Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ruane, Cunniff & Goldfarb L.P. (CIK 1720792) reported $6.03B across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($608.9M, 10.10%), FWONK ($455.5M, 7.56%), SCHW ($443.1M, 7.35%), ICE ($415.1M, 6.89%), TSM ($408.4M, 6.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $608.9M | 10.10% | 2.1M | Trimmed |
| 2 | FWONK | LIBERTY MEDIA CORP DEL | $455.5M | 7.56% | 5.4M | Trimmed |
| 3 | SCHW | SCHWAB CHARLES CORP | $443.1M | 7.35% | 4.7M | Trimmed |
| 4 | ICE | INTERCONTINENTAL EXCHANGE IN | $415.1M | 6.89% | 2.6M | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $408.4M | 6.77% | 1.2M | Trimmed |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $406.3M | 6.74% | 1.4M | Trimmed |
| 7 | COF | CAPITAL ONE FINL CORP | $368.1M | 6.11% | 2.0M | Trimmed |
| 8 | SUNBELT RENTALS HOLDINGS INC | $357.2M | 5.93% | 5.5M | New | |
| 9 | MSA | MSA SAFETY INC | $291.2M | 4.83% | 1.8M | Trimmed |
| 10 | ZTS | ZOETIS INC | $286.7M | 4.76% | 2.4M | New |
| 11 | GOOG | ALPHABET INC | $272.6M | 4.52% | 950,394 | Trimmed |
| 12 | ALGN | ALIGN TECHNOLOGY INC | $206.8M | 3.43% | 1.2M | Trimmed |
| 13 | UNH | UNITEDHEALTH GROUP INC | $197.1M | 3.27% | 728,407 | Trimmed |
| 14 | ACN | ACCENTURE PLC IRELAND | $184.1M | 3.05% | 928,204 | Trimmed |
| 15 | ICLR | ICON PLC | $180.9M | 3.00% | 1.6M | Trimmed |
| 16 | TECH | BIO-TECHNE CORP | $177.3M | 2.94% | 3.4M | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.7M | 2.47% | 310,388 | Trimmed |
| 18 | SAP | SAP SE | $128.4M | 2.13% | 749,909 | Added |
| 19 | META | META PLATFORMS INC | $115.1M | 1.91% | 201,147 | Trimmed |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $79.0M | 1.31% | 110 | Trimmed |
| 21 | CACC | CREDIT ACCEP CORP MICH | $61.9M | 1.03% | 146,203 | Trimmed |
| 22 | LBRDK | LIBERTY BROADBAND CORP | $58.5M | 0.97% | 1.2M | Trimmed |
| 23 | FWONA | LIBERTY MEDIA CORP DEL | $56.5M | 0.94% | 723,842 | Trimmed |
| 24 | AMTM | AMENTUM HOLDINGS INC | $42.3M | 0.70% | 1.6M | Trimmed |
| 25 | CHTR | CHARTER COMMUNICATIONS INC | $32.9M | 0.55% | 152,563 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31