Quarter snapshot

Ruane Cunniff

Quarter: Q1 2026
Filed: 2026-05-15
Portfolio value: $6,028,259,104
Positions: 50
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares / amount	Value
≡	GOOG	−3%	10.1%	2,117,644	$608,949,709
≡	FWONK	−2%	7.56%	5,357,168	$455,466,423
≡	SCHW	−16%	7.35%	4,714,780	$443,095,024
≡	ICE	−2%	6.89%	2,639,372	$415,120,428
≡	TSM	−15%	6.77%	1,208,419	$408,385,201
≡	ELV	−2%	6.74%	1,387,968	$406,327,632
≡	COF	−2%	6.11%	2,017,807	$368,108,531
≡	SUNB	Newly reported	5.93%	5,488,261	$357,230,908
≡	MSA	−2%	4.83%	1,776,282	$291,221,434
≡	ZTS	Newly reported	4.76%	2,425,010	$286,660,432
≡	GOOGL	−17%	4.52%	950,394	$272,630,041
≡	ALGN	−1%	3.43%	1,206,535	$206,836,295
≡	UNH	−2%	3.27%	728,407	$197,099,650
≡	ACN	−2%	3.05%	928,204	$184,053,571
≡	ICLR	−3%	3.0%	1,634,611	$180,886,053
≡	TECH	+131%	2.94%	3,392,001	$177,265,972
≡	BRK.B	−2%	2.47%	310,388	$148,737,930
≡	SAP	+1533%	2.13%	749,909	$128,391,920
≡	META	−16%	1.91%	201,147	$115,082,233
≡	BRK.A	−4%	1.31%	110	$78,995,400
≡	CACC	−73%	1.03%	146,203	$61,911,122
≡	LBRDK	−37%	0.97%	1,163,448	$58,521,434
≡	FWONA	−2%	0.94%	723,842	$56,517,583
≡	AMTM	−32%	0.7%	1,622,982	$42,327,370
≡	CHTR	−58%	0.55%	152,563	$32,935,300
≡	GLIBK	−6%	0.31%	506,727	$18,855,312
≡	LBRDA	−66%	0.19%	223,760	$11,237,227
≡	GLIBA	−3%	0.08%	127,548	$4,700,144
≡	EQH	−0%	0.02%	40,459	$1,501,433
≡	GPI	+11%	0.02%	4,013	$1,326,818
≡	VTI	+3%	0.01%	2,748	$881,586
≡	J	−3%	0.01%	6,288	$800,337
≡	NFLX	+55%	0.01%	8,091	$777,950
≡	LAD	−2%	0.01%	2,988	$746,163
≡	MU		0.01%	2,162	$730,410
≡	GMED	Newly reported	0.01%	6,008	$517,649
≡	VXUS	+9%	0.01%	5,912	$455,874
≡	KSPI	−1%	0.01%	4,083	$302,428
≡	CPA		0.0%	2,555	$290,274
≡	AXP		0.0%	932	$281,911
≡	MSFT	+7%	0.0%	737	$272,815
≡	DG	+1%	0.0%	2,188	$259,781
≡	AAPL	+8%	0.0%	961	$243,892
≡	FERG		0.0%	1,000	$233,260
≡	SBGI		0.0%	17,959	$232,389
≡	SPGI		0.0%	531	$225,856
≡	SDHC	+19%	0.0%	14,490	$185,472
≡	STLA	−2%	0.0%	25,075	$177,782
≡	ATAI	Newly reported	0.0%	42,112	$149,076
≡	RMNI	−5%	0.0%	35,265	$115,669
≡	RSPC	SOLD	—	—	—
≡	VT	SOLD	—	—	—

Ruane Cunniff

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