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 FWONA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,517,583 | 723,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,041,094 | 738,880 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,682,758 | 742,310 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,062,651 | 748,343 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,388,008 | 741,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,939,572 | 748,924 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,555,981 | 790,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,239,029 | 813,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,314,216 | 856,558 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,191,662 | 865,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,208,481 | 888,017 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||