13F Filing
Ruane, Cunniff & Goldfarb L.P.
Ruane, Cunniff & Goldfarb is the manager of the iconic Sequoia Fund, founded in 1970 by Bill Ruane, a close friend of Warren Buffett and a graduate of Ben Graham's Columbia investing class. Runs a highly concentrated, long-term value-investing strategy and is considered one of the original Buffett-style mutual funds, immortalized in 'The Superinvestors of Graham-and-Doddsville.'
Filed2026.08.14
FilingCurrent Portfolio
$6.43B
Previous Portfolio
$6.03B
Change
+6.62%
Holdings
GOOGLALPHABET INCReduced$712.7M11.09%
TSMTAIWAN SEMICONDUCTOR MANUFACReduced$560.1M8.71%
FWONKLIBERTY MEDIA CORP DELReduced$497.0M7.73%
SCHWSCHWAB CHARLES CORPReduced$421.8M6.56%
COFCAPITAL ONE FINL CORPReduced$392.4M6.11%
ELVELEVANCE HEALTH INC FORMERLYReduced$378.8M5.89%
ICLRICON PUB LTD COIncreased$355.8M5.54%
GOOGALPHABET INCReduced$326.8M5.08%
SUNBSUNBELT RENTALS HOLDINGS INCReduced$318.8M4.96%
ICEINTERCONTINENTAL EXCHANGE INReduced$315.3M4.90%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL ALPHABET INC | 11.09% | Reduced | $712.7M | 1,994,274 | −123,370 | Communication Services |
| 2 |  TSM TAIWAN SEMICONDUCTOR MANUFAC | 8.71% | Reduced | $560.1M | 1,172,725 | −35,694 | Information Technology |
| 3 |  FWONK LIBERTY MEDIA CORP DEL | 7.73% | Reduced | $497.0M | 5,223,453 | −133,715 | Information Technology |
| 4 |  SCHW SCHWAB CHARLES CORP | 6.56% | Reduced | $421.8M | 4,571,355 | −143,425 | Financials |
| 5 |  COF CAPITAL ONE FINL CORP | 6.11% | Reduced | $392.4M | 1,956,084 | −61,723 | Financials |
| 6 |  ELV ELEVANCE HEALTH INC FORMERLY | 5.89% | Reduced | $378.8M | 979,598 | −408,370 | Health Care |
| 7 |  ICLR ICON PUB LTD CO | 5.54% | Increased | $355.8M | 2,048,087 | +413,476 | Industrials |
| 8 |  GOOG ALPHABET INC | 5.08% | Reduced | $326.8M | 924,866 | −25,528 | Communication Services |
| 9 |  SUNB SUNBELT RENTALS HOLDINGS INC | 4.96% | Reduced | $318.8M | 4,261,163 | −1,227,098 | Financials |
| 10 |  ICE INTERCONTINENTAL EXCHANGE IN | 4.90% | Reduced | $315.3M | 2,560,747 | −78,625 | Financials |
Portfolio Changes
Buy Positions
New Buy
Current 3.55%
+674,902Shares
Current <0.01%
+1,426Shares
Current <0.01%
+4,189Shares
Current <0.01%
+3,625Shares
Additional Buy
+25.30%
+413,476Shares
+64.89%
+486,637Shares
+21.70%
+871Shares
+8.19%
+225Shares
+8.59%
+508Shares
Sell Positions
Full Exit
Nothing to show yet
Partial Exit
−5.83%
−123,370Shares
−2.95%
−35,694Shares
−2.50%
−133,715Shares
−3.04%
−143,425Shares
−3.06%
−61,723Shares
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