Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb reported 54 stocks worth $6.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOGL (11.1%), TSM (8.7%) and FWONK (7.7%). Compared with Q1 2026, the fund opened new positions in ROP, VT and HGV, added to ICLR, SAP and GPI and trimmed GOOGL, TSM and FWONK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $713M | 11.1% | 2M | −123K (−6%) | 8 of 8 | |
| 2 |  TSM Taiwan Semiconductor Mfg Ltd | $560M | 8.7% | 1.2M | −36K (−3%) | 8 of 8 | |
| 3 |  FWONK Liberty Media Corp Del | $497M | 7.7% | 5.2M | −134K (−2%) | 8 of 8 | |
| 4 |  SCHW Schwab Charles Corp | $422M | 6.6% | 4.6M | −143K (−3%) | 8 of 8 | |
| 5 |  COF Capital One Finl Corp | $392M | 6.1% | 2M | −62K (−3%) | 8 of 8 | |
| 6 |  ELV Elevance Health Inc | $379M | 5.9% | 980K | −408K (−29%) | 8 of 8 | |
| 7 |  ICLR Icon PLC | $356M | 5.5% | 2M | +413K (+25%) | 7 of 8 | |
| 8 |  GOOG Alphabet Inc | $327M | 5.1% | 925K | −26K (−3%) | 8 of 8 | |
| 9 |  SUNB Sunbelt Rentals Holdings Inc | $319M | 5.0% | 4.3M | −1.2M (−22%) | 2 of 8 | |
| 10 |  ICE Intercontinental Exchange in | $315M | 4.9% | 2.6M | −79K (−3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Ruane, Cunniff & Goldfarb 13F FAQ
What does Ruane, Cunniff & Goldfarb own?
Ruane, Cunniff & Goldfarb reported 54 stocks worth $6.4B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOGL (11.1%), TSM (8.7%) and FWONK (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ruane, Cunniff & Goldfarb buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 6 added to, 31 trimmed and 0 sold out. New positions include ROP, VT and HGV.
When will Ruane, Cunniff & Goldfarb file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ruane, Cunniff & Goldfarb's portfolio worth?
The Q2 2026 filing reports $6.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.