Research report
Ruane, Cunniff & Goldfarb Q1 2026 13F Holdings and Activity…
Verified Q1 2026 13F holdings for Ruane, Cunniff & Goldfarb, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
53
Market Value
$6.4B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
$GOOGL
Alphabet Inc.
11.1%
% of Portfolio
$TSM
Taiwan Semiconductor Manufacturing Company Limited
8.7%
% of Portfolio
$FWONK
Formula One Group
7.7%
% of Portfolio
$SCHW
The Charles Schwab Corporation
6.6%
% of Portfolio
$COF
Capital One Financial Corporation
6.1%
% of Portfolio
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| GOOGL | 11.1% | 10.1% | 10.6% | 9.5% |
| TSM | 8.7% | 6.8% | 6.8% | 8.7% |
| FWONK | 7.7% | 7.6% | 8.4% | 9.6% |
| SCHW | 6.6% | 7.3% | 8.7% | 10.0% |
| COF | 6.1% | 6.1% | 7.8% | 7.4% |
| ELV | 5.9% | 6.7% | 7.8% | 7.8% |
| ICLR | 5.5% | - | 4.8% | 4.9% |
| GOOG | 5.1% | - | 5.6% | 5.1% |
| SUNB | 5.0% | 5.9% | - | - |
| ICE | 4.9% | 6.9% | 6.8% | 7.7% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
Trading Summary
All Holdings
$GOOGL
11.1%
$TSM
8.7%
$FWONK
7.7%
$SCHW
6.6%
$COF
6.1%
$ELV
5.9%
$ICLR
5.5%
$GOOG
5.1%
$SUNB
5.0%
$ICE
4.9%
$MSA
4.7%
$UNH
4.6%
$TECH
3.7%
$ROP
3.5%
$ALGN
3.1%
$SAP
3.0%
$ZTS
2.6%
$BRK.B
2.3%
$ACN
1.8%
$META
1.4%
$BRK.A
1.2%
$FWONA
0.9%
$AMTM
0.2%
$LBRDK
0.2%
$CACC
0.1%
$MU
0.0%
$LBRDA
0.0%
$GLIBK
0.0%
$EQH
0.0%
$GPI
0.0%
$ETF-VTI
0.0%
$LAD
0.0%
$J
0.0%
$NFLX
0.0%
$ETF-VXUS
0.0%
$GMED
0.0%
$SDHC
0.0%
$CPA
0.0%
$KSPI
0.0%
$AXP
0.0%
$AAPL
0.0%
$MSFT
0.0%
$SBGI
0.0%
$DG
0.0%
$FERG
0.0%
$ETF-VT
0.0%
$ATAI
0.0%
$CHTR
0.0%
$HGV
0.0%
$SPGI
0.0%