Ruane, Cunniff & Goldfarb L.P.
CIK 1720792 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- ICE11.42%
- SCHW9.13%
- ELV8.65%
- UNH7.89%
- TSM7.85%
- COF6.82%
- GOOGL6.81%
- FWONK6.56%
- J6.41%
- CACC6.15%
Share classes counted separately77.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 530307305Weight decreased · -1.37 pp4.00% → 2.63%Shares -142.72K (-4.60%)
- UNHWeight decreased · -1.11 pp9.00% → 7.89%Shares -41.56K (-3.89%)
- TSMWeight increased · +1.08 pp6.77% → 7.85%Shares -353.63K (-8.69%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ICEINTERCONTINENTAL EXCHANGE IN View history and evidence | $735.84M | 11.42% | 5.35M shares | 11.50% → 11.42%-0.08 pp -249.49K (-4.45%) | Reduced | ↗▾ |
| 02 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $588.32M | 9.13% | 8.13M shares | 9.31% → 9.13%-0.18 pp -337.51K (-3.98%) | Reduced | ↗▾ |
| 03 | ELVELEVANCE HEALTH INC View history and evidence | $557.27M | 8.65% | 1.07M shares | 8.45% → 8.65%+0.20 pp -46.96K (-4.19%) | Reduced | ↗▾ |
| 04 | UNHUNITEDHEALTH GROUP INC View history and evidence | $508.48M | 7.89% | 1.03M shares | 9.00% → 7.89%-1.11 pp -41.56K (-3.89%) | Reduced | ↗▾ |
| 05 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $505.65M | 7.85% | 3.72M shares | 6.77% → 7.85%+1.08 pp -353.63K (-8.69%) | Reduced | ↗▾ |
| 06 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $439.63M | 6.82% | 2.95M shares | 6.76% → 6.82%+0.06 pp -272.47K (-8.45%) | Reduced | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $438.43M | 6.81% | 2.90M shares | 6.64% → 6.81%+0.17 pp -71.26K (-2.39%) | Reduced | ↗▾ |
| 08 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $422.36M | 6.56% | 6.44M shares | 6.78% → 6.56%-0.22 pp -283.98K (-4.22%) | Reduced | ↗▾ |
| 09 | JJACOBS SOLUTIONS INC View history and evidence | $413.16M | 6.41% | 2.69M shares | 5.81% → 6.41%+0.60 pp -111.52K (-3.98%) | Reduced | ↗▾ |
| 10 | CACCCREDIT ACCEPTANCE CORP View history and evidence | $396.03M | 6.15% | 718.04K shares | 6.36% → 6.15%-0.21 pp -29.32K (-3.92%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1720792 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6441791792
}Research all 34 reported holdings.
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