1y return+7.8%S&P 500 +20.9%
3y return+47.0%S&P 500 +68.5%
5y return+28.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $227 against $284 in the S&P 500.2
Ruane, Cunniff & Goldfarb L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $712.7M | 11.1% | −5.8% |
| TSMTaiwan Semiconductor Manufac | $560.1M | 8.7% | −3.0% |
| FWONKLiberty Media Corp Del | $497.0M | 7.7% | −2.5% |
| SCHWSchwab Charles Corp | $421.8M | 6.6% | −3.0% |
| COFCapital One Finl Corp | $392.4M | 6.1% | −3.1% |
| ELVElevance Health Inc Formerly | $378.8M | 5.9% | −29.4% |
| Icon Pub Ltd CoCUSIP G4705A100 | $355.8M | 5.5% | +25.3% |
| GOOGAlphabet Inc | $326.8M | 5.1% | −2.7% |
| SUNBSunbelt Rentals Holdings Inc | $318.8M | 5.0% | −22.4% |
| ICEIntercontinental Exchange In | $315.3M | 4.9% | −3.0% |
| MSAMsa Safety Inc | $300.5M | 4.7% | −3.1% |
| UNHUnitedhealth Group Inc | $293.2M | 4.6% | −3.1% |
| TECHBio-techne Corp | $236.6M | 3.7% | −1.3% |
| ROPRoper Technologies Inc | $228.4M | 3.6% | New |
| ALGNAlign Technology Inc | $197.6M | 3.1% | −2.9% |
| SAPSap Se | $190.6M | 3.0% | +64.9% |
| ZTSZoetis Inc | $169.1M | 2.6% | −3.0% |
| BRK/BBerkshire Hathaway Inc Del | $150.5M | 2.3% | −3.1% |
| Accenture PLC IrelandCUSIP G1151C101 | $112.2M | 1.7% | −2.8% |
| METAMeta Platforms Inc | $86.9M | 1.4% | −23.3% |
| BRK/ABerkshire Hathaway Inc Del | $77.1M | 1.2% | −6.4% |
| FWONALiberty Media Corp Del | $60.9M | 0.9% | −3.9% |
| AMTMAmentum Holdings Inc | $11.1M | 0.2% | −66.9% |
| Liberty Broadband CorpCUSIP 530307305 | $10.1M | 0.2% | −73.9% |
| CACCCredit Accep Corp Mich | $3.4M | 0.1% | −96.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $560.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $712.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $326.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $150.5M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $77.1M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $421.8M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $86.9M |
| COFCapital One Finl Corp | September 30, 2022 | +117.7% | $392.4M |
| Copa Holdings SaCUSIP P31076105 | December 31, 2024 | +77.0% | $397K |
| EQHEquitable Hldgs Inc | December 31, 2020 | +71.5% | $1.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −9.9% | −4.6% |
| December 31, 2025 | +4.6% | +2.4% |
| September 30, 2025 | +3.5% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | +1.2% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +10.1% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −8.4% | −5.3% |
| June 30, 2022 | −19.2% | −16.5% |
| March 31, 2022 | −11.3% | −4.9% |
| December 31, 2021 | +8.8% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ruane, Cunniff & Goldfarb L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1720792&type=13F-HR&dateb=&owner=include&count=40CIK 1720792
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1720792/000091957426005176/Filed August 14, 2026 · accession 0000919574-26-005176