Ruane, Cunniff & Goldfarb L.P.
13F filer · CIK 1720792 · New York, NY
Summary
Ruane, Cunniff & Goldfarb L.P. reported $6.43B across 54 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GOOGL (11.1%), TSM (8.7%), FWONK (7.7%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 6, trimmed 31 and sold out of 0.
Reported value$6.43B
Positions54
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added6
Trimmed31
Sold out0
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.1%Value $712.69MPrice $340.92Shares 1.99M -5.83%Since Jun 30 -4.60%
Weight 8.7%Value $560.06MPrice $456.94Shares 1.17M -2.95%Since Jun 30 -4.32%
Weight 7.7%Value $496.96MPrice $93.08Shares 5.22M -2.50%Since Jun 30 -2.17%
Weight 6.6%Value $421.80MPrice $99.10Shares 4.57M -3.04%Since Jun 30 +7.40%
Weight 6.1%Value $392.43MPrice $196.46Shares 1.96M -3.06%Since Jun 30 -2.07%
Weight 5.9%Value $378.84MPrice $392.73Shares 980K -29.42%Since Jun 30 +1.55%
Weight 5.5%Value $355.77MPrice $170.35Shares 2.05M +25.30%Since Jun 30 -1.93%
Weight 5.1%Value $326.78MPrice $337.32Shares 925K -2.69%Since Jun 30 -4.53%
Weight 5.0%Value $318.78MPrice $73.78Shares 4.26M -22.36%Since Jun 30 -1.38%
Weight 4.9%Value $315.25MPrice $152.19Shares 2.56M -2.98%Since Jun 30 +23.62%
Weight 4.7%Value $300.52MPrice $180.56Shares 1.72M -3.09%Since Jun 30 +3.43%
Weight 4.6%Value $293.25MPrice $374.94Shares 706K -3.14%Since Jun 30 -9.79%
Weight 3.7%Value $236.60MPrice $72.38Shares 3.35M -1.27%Since Jun 30 +2.45%
Weight 3.6%Value $228.38MPrice $349.45Shares 675KSince Jun 30 +3.27%
Weight 3.1%Value $197.58MPrice $144.01Shares 1.17M -2.91%Since Jun 30 -14.62%
Weight 3.0%Value $190.56MPrice $210.85Shares 1.24M +64.89%Since Jun 30 +36.82%
Weight 2.6%Value $169.11MPrice $70.30Shares 2.35M -2.96%Since Jun 30 -2.17%
Weight 2.3%Value $150.45MPrice $502.35Shares 301K -3.13%Since Jun 30 +0.39%
Weight 1.7%Value $112.23MPrice $177.12Shares 902K -2.84%Since Jun 30 +42.33%
Weight 1.4%Value $86.91MPrice $738.79Shares 154K -23.29%Since Jun 30 +31.16%
Weight 1.2%Value $77.13MPrice $753368Shares 103 -6.36%Since Jun 30 +0.60%
Weight 0.9%Value $60.90MPrice $85.35Shares 696K -3.89%Since Jun 30 -2.50%
Weight 0.2%Value $11.10MPrice $18.15Shares 537K -66.90%Since Jun 30 -12.19%
Weight 0.2%Value $10.09MPrice $36.02Shares 303K -73.93%Since Jun 30 +8.30%
Weight 0.1%Value $3.36MPrice $537.10Shares 5,279 -96.39%Since Jun 30 -15.65%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.1% | $712.69M | -4.60% | -5.83% | Trim | |
| 8.7% | $560.06M | -4.32% | -2.95% | Trim | |
| 7.7% | $496.96M | -2.17% | -2.50% | Trim | |
| 6.6% | $421.80M | +7.40% | -3.04% | Trim | |
| 6.1% | $392.43M | -2.07% | -3.06% | Trim | |
| 5.9% | $378.84M | +1.55% | -29.42% | Trim | |
| 5.5% | $355.77M | -1.93% | +25.30% | Add | |
| 5.1% | $326.78M | -4.53% | -2.69% | Trim | |
| 5.0% | $318.78M | -1.38% | -22.36% | Trim | |
| 4.9% | $315.25M | +23.62% | -2.98% | Trim | |
| 4.7% | $300.52M | +3.43% | -3.09% | Trim | |
| 4.6% | $293.25M | -9.79% | -3.14% | Trim | |
| 3.7% | $236.60M | +2.45% | -1.27% | Trim | |
| 3.6% | $228.38M | +3.27% | — | New | |
| 3.1% | $197.58M | -14.62% | -2.91% | Trim | |
| 3.0% | $190.56M | +36.82% | +64.89% | Add | |
| 2.6% | $169.11M | -2.17% | -2.96% | Trim | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 2.3% | $150.45M | +0.39% | -3.13% | Trim |
| 1.7% | $112.23M | +42.33% | -2.84% | Trim | |
| 1.4% | $86.91M | +31.16% | -23.29% | Trim | |
| BRK.ABERKSHIRE HATHAWAY INC DEL | 1.2% | $77.13M | +0.60% | -6.36% | Trim |
| 0.9% | $60.90M | -2.50% | -3.89% | Trim | |
| 0.2% | $11.10M | -12.19% | -66.90% | Trim | |
| 0.2% | $10.09M | +8.30% | -73.93% | Trim | |
| 0.1% | $3.36M | -15.65% | -96.39% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.