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 ELV
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,327,632 | 1,387,968 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $498,659,478 | 1,422,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $467,969,202 | 1,448,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,165,968 | 1,095,655 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $488,425,283 | 1,122,920 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $422,004,261 | 1,143,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $522,357,160 | 1,004,533 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $554,903,112 | 1,024,071 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $557,267,159 | 1,074,685 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $528,921,973 | 1,121,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $500,829,227 | 1,150,221 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $465,903,819 | 1,048,648 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $371,123,686 | 807,124 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $423,981,503 | 826,523 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $448,724,163 | 987,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $489,329,846 | 1,013,987 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $863,283,782 | 1,757,428 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $820,484,341 | 1,770,040 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $679,022,766 | 1,821,413 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $704,039,581 | 1,844,001 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $420,633,762 | 1,171,845 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||