Ruane, Cunniff & Goldfarb L.P. — 13F Holdings & Portfolio
CIK 1720792 · latest 13F-HR filed 2026-05-15
Ruane, Cunniff & Goldfarb L.P. manages $6.03B in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOGL (10.10%), FWONK (7.56%), SCHW (7.35%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 6, and trimmed 35.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$6.03B
Long-equity book
50
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −2 / ↑6 / ↓35
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SAP SE$117.2M +1050.9%
- BIO-TECHNE CORP$91.1M +105.6%
- ALIGN TECHNOLOGY INC$15.9M +8.3%
- NETFLIX INC.$288.5K +59.0%
- MICRON TECHNOLOGY INC$113.4K +18.4%
Top Trims
- CREDIT ACCEP CORP MICH-$175.8M -74.0%
- CAPITAL ONE FINL CORP-$133.1M -26.6%
- ICON PLC-$125.2M -40.9%
- SCHWAB CHARLES CORP-$115.9M -20.7%
- ELEVANCE HEALTH INC FORMERLY-$92.3M -18.5%
New Positions
- SUNBELT RENTALS HOLDINGS INC$357.2M
- ZOETIS INC$286.7M
- GLOBUS MED INC$517.6K
- ATAIBECKLEY INC$149.1K
Exited Positions
- INVESCO EXCHANGE TRADED FD T$439.3K
- VANGUARD INTL EQUITY INDEX F$201.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $608.9M | 10.10% | 2,117,644 | SH |
| 2 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $455.5M | 7.56% | 5,357,168 | SH |
| 3 | SCHWAB CHARLES CORP | SCHW | 808513105 | $443.1M | 7.35% | 4,714,780 | SH |
| 4 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $415.1M | 6.89% | 2,639,372 | SH |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $408.4M | 6.77% | 1,208,419 | SH |
| 6 | ELEVANCE HEALTH INC FORMERLY | ELV | 036752103 | $406.3M | 6.74% | 1,387,968 | SH |
| 7 | CAPITAL ONE FINL CORP | COF | 14040H105 | $368.1M | 6.11% | 2,017,807 | SH |
| 8 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $357.2M | 5.93% | 5,488,261 | SH |
| 9 | MSA SAFETY INC | MSA | 553498106 | $291.2M | 4.83% | 1,776,282 | SH |
| 10 | ZOETIS INC | ZTS | 98978V103 | $286.7M | 4.76% | 2,425,010 | SH |
| 11 | ALPHABET INC | GOOG | 02079K107 | $272.6M | 4.52% | 950,394 | SH |
| 12 | ALIGN TECHNOLOGY INC | ALGN | 016255101 | $206.8M | 3.43% | 1,206,535 | SH |
| 13 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $197.1M | 3.27% | 728,407 | SH |
| 14 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $184.1M | 3.05% | 928,204 | SH |
| 15 | ICON PLC | ICLR | G4705A100 | $180.9M | 3.00% | 1,634,611 | SH |
| 16 | BIO-TECHNE CORP | TECH | 09073M104 | $177.3M | 2.94% | 3,392,001 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $148.7M | 2.47% | 310,388 | SH |
| 18 | SAP SE | SAP | 803054204 | $128.4M | 2.13% | 749,909 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $115.1M | 1.91% | 201,147 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $79.0M | 1.31% | 110 | SH |
| 21 | CREDIT ACCEP CORP MICH | CACC | 225310101 | $61.9M | 1.03% | 146,203 | SH |
| 22 | LIBERTY BROADBAND CORP | LBRDK | 530307305 | $58.5M | 0.97% | 1,163,448 | SH |
| 23 | LIBERTY MEDIA CORP DEL | FWONA | 531229771 | $56.5M | 0.94% | 723,842 | SH |
| 24 | AMENTUM HOLDINGS INC | AMTM | 023939101 | $42.3M | 0.70% | 1,622,982 | SH |
| 25 | CHARTER COMMUNICATIONS INC | CHTR | 16119P108 | $32.9M | 0.55% | 152,563 | SH |
| 26 | GCI LIBERTY INC | GLIBK | 36164V800 | $18.9M | 0.31% | 506,727 | SH |
| 27 | LIBERTY BROADBAND CORP | LBRDA | 530307107 | $11.2M | 0.19% | 223,760 | SH |
| 28 | GCI LIBERTY INC | GLIBA | 36164V602 | $4.7M | 0.08% | 127,548 | SH |
| 29 | EQUITABLE HLDGS INC | EQH | 29452E101 | $1.5M | 0.02% | 40,459 | SH |
| 30 | GROUP 1 AUTOMOTIVE INC | GPI | 398905109 | $1.3M | 0.02% | 4,013 | SH |
| 31 | VANGUARD INDEX FDS | VTI | 922908769 | $881.6K | 0.01% | 2,748 | SH |
| 32 | JACOBS SOLUTIONS INC | J | 46982L108 | $800.3K | 0.01% | 6,288 | SH |
| 33 | NETFLIX INC. | NFLX | 64110L106 | $778.0K | 0.01% | 8,091 | SH |
| 34 | LITHIA MTRS INC | LAD | 536797103 | $746.2K | 0.01% | 2,988 | SH |
| 35 | MICRON TECHNOLOGY INC | MU | 595112103 | $730.4K | 0.01% | 2,162 | SH |
| 36 | GLOBUS MED INC | GMED | 379577208 | $517.6K | 0.01% | 6,008 | SH |
| 37 | VANGUARD STAR FDS | VXUS | 921909768 | $455.9K | 0.01% | 5,912 | SH |
| 38 | KASPI KZ JSC | KSPI | 48581R205 | $302.4K | 0.01% | 4,083 | SH |
| 39 | COPA HOLDINGS SA | CPA | P31076105 | $290.3K | 0.00% | 2,555 | SH |
| 40 | AMERICAN EXPRESS CO | AXP | 025816109 | $281.9K | 0.00% | 932 | SH |
| 41 | MICROSOFT CORP | MSFT | 594918104 | $272.8K | 0.00% | 737 | SH |
| 42 | DOLLAR GEN CORP | DG | 256677105 | $259.8K | 0.00% | 2,188 | SH |
| 43 | APPLE INC | AAPL | 037833100 | $243.9K | 0.00% | 961 | SH |
| 44 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $233.3K | 0.00% | 1,000 | SH |
| 45 | SINCLAIR INC | SBGI | 829242106 | $232.4K | 0.00% | 17,959 | SH |
| 46 | S&P GLOBAL INC | SPGI | 78409V104 | $225.9K | 0.00% | 531 | SH |
| 47 | SMITH DOUGLAS HOMES CORP | SDHC | 83207R107 | $185.5K | 0.00% | 14,490 | SH |
| 48 | STELLANTIS N.V | STLA | N82405106 | $177.8K | 0.00% | 25,075 | SH |
| 49 | ATAIBECKLEY INC | ATAI | 04650F101 | $149.1K | 0.00% | 42,112 | SH |
| 50 | RIMINI STR INC DEL | RMNI | 76674Q107 | $115.7K | 0.00% | 35,265 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $6.03B | 50 | 0000919574-26-003132 |
| 2025-12-31 | 2026-02-13 | $6.40B | 48 | 0000919574-26-000775 |
| 2025-09-30 | 2025-11-14 | $6.04B | 47 | 0000919574-25-006759 |