Ruane, Cunniff & Goldfarb's portfolio
Sequoia Fund legacy; concentrated, long-horizon quality value investing.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Roper TechnologiesROP$228M
- VTVT$223,811
- Hilton Grand VacationsHGV$219,378
- Bank of AmericaBAC$206,553
Added to
- ICONICLR$356M
- SAP SE ADRSAP$191M
- Group 1 AutomotiveGPI$1M
- Vanguard Total Stock Market Index Fund ETF SharesVTI$1M
- VXUSVXUS$548,846
- SDHCSDHC$423,854
Trimmed
- Alphabet Inc Class AGOOGL$713M
- Taiwan Semiconductor ManufacturingTSM$560M
- Liberty Media Corporation Series C Liberty Formula One Common StockFWONK$497M
- Charles SchwabSCHW$422M
- Capital One FinancialCOF$392M
- Elevance HealthELV$379M
- Alphabet Inc Class CGOOG$327M
- Sunbelt RentalsSUNB$319M
- MSA SafetyMSA$301M
- UnitedHealth GroupUNH$293M
Sold out
None this quarter.
Holdings
54 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Alphabet Inc Class AGOOGL | 11.09% | $713M | 1,994,274 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 8.71% | $560M | 1,172,725 | Trimmed |
| Liberty Media Corporation Series C Liberty Formula One Common StockFWONK | 7.73% | $497M | 5,223,453 | Trimmed |
| Charles SchwabSCHW | 6.56% | $422M | 4,571,355 | Trimmed |
| Capital One FinancialCOF | 6.11% | $392M | 1,956,084 | Trimmed |
| Elevance HealthELV | 5.89% | $379M | 979,598 | Trimmed |
| ICONICLR | 5.54% | $356M | 2,048,087 | Added |
| Alphabet Inc Class CGOOG | 5.08% | $327M | 924,866 | Trimmed |
| Sunbelt RentalsSUNB | 4.96% | $319M | 4,261,163 | Trimmed |
| Intercontinental Exchange In | 4.91% | $315M | 2,560,747 | Held |
| MSA SafetyMSA | 4.68% | $301M | 1,721,415 | Trimmed |
| UnitedHealth GroupUNH | 4.56% | $293M | 705,554 | Trimmed |
| Bio-TechneTECH | 3.68% | $237M | 3,348,841 | Trimmed |
| Roper TechnologiesROP | 3.55% | $228M | 674,902 | New |
| Align TechnologyALGN | 3.07% | $198M | 1,171,455 | Trimmed |
| SAP SE ADRSAP | 2.96% | $191M | 1,236,546 | Added |
| ZoetisZTS | 2.63% | $169M | 2,353,300 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 2.34% | $150M | 300,672 | Trimmed |
| Accenture Plc Ireland | 1.75% | $112M | 901,848 | Held |
| Meta PlatformsMETA | 1.35% | $87M | 154,291 | Trimmed |
| Berkshire Hathaway Inc-Cl ABRK/A | 1.20% | $77M | 103 | Trimmed |
| Liberty Media Corporation Series A Liberty Formula One Common StockFWONA | 0.95% | $61M | 695,720 | Trimmed |
| AmentumAMTM | 0.17% | $11M | 537,213 | Trimmed |
| Liberty Broadband Srs CLBRDK | 0.16% | $10M | 303,309 | Trimmed |
| Credit AcceptanceCACC | 0.05% | $3M | 5,279 | Trimmed |
| Micron TechnologyMU | 0.04% | $2M | 2,162 | Held |
| Liberty Broadband Srs ALBRDA | 0.04% | $2M | 73,945 | Trimmed |
| GCI LibertyGLIBK | 0.04% | $2M | 114,119 | Trimmed |
| Axa EquitableEQH | 0.03% | $2M | 40,310 | Trimmed |
| Group 1 AutomotiveGPI | 0.02% | $1M | 4,884 | Added |
| Vanguard Total Stock Market Index Fund ETF SharesVTI | 0.02% | $1M | 2,973 | Added |
| Lithia MotorsLAD | 0.01% | $852,007 | 2,933 | Trimmed |
| Jacobs SolutionsJ | 0.01% | $786,744 | 6,244 | Trimmed |
| GCI Liberty, Inc. - Series A GCI GroupGLIBA | 0.01% | $616,748 | 28,162 | Trimmed |
| NetflixNFLX | 0.01% | $577,697 | 8,091 | Held |
| VXUSVXUS | 0.01% | $548,846 | 6,420 | Added |
| Globus Med | 0.01% | $474,692 | 6,008 | Held |
| SDHCSDHC | 0.01% | $423,854 | 27,275 | Added |
| Copa Holdings Sa | 0.01% | $397,481 | 2,555 | Held |
| Joint Stock Company Kaspi.kzKSPI | 0.01% | $340,842 | 3,934 | Trimmed |
| American ExpressAXP | 0.01% | $315,249 | 932 | Held |
| AppleAAPL | 0.00% | $278,075 | 961 | Held |
| MicrosoftMSFT | 0.00% | $274,916 | 737 | Held |
| Sinclair BroadcastSBGI | 0.00% | $255,916 | 17,959 | Held |
| Dollar GeneralDG | 0.00% | $251,861 | 2,188 | Held |
| Ferguson PlcFERG | 0.00% | $237,330 | 1,000 | Held |
| VTVT | 0.00% | $223,811 | 1,426 | New |
| ATAI Life Sciences BVATAI | 0.00% | $221,930 | 42,112 | Held |
| Charter CommunicationsCHTR | 0.00% | $221,279 | 1,556 | Trimmed |
| Hilton Grand VacationsHGV | 0.00% | $219,378 | 4,189 | New |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Ruane, Cunniff & Goldfarb own?
In the Q2 2026 13F, Ruane, Cunniff & Goldfarb reported 54 US stock positions worth $6.4B. The largest: Alphabet Inc Class A (GOOGL) 11.1%, Taiwan Semiconductor Manufacturing (TSM) 8.7%, Liberty Media Corporation Series C Liberty Formula One Common Stock (FWONK) 7.7%, Charles Schwab (SCHW) 6.6%, Capital One Financial (COF) 6.1%.
What did Ruane, Cunniff & Goldfarb buy last quarter?
In Q2 2026: new position in Roper Technologies (ROP); new position in VT (VT); new position in Hilton Grand Vacations (HGV); added to ICON (ICLR); added to SAP SE ADR (SAP); added to Group 1 Automotive (GPI).
When is Ruane, Cunniff & Goldfarb's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.