Ruane, Cunniff & Goldfarb L.P.
Top Portfolio Positions
42 positions ·
$4,993,715,094 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
2,117,644 | $608,949,708 | 12.19% |
| SCHW |
Schwab Charles Corp
Financial Services
|
4,714,780 | $443,095,024 | 8.87% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
2,639,372 | $415,120,428 | 8.31% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,208,419 | $408,385,201 | 8.18% |
| ELV |
Elevance Health, Inc.
Healthcare
|
1,387,968 | $406,327,632 | 8.14% |
| COF |
Capital One Financial Corp
Financial Services
|
2,017,807 | $368,108,531 | 7.37% |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
5,488,261 | $357,230,908 | 7.15% |
| MSA |
MSA Safety Inc
Industrials
|
1,776,282 | $291,221,433 | 5.83% |
| ZTS |
Zoetis Inc.
Healthcare
|
2,425,010 | $286,660,432 | 5.74% |
| ALGN |
Align Technology Inc
Healthcare
|
1,206,535 | $206,836,295 | 4.14% |
Holdings in COF
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,108,531 | 2,017,807 | Shares | Sole | 2026-05-15 | |
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