Superinvestors / Ruane, Cunniff & Goldfarb (Sequoia)
Ruane Cunniff
Ruane, Cunniff & Goldfarb (Sequoia)
Quality long-term value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC· CAP STK CL ADECREASED -5.8% | 11.09% | $357.37 | $712.69M | 2.0M |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC· SPONSORED ADSDECREASED -3.0% | 8.71% | $477.57 | $560.06M | 1.2M |
| — | LIBERTY MEDIA CORP DEL· COM LBTY ONE S CDECREASED -2.5% | 7.73% | $95.14 | $496.96M | 5.2M |
| SCHW | CHARLES SCHWAB CORP (THE) COMDECREASED -3.0% | 6.56% | $92.27 | $421.80M | 4.6M |
| COF | CAPITAL ONE FINL CORPDECREASED -3.1% | 6.11% | $200.62 | $392.43M | 2.0M |
| ELV | ELEVANCE HEALTH INC FORMERLY A COMDECREASED -29.4% | 5.89% | $386.73 | $378.84M | 979.6K |
| ICLR | ICON PUB LTD COINCREASED +25.3% | 5.54% | $173.71 | $355.77M | 2.0M |
| GOOG | ALPHABET INC· CAP STK CL CDECREASED -2.7% | 5.08% | $353.33 | $326.78M | 924.9K |
| SUNB | SUNBELT RENTALS HOLDINGS INCDECREASED -22.4% | 4.96% | $74.81 | $318.78M | 4.3M |
| ICE | INTERCONTINENTAL EXCHANGE INC COMDECREASED -3.0% | 4.90% | $123.11 | $315.25M | 2.6M |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 66.6% of the reported portfolio, across 54 positions.
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See more of Ruane Cunniff's portfolio
More of Ruane Cunniff's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
Sign in free