Ruane, Cunniff & Goldfarb L.P. Portfolio Holdings

Ruane, Cunniff & Goldfarb L.P.

  • $4.98 Billion
  • Q2 2025

Ruane, Cunniff & Goldfarb L.P. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.98 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Corp with a value of $602M, Intercontinental Exchange, Inc. with a value of $508M, Capital One Financial Corp with a value of $450M, Taiwan Semiconductor Manufacturing CO LTD with a value of $434M, and Elevance Health, Inc. with a value of $426M.

Examining the 13F form we can see an increase of $235M in the current position value, from $4.74B to 4.98B.

Ruane, Cunniff & Goldfarb L.P. is based out at New York, NY

Below you can find more details about Ruane, Cunniff & Goldfarb L.P. portfolio as well as his latest detailed transactions.

Portfolio value $4.98 Billion
Financial Services: $2.1 Billion
Communication Services: $1.35 Billion
Healthcare: $921 Million
Technology: $435 Million
Industrials: $162 Million
Consumer Cyclical: $3.2 Million
ETFs: $1.48 Million
Consumer Defensive: $245,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179B
$602 Million 12.1% of portfolio
6,598,822
Q2 2025 Reduced 2.4%
$102B
$508 Million 10.21% of portfolio
2,768,977
Q2 2025 Reduced 0.9%
$83.2B
$450 Million 9.05% of portfolio
2,117,016
Q2 2025 Reduced 0.63%
$70.7B
$426 Million 8.56% of portfolio
1,095,655
Q2 2025 Reduced 2.43%
$13.8B
$248 Million 4.99% of portfolio
1,708,183
Q2 2025 Added 36.18%
$42.3B
$158 Million 3.18% of portfolio
386,614
Q2 2025 Reduced 3.46%
$19.7B
$2.5 Million 0.05% of portfolio
21,902
Q4 2024 Reduced 36.34%
$20.6B
$2.28 Million 0.05% of portfolio
40,728
Q1 2025 Reduced 0.25%
$182B
$279,000 0.01% of portfolio
531
Q1 2024 New
$30.9B
$397,000 0.01% of portfolio
39,677
Q1 2025 Reduced 23.16%
$139B
$266,000 0.01% of portfolio
2,162
Q2 2025 New
$26B
$245,000 0.0% of portfolio
2,144
Q2 2025 New
$73.8B
$201,000 0.0% of portfolio
817
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $4.98 Billion
  • Prior Value $4.74 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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