Institutional manager
Ruane, Cunniff & Goldfarb L.P.
Holds positions in 25 of the S&P 500, worth $4.67bn as reported for the quarter ended 30-jun-2026.
Positions held25of 488 index companies covered
Reported value$4.67bnS&P 500 positions only
Top ten weight88%how concentrated the book is
Filing entities1single filer
Largest positions
The 25 biggest by reported value.
Alphabet Inc. (Class A)GOOGL2.9m$1.04bnCommunication ServicesTaiwan Semiconductor ManufacturingTSM1.2m$560mCharles Schwab CorporationSCHW4.6m$422mFinancialsCapital OneCOF2.0m$392mFinancialsElevance HealthELV979,598$379mHealth CareIntercontinental ExchangeICE2.6m$315mFinancialsUnitedHealth GroupUNH705,554$293mHealth CareBio-TechneTECH3.3m$237mHealth CareRoper TechnologiesROP674,902$228mInformation TechnologyBerkshire HathawayBRK.B300,775$228mFinancialsAlign TechnologyALGN1.2m$198mHealth CareZoetisZTS2.4m$169mHealth CareAccentureACN901,848$112mInformation TechnologyMeta PlatformsMETA154,291$87mCommunication ServicesMicron TechnologyMU2,162$2mInformation TechnologyJacobs SolutionsJ6,244$786,744IndustrialsNetflixNFLX8,091$577,697Communication ServicesAmerican ExpressAXP932$315,249FinancialsApple Inc.AAPL961$278,075Information TechnologyMicrosoftMSFT737$274,916Information TechnologyDollar GeneralDG2,188$251,861Consumer StaplesFerguson EnterprisesFERG1,000$237,330IndustrialsCharter CommunicationsCHTR1,556$221,279Communication ServicesS&P GlobalSPGI531$216,255FinancialsBank of AmericaBAC3,625$206,553Financials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.