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Ruane Cunniff LP

Ruane Cunniff LP · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

GOOGLAlphabet Inc.

1,994,274 shares · $712,693,699

11.1%
TSMTaiwan Semiconductor Manufacturing Company Limited

1,172,725 shares · $560,058,278

8.7%
FWONKLiberty Media Corporation

5,223,453 shares · $496,959,318

7.7%
SCHWThe Charles Schwab Corporation

4,571,355 shares · $421,798,926

6.6%
COFCapital One Financial Corporation

1,956,084 shares · $392,429,572

6.1%
ELVElevance Health Inc.

979,598 shares · $378,839,935

5.9%
ICLRICON Public Limited Company

2,048,087 shares · $355,773,193

5.5%
GOOGAlphabet Inc.

924,866 shares · $326,782,926

5.1%
SUNBSunbelt Rentals Holdings Inc

4,261,163 shares · $318,777,604

5.0%
ICEIntercontinental Exchange, Inc.

2,560,747 shares · $315,253,563

4.9%
MSAMSA Safety Incorporated

1,721,415 shares · $300,524,631

4.7%
UNHUnitedHealth Group Incorporated

705,554 shares · $293,249,409

4.6%
TECHBio-Techne Corporation

3,348,841 shares · $236,595,617

3.7%
ROPRoper Technologies, Inc.

674,902 shares · $228,380,088

3.6%
ALGNAlign Technology, Inc.

1,171,455 shares · $197,577,600

3.1%
SAPSAP SE

1,236,546 shares · $190,564,104

3.0%
ZTSZoetis Inc.

2,353,300 shares · $169,108,138

2.6%
BRK-BBerkshire Hathaway Inc.

300,672 shares · $150,453,262

2.3%
ACNAccenture plc

901,848 shares · $112,225,965

1.7%
METAMeta Platforms, Inc.

154,291 shares · $86,910,577

1.4%
BRK-ABerkshire Hathaway Inc.

103 shares · $77,131,550

1.2%
FWONAFormula One Group

695,720 shares · $60,903,329

0.9%
AMTMAmentum Holdings, Inc.

537,213 shares · $11,104,193

0.2%
LBRDKLiberty Broadband Corporation

303,309 shares · $10,088,057

0.2%
CACCCredit Acceptance Corporation

5,279 shares · $3,361,350

0.1%
MUMicron Technology, Inc.

2,162 shares · $2,495,575

0.0%
LBRDALiberty Broadband Corporation

73,945 shares · $2,460,890

0.0%
GLIBKLiberty Capital Corporation

114,119 shares · $2,460,406

0.0%
EQHEquitable Holdings, Inc.

40,310 shares · $1,768,803

0.0%
GPIGroup 1 Automotive, Inc.

4,884 shares · $1,422,074

0.0%
VTIVanguard Morningstar Total Stock Market ETF

2,973 shares · $1,100,129

0.0%
LADLithia Motors, Inc.

2,933 shares · $852,007

0.0%
JJacobs Solutions Inc.

6,244 shares · $786,744

0.0%
GLIBALiberty Capital Corporation

28,162 shares · $616,748

0.0%
NFLXNetflix, Inc.

8,091 shares · $577,697

0.0%
VXUSVanguard Total International Stock ETF

6,420 shares · $548,846

0.0%
GMEDGlobus Medical, Inc.

6,008 shares · $474,692

0.0%
SDHCSmith Douglas Homes Corp.

27,275 shares · $423,854

0.0%
CPACopa Holdings, S.A.

2,555 shares · $397,481

0.0%
KSPIJoint Stock Company Kaspi.kz

3,934 shares · $340,842

0.0%
AXPAmerican Express Company

932 shares · $315,249

0.0%
AAPLApple Inc.

961 shares · $278,075

0.0%
MSFTMicrosoft Corporation

737 shares · $274,916

0.0%
SBGISinclair, Inc.

17,959 shares · $255,916

0.0%
DGDollar General Corporation

2,188 shares · $251,861

0.0%
FERGFerguson plc

1,000 shares · $237,330

0.0%
VTVanguard Total World Stock ETF

1,426 shares · $223,811

0.0%
ATAIAtai Beckley Inc.

42,112 shares · $221,930

0.0%
CHTRCharter Communications, Inc.

1,556 shares · $221,279

0.0%
HGVHilton Grand Vacations Inc.

4,189 shares · $219,378

0.0%
SPGIS&P Global Inc.

531 shares · $216,255

0.0%
BACBank of America Corporation

3,625 shares · $206,553

0.0%
STLAStellantis N.V.

25,075 shares · $143,931

0.0%
RMNIRimini Street, Inc.

33,666 shares · $143,417

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →