Ruane, Cunniff & Goldfarb L.P.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$6,427,482
Net value change ($000)
+399,223 (6.6%)
New positions
4
Sold out positions
0
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ROP 228,380 NEW
ICLR 174,887 96.7%
TSM 151,673 37.1%
GOOGL 103,744 17.0%
UNH 96,149 48.8%
SAP 62,172 48.4%
TECH 59,330 33.5%
GOOGL 54,153 19.9%
FWONA 41,493 9.1%
COF 24,321 6.6%
Top Reduces (Value $000, Stocks/ETFs)
ZTS -117,552 -41.0%
ICE -99,866 -24.1%
ACN -71,828 -39.0%
CACC -58,550 -94.6%
LBRDA -48,433 -82.8%
SUNB -38,453 -10.8%
CHTR -32,714 -99.3%
AMTM -31,223 -73.8%
META -28,171 -24.5%
ELV -27,488 -6.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type