Ruane, Cunniff & Goldfarb L.P. 13F 持仓 · 2026年Q2
Ruane, Cunniff & Goldfarb 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 64.27 亿美元。前几大持仓：GOOGL（11.09%）、TSM（8.71%）、FWONK（7.73%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $712.7M | 11.09% | 2.0M | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 8.71% | 1.2M | 减持 |
| 3 | FWONK | LIBERTY MEDIA CORP DEL | $497.0M | 7.73% | 5.2M | 减持 |
| 4 | SCHW | SCHWAB CHARLES CORP | $421.8M | 6.56% | 4.6M | 减持 |
| 5 | COF | CAPITAL ONE FINL CORP | $392.4M | 6.11% | 2.0M | 减持 |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $378.8M | 5.89% | 979,598 | 减持 |
| 7 | ICLR | ICON PUB LTD CO | $355.8M | 5.54% | 2.0M | 增持 |
| 8 | GOOG | ALPHABET INC | $326.8M | 5.08% | 924,866 | 减持 |
| 9 | SUNB | SUNBELT RENTALS HOLDINGS INC | $318.8M | 4.96% | 4.3M | 减持 |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $315.3M | 4.90% | 2.6M | 减持 |
| 11 | MSA | MSA SAFETY INC | $300.5M | 4.68% | 1.7M | 减持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $293.2M | 4.56% | 705,554 | 减持 |
| 13 | TECH | BIO-TECHNE CORP | $236.6M | 3.68% | 3.3M | 减持 |
| 14 | ROP | ROPER TECHNOLOGIES INC | $228.4M | 3.55% | 674,902 | 新建仓 |
| 15 | ALGN | ALIGN TECHNOLOGY INC | $197.6M | 3.07% | 1.2M | 减持 |
| 16 | SAP | SAP SE | $190.6M | 2.96% | 1.2M | 增持 |
| 17 | ZTS | ZOETIS INC | $169.1M | 2.63% | 2.4M | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $150.5M | 2.34% | 300,672 | 减持 |
| 19 | ACN | ACCENTURE PLC IRELAND | $112.2M | 1.75% | 901,848 | 减持 |
| 20 | META | META PLATFORMS INC | $86.9M | 1.35% | 154,291 | 减持 |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $77.1M | 1.20% | 103 | 减持 |
| 22 | FWONA | LIBERTY MEDIA CORP DEL | $60.9M | 0.95% | 695,720 | 减持 |
| 23 | AMTM | AMENTUM HOLDINGS INC | $11.1M | 0.17% | 537,213 | 减持 |
| 24 | LBRDK | LIBERTY BROADBAND CORP | $10.1M | 0.16% | 303,309 | 减持 |
| 25 | CACC | CREDIT ACCEP CORP MICH | $3.4M | 0.05% | 5,279 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR