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 filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registration
CRD
285971 · 801-111872
Portfolio Turnover
8%
Of book traded, QoQ
Positions
54
Long U.S. equities
Top 10 Concentration
67%
Of reported value
QoQ Change
$399.2M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$10.5B
Form ADV, as of Mar 2026
● 100% discretionary ($10.5B)
By client type
High-net-worth individuals: $3.9B (37.4%) · 1138 clients
High-net-worth individuals
$3.9B · 37%
Investment companies: $3.8B (36.0%) · 1 clients
Investment companies
$3.8B · 36%
Pension & profit-sharing plans: $1.8B (17.3%) · 11 clients
Pension & profit-sharing plans
$1.8B · 17%
Charitable organizations: $729M (6.9%) · 31 clients
Charitable organizations
$729M · 7%
Corporations: $259M (2.5%) · 32 clients
13F AUM over time
$6.4B
Q2 ’26 · 13F AUM
▼ 41%
34 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightGOOGLALPHABET INC · 11.1% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
ALPHABET INC
GOOGL· Communication Services
1.99MSH$712.7M~$357.37$348.06▼2.6%11.1%▼ 5.8%Reduced
TAIWAN SEMICONDUCTOR MANUFAC
TSM· Information Technology
1.17MSH$560.1M~$477.57$410.12▼14.1%8.7%▼ 3.0%Reduced
LIBERTY MEDIA CORP DEL
FWONK· Communication Services
5.22MSH$497.0M~$95.14$106.66▲12.1%7.7%▼ 2.5%Reduced
SCHWAB CHARLES CORP
SCHW· Financials
4.57MSH$421.8M~$92.27$113.65▲23.2%6.6%▼ 3.0%Reduced
CAPITAL ONE FINL CORP
COF· Financials
1.96MSH$392.4M~$200.62$216.27▲7.8%6.1%▼ 3.1%Reduced
ELEVANCE HEALTH INC FORMERLY
ELV· Health Care
980KSH$378.8M~$386.73$402.63▲4.1%5.9%▼ 29.4%Reduced
ICON PUB LTD CO
2.05MSH$355.8M~$173.71——5.5%▲ 25.3%Added
ALPHABET INC
GOOG· Communication Services
925KSH$326.8M~$353.33$344.59▼2.5%5.1%▼ 2.7%Reduced
SUNBELT RENTALS HOLDINGS INC
SUNB
4.26MSH$318.8M~$74.81$76.38▲2.1%5.0%▼ 22.4%Reduced
INTERCONTINENTAL EXCHANGE IN
ICE· Financials
2.56MSH$315.3M~$123.11$162.99▲32.4%4.9%▼ 3.0%Reduced
GOOGLALPHABET INCReduced
$712.7M· 11.1%· 1.99M SH· ▼ 5.8%· cost $357.37· last $348.06· ▼2.6%
Communication Services · CAP STK CL A · SOLE
TSMTAIWAN SEMICONDUCTOR MANUFACReduced
$560.1M· 8.7%· 1.17M SH· ▼ 3.0%· cost $477.57· last $410.12· ▼14.1%
Information Technology · SPONSORED ADS · SOLE
FWONKLIBERTY MEDIA CORP DELReduced
$497.0M· 7.7%· 5.22M SH· ▼ 2.5%· cost $95.14· last $106.66· ▲12.1%
Communication Services · COM LBTY ONE S C · SOLE
SCHWSCHWAB CHARLES CORPReduced
$421.8M· 6.6%· 4.57M SH· ▼ 3.0%· cost $92.27· last $113.65· ▲23.2%
Financials · COM · SOLE
COFCAPITAL ONE FINL CORPReduced
$392.4M· 6.1%· 1.96M SH· ▼ 3.1%· cost $200.62· last $216.27· ▲7.8%
Financials · COM · SOLE
ELVELEVANCE HEALTH INC FORMERLYReduced
$378.8M· 5.9%· 980K SH· ▼ 29.4%· cost $386.73· last $402.63· ▲4.1%
Health Care · COM · SOLE
ICON PUB LTD COAdded
$355.8M· 5.5%· 2.05M SH· ▲ 25.3%· cost $173.71
SHS · SOLE
GOOGALPHABET INCReduced
$326.8M· 5.1%· 925K SH· ▼ 2.7%· cost $353.33· last $344.59· ▼2.5%
Communication Services · CAP STK CL C · SOLE
SUNBSUNBELT RENTALS HOLDINGS INCReduced
$318.8M· 5.0%· 4.26M SH· ▼ 22.4%· cost $74.81· last $76.38· ▲2.1%
SHS · SOLE
ICEINTERCONTINENTAL EXCHANGE INReduced
$315.3M· 4.9%· 2.56M SH· ▼ 3.0%· cost $123.11· last $162.99· ▲32.4%
Financials · COM · SOLE
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Sector Breakdown
Q2 2026
Communication Services26.5% · $1.7B
Financials21.2% · $1.4B
Health Care19.9% · $1.3B
Unclassified12.3% · $789.2M
Information Technology11.7% · $753.8M
Industrials8.4% · $541.0M
Consumer Discretionary0.0% · $2.9M
Other0.0% · $252K
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