Titelia

Holdings of Ruane, Cunniff & Goldfarb L.P.

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Net assets
-
Positions
46 in 4 countries
Top ten
71.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 2,117,644608.9M $
2Liberty Media Corp-Liberty Formula One 5,357,168455.5M $
3Charles Schwab Corp/The 4,714,780443.1M $
4Intercontinental Exchange Inc 2,639,372415.1M $
5Taiwan Semiconductor Manufacturing Co Ltd 1,208,419408.4M $
6Elevance Health Inc 1,387,968406.3M $
7Capital One Financial Corp 2,017,807368.1M $
8Sunbelt Rentals Holdings Inc 5,488,261357.2M $
9MSA Safety Inc 1,776,282291.2M $
10Zoetis Inc 2,425,010286.7M $
11Alphabet Inc 950,394272.6M $
12Align Technology Inc 1,206,535206.8M $
13UnitedHealth Group Inc 728,407197.1M $
14Bio-Techne Corp 3,392,001177.3M $
15Berkshire Hathaway Inc 310,388148.7M $
16SAP SE 749,909128.4M $
17Meta Platforms Inc 201,147115.1M $
18Berkshire Hathaway Inc 11079M $
19Credit Acceptance Corp 146,20361.9M $
20Liberty Broadband Corp 1,163,44858.5M $
21Liberty Media Corp-Liberty Formula One 723,84256.5M $
22Amentum Holdings Inc 1,622,98242.3M $
23Charter Communications, Inc. 152,56332.9M $
24GCI Liberty Inc 506,72718.9M $
25Liberty Broadband Corp 223,76011.2M $
26GCI Liberty Inc 127,5484.7M $
27Equitable Holdings Inc 40,4591.5M $
28Group 1 Automotive Inc 4,0131.3M $
29Vanguard Total Stock Market ETF 2,748881.6K $
30Jacobs Solutions Inc 6,288800.3K $
31Netflix Inc 8,091778K $
32Lithia Motors Inc 2,988746.2K $
33Micron Technology Inc 2,162730.4K $
34Globus Medical Inc 6,008517.6K $
35Vanguard Total International S 5,912455.9K $
36Kaspi.KZ JSC 4,083302.4K $
37American Express Co 932281.9K $
38Microsoft Corp 737272.8K $
39Dollar General Corp 2,188259.8K $
40Apple Inc 961243.9K $
41Ferguson Enterprises Inc 1,000233.3K $
42Sinclair Inc 17,959232.4K $
43S&P Global Inc 531225.9K $
44Smith Douglas Homes Corp 14,490185.5K $
45AtaiBeckley Inc 42,112149.1K $
46Rimini Street Inc 35,265115.7K $

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Sector breakdown

  • Financials 25.7 %
  • Communication 18.2 %
  • Health care 15.7 %
  • Technology 9.5 %
  • Industrials 6.3 %
  • Unattributed 24.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.5 %
  • Taiwan 7.2 %
  • Germany 2.3 %
  • Kazakhstan 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States435.1B $90.52 %
2Taiwan1408.4M $7.21 %
3Germany1128.4M $2.27 %
4Kazakhstan1302.4K $0.01 %
Cite this page

Titelia. "Holdings of Ruane, Cunniff & Goldfarb L.P.". https://titelia.com/en/funds/US13F1720792