$177.3M~$52.26$71.00▲35.9%2.9%▲ 131.4%Added
BERKSHIRE HATHAWAY INC DEL
BRK/B· Financials
310KSH$148.7M~$479.20$498.66▲4.1%2.5%▼ 1.8%Reduced
SAP SE
SAP· Information Technology
750KSH$128.4M~$171.21$155.09▼9.4%2.1%▲ 1532.8%Added
META PLATFORMS INC
META· Communication Services
201KSH$115.1M~$572.13$550.25▼3.8%1.9%▼ 15.8%Reduced
BERKSHIRE HATHAWAY INC DEL
BRK/A· Financials
110SH$79.0M~$718140.00$745140.03▲3.8%1.3%▼ 4.3%Reduced
GOOGLALPHABET INCReduced
$608.9M· 10.1%· 2.12M SH· ▼ 2.6%· cost $287.56· last $337.39· ▲17.3%
Communication Services · CAP STK CL A · SOLE
FWONKLIBERTY MEDIA CORP DELReduced
$455.5M· 7.6%· 5.36M SH· ▼ 2.4%· cost $85.02· last $92.17· ▲8.4%
Communication Services · COM LBTY ONE S C · SOLE
SCHWSCHWAB CHARLES CORPReduced
$443.1M· 7.4%· 4.71M SH· ▼ 15.7%· cost $93.98· last $90.67· ▼3.5%
Financials · COM · SOLE
ICEINTERCONTINENTAL EXCHANGE INReduced
$415.1M· 6.9%· 2.64M SH· ▼ 2.4%· cost $157.28· last $123.86· ▼21.2%
Financials · COM · SOLE
TSMTAIWAN SEMICONDUCTOR MANUFACReduced
$408.4M· 6.8%· 1.21M SH· ▼ 15.0%· cost $337.95· last $432.35· ▲27.9%
Information Technology · SPONSORED ADS · SOLE
ELVELEVANCE HEALTH INC FORMERLYReduced
$406.3M· 6.7%· 1.39M SH· ▼ 2.4%· cost $292.75· last $395.18· ▲35.0%
Health Care · COM · SOLE
COFCAPITAL ONE FINL CORPReduced
$368.1M· 6.1%· 2.02M SH· ▼ 2.4%· cost $182.43· last $204.00· ▲11.8%
Financials · COM · SOLE
SUNBSUNBELT RENTALS HOLDINGS INCNew
$357.2M· 5.9%· 5.49M SH· New· cost $65.09· last $74.07· ▲13.8%
SHS · SOLE
MSAMSA SAFETY INCReduced
$291.2M· 4.8%· 1.78M SH· ▼ 2.0%· cost $163.95· last $170.46· ▲4.0%
Industrials · COM · SOLE
ZTSZOETIS INCNew
$286.7M· 4.8%· 2.43M SH· New· cost $118.21· last $76.09· ▼35.6%
Health Care · CL A · SOLE
GOOGALPHABET INCReduced
$272.6M· 4.5%· 950K SH· ▼ 16.8%· cost $286.86· last $334.69· ▲16.7%
Communication Services · CAP STK CL C · SOLE
ALGNALIGN TECHNOLOGY INCReduced
$206.8M· 3.4%· 1.21M SH· ▼ 1.3%· cost $171.43· last $178.43· ▲4.1%
Health Care · COM · SOLE
UNHUNITEDHEALTH GROUP INCReduced
$197.1M· 3.3%· 728K SH· ▼ 2.4%· cost $270.59· last $427.89· ▲58.1%
Health Care · COM · SOLE
ACCENTURE PLC IRELANDReduced
$184.1M· 3.1%· 928K SH· ▼ 1.6%· cost $198.29
SHS CLASS A · SOLE
ICON PLCReduced
$180.9M· 3.0%· 1.63M SH· ▼ 2.7%· cost $110.66
SHS · SOLE
TECHBIO-TECHNE CORPAdded
$177.3M· 2.9%· 3.39M SH· ▲ 131.4%· cost $52.26· last $71.00· ▲35.9%
Health Care · COM · SOLE
BRK/BBERKSHIRE HATHAWAY INC DELReduced
$148.7M· 2.5%· 310K SH· ▼ 1.8%· cost $479.20· last $498.66· ▲4.1%
Financials · CL B NEW · SOLE
SAPSAP SEAdded
$128.4M· 2.1%· 750K SH· ▲ 1532.8%· cost $171.21· last $155.09· ▼9.4%
Information Technology · SPON ADR · SOLE
METAMETA PLATFORMS INCReduced
$115.1M· 1.9%· 201K SH· ▼ 15.8%· cost $572.13· last $550.25· ▼3.8%
Communication Services · CL A · SOLE
BRK/ABERKSHIRE HATHAWAY INC DELReduced
$79.0M· 1.3%· 110 SH· ▼ 4.3%· cost $718140.00· last $745140.03· ▲3.8%
Financials · CL A · SOLE
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