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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.18B
$298 Million 5.98% of portfolio
584,025
Q2 2025 Reduced 9.19%
$8.04B
$186 Million 3.73% of portfolio
1,889,287
Q2 2025 Reduced 20.73%
$6.74B
$159 Million 3.2% of portfolio
949,067
Q2 2025 New
$2.07B
$7.84 Million 0.16% of portfolio
152,417
Q2 2025 New
$6.48B
$1.46 Million 0.03% of portfolio
3,350
Q2 2025 Reduced 0.33%
$8.22B
$917,000 0.02% of portfolio
2,716
Q4 2024 Reduced 0.44%
$3.47B
$280,000 0.01% of portfolio
2,555
Q4 2024 New
$8.95B
$422,000 0.01% of portfolio
6,280
Q1 2025 Reduced 77.22%

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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