Investor portfolio
Ruane Cunniff
Ruane Cunniff is an investment firm associated with the Sequoia Fund.
Linked investors: Ruane, Cunniff & Goldfarb
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $6,427,481,573
- Positions
- 54
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | GOOG(L) | SELL | 16.17% |
| ≡ | TSM | −3% | 8.71% |
| ≡ | FWONK | −3% | 7.73% |
| ≡ | SCHW | −3% | 6.56% |
| ≡ | COF | −3% | 6.11% |
| ≡ | ELV | −29% | 5.89% |
| ≡ | ICLR | +25% | 5.54% |
| ≡ | SUNB | −22% | 4.96% |
| ≡ | ICE | −3% | 4.9% |
| ≡ | MSA | −3% | 4.68% |
| ≡ | UNH | −3% | 4.56% |
| ≡ | TECH | −1% | 3.68% |
| ≡ | ROP | Newly reported | 3.55% |
| ≡ | BRK.{A,B} | SELL | 3.54% |
| ≡ | ALGN | −3% | 3.07% |
| ≡ | SAP | +65% | 2.96% |
| ≡ | ZTS | −3% | 2.63% |
| ≡ | ACN | −3% | 1.75% |
| ≡ | META | −23% | 1.35% |
| ≡ | FWONA | −4% | 0.95% |
| ≡ | AMTM | −67% | 0.17% |
| ≡ | LBRDK | −74% | 0.16% |
| ≡ | CACC | −96% | 0.05% |
| ≡ | MU | 0.04% | |
| ≡ | LBRDA | −67% | 0.04% |
| ≡ | GLIBK | −78% | 0.04% |
| ≡ | EQH | −0% | 0.03% |
| ≡ | GPI | +22% | 0.02% |
| ≡ | VTI | +8% | 0.02% |
| ≡ | LAD | −2% | 0.01% |
| ≡ | J | −1% | 0.01% |
| ≡ | GLIBA | −78% | 0.01% |
| ≡ | NFLX | 0.01% | |
| ≡ | VXUS | +9% | 0.01% |
| ≡ | GMED | 0.01% | |
| ≡ | SDHC | +88% | 0.01% |
| ≡ | CPA | 0.01% | |
| ≡ | KSPI | −4% | 0.01% |
| ≡ | AXP | 0.0% | |
| ≡ | AAPL | 0.0% | |
| ≡ | MSFT | 0.0% | |
| ≡ | SBGI | 0.0% | |
| ≡ | DG | 0.0% | |
| ≡ | FERG | 0.0% | |
| ≡ | VT | Newly reported | 0.0% |
| ≡ | ATAI | 0.0% | |
| ≡ | CHTR | −99% | 0.0% |
| ≡ | HGV | Newly reported | 0.0% |
| ≡ | SPGI | 0.0% | |
| ≡ | BAC | Newly reported | 0.0% |
| ≡ | STLA | 0.0% | |
| ≡ | RMNI | −5% | 0.0% |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.