StockDriftsStockDriftsTop 50 Ruane Cunniff & Goldfarb L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 11.09% | 1.99M | $712.7M | -5.83%(-123.37K) | $54.33(+534.50%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.71% | 1.17M | $560.1M | -2.95%(-35.69K) | $66.84(+538.66%) | 2026-06-30 | |
| FWONK | LIBERTY MEDIA CORP DEL | 7.73% | 5.22M | $497.0M | -2.50%(-133.72K) | $31.38(+231.09%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 6.56% | 4.57M | $421.8M | -3.04%(-143.43K) | $50.43(+120.56%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 6.11% | 1.96M | $392.4M | -3.06%(-61.72K) | $98.93(+123.84%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 5.89% | 979.6K | $378.8M | -29.42%(-408.37K) | $380.57(+4.20%) | 2026-06-30 | |
| ICLR | ICON PUB LTD CO | 5.54% | 2.05M | $355.8M | +25.30%(+413.48K) | $208.19(-19.83%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.08% | 924.9K | $326.8M | -2.69%(-25.53K) | $51.98(+559.22%) | 2026-06-30 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.9% | 2.56M | $315.3M | -2.98%(-78.62K) | $104.82(+48.42%) | 2026-06-30 | |
| MSA | MSA SAFETY INC | 4.68% | 1.72M | $300.5M | -3.09%(-54.87K) | $163.28(+16.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.65% | +50.72% | +5.54% | +30.96% |
| Top 20 Holdings Unweighted | +13.61% | +46.64% | +5.27% | +29.28% |
Ruane Cunniff & Goldfarb L P reports $6.43B in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (11.1%), TSM (8.7%) and FWONK (7.7%). The top 20 holdings account for 93.38% of reported assets. Its disclosed equity book has returned +50.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ruane Cunniff & Goldfarb L P, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ruane Cunniff & Goldfarb L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720792). View Ruane Cunniff & Goldfarb L P’s 13F filings on SEC