Ruane, Cunniff & Goldfarb L.P.
CIK 1720792 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- GOOGL10.63%
- SCHW8.73%
- FWONK8.45%
- COF7.83%
- ELV7.79%
- ICE6.84%
- TSM6.75%
- GOOG5.60%
- ICLR4.78%
- MSA4.53%
Share classes counted separately71.93%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TSMWeight decreased · -1.96 pp8.71% → 6.75%Shares -460.00K (-24.45%)
- SCHWWeight decreased · -1.26 pp9.99% → 8.73%Shares -720.61K (-11.41%)
- FWONKWeight decreased · -1.19 pp9.64% → 8.45%Shares -77.87K (-1.40%)
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 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $680.72M | 10.63% | 2.17M shares | 9.49% → 10.63%+1.14 pp -181.90K (-7.72%) | Reduced | ↗▾ |
| 02 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $558.99M | 8.73% | 5.59M shares | 9.99% → 8.73%-1.26 pp -720.61K (-11.41%) | Reduced | ↗▾ |
| 03 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $540.93M | 8.45% | 5.49M shares | 9.64% → 8.45%-1.19 pp -77.87K (-1.40%) | Reduced | ↗▾ |
| 04 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $501.21M | 7.83% | 2.07M shares | 7.39% → 7.83%+0.44 pp -30.10K (-1.43%) | Reduced | ↗▾ |
| 05 | ELVELEVANCE HEALTH INC View history and evidence | $498.66M | 7.79% | 1.42M shares | 7.75% → 7.79%+0.04 pp -25.78K (-1.78%) | Reduced | ↗▾ |
| 06 | ICEINTERCONTINENTAL EXCHANGE IN View history and evidence | $437.92M | 6.84% | 2.70M shares | 7.66% → 6.84%-0.82 pp -39.38K (-1.44%) | Reduced | ↗▾ |
| 07 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $432.05M | 6.75% | 1.42M shares | 8.71% → 6.75%-1.96 pp -460.00K (-24.45%) | Reduced | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $358.47M | 5.60% | 1.14M shares | 5.06% → 5.60%+0.54 pp -112.22K (-8.94%) | Reduced | ↗▾ |
| 09 | ICLRICON PLCSHS View history and evidence | $306.05M | 4.78% | 1.68M shares | 4.93% → 4.78%-0.15 pp -21.40K (-1.26%) | Reduced | ↗▾ |
| 10 | MSAMSA SAFETY INC View history and evidence | $290.12M | 4.53% | 1.81M shares | 4.86% → 4.53%-0.33 pp +106.35K (+6.24%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ATAI ATAIBECKLEY INC | Non-derivative | -42,112 | -$222.77K | SEC filing ↗ | SEC filing ↗ |
| BLK BLACKROCK INC | Non-derivative | -186 | -$216.85K | SEC filing ↗ | SEC filing ↗ |
| KMX CARMAX INC | Non-derivative | -4,469 | -$200.52K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1720792 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6402461078
}Research all 48 reported holdings.
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