Ruane, Cunniff & Goldfarb L.P.
Top Portfolio Positions
43 positions ·
$5,142,453,023 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,117,644 | $608,949,708 | 11.84% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
4,714,780 | $443,095,024 | 8.62% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
2,639,372 | $415,120,428 | 8.07% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,208,419 | $408,385,201 | 7.94% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
1,387,968 | $406,327,632 | 7.90% | |
| COF |
Capital One Financial Corp
Financial Services
|
2,017,807 | $368,108,531 | 7.16% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
5,488,261 | $357,230,908 | 6.95% | |
| MSA |
MSA Safety Inc
Industrials
|
1,776,282 | $291,221,433 | 5.66% | |
| ZTS |
Zoetis Inc.
Healthcare
|
2,425,010 | $286,660,432 | 5.57% | |
| ALGN |
Align Technology Inc
Healthcare
|
1,206,535 | $206,836,295 | 4.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CACC
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,911,122 | 146,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $237,753,096 | 536,132 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $237,753,096 | 536,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $270,099,860 | 578,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $297,519,855 | 584,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $332,065,201 | 643,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $307,623,523 | 655,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $302,236,845 | 681,604 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,870,548 | 708,927 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $396,034,962 | 718,040 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $398,138,961 | 747,356 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $352,097,627 | 765,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $400,474,868 | 788,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $340,761,771 | 781,492 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $378,917,986 | 798,731 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $360,418,374 | 822,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $396,505,018 | 837,551 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $474,282,448 | 861,752 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $614,477,151 | 893,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $772,649,262 | 1,320,091 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $728,135,867 | 1,603,435 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $583,851,778 | 1,620,775 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $554,695,926 | 1,602,519 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $437,277,704 | 1,291,276 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $505,415,309 | 1,206,213 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $298,191,558 | 1,166,223 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||