Ruane, Cunniff & Goldfarb L.P. Portfolio Holdings

Ruane, Cunniff & Goldfarb L.P.

  • $5.3 Billion
  • Q3 2025

Ruane, Cunniff & Goldfarb L.P. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.3 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Corp with a value of $603M, Alphabet Inc. with a value of $573M, Taiwan Semiconductor Manufacturing CO LTD with a value of $526M, Elevance Health, Inc. with a value of $468M, and Intercontinental Exchange, Inc. with a value of $462M.

Examining the 13F form we can see an increase of $327M in the current position value, from $4.98B to 5.3B.

Ruane, Cunniff & Goldfarb L.P. is based out at New York, NY

Below you can find more details about Ruane, Cunniff & Goldfarb L.P. portfolio as well as his latest detailed transactions.

Portfolio value $5.3 Billion
Financial Services: $2.03 Billion
Communication Services: $1.32 Billion
Healthcare: $1.11 Billion
Technology: $539 Million
Industrials: $294 Million
Consumer Cyclical: $2.89 Million
ETFs: $1.26 Million
Consumer Defensive: $224,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$603 Million 11.37% of portfolio
6,315,561
Q3 2025 Reduced 4.29%
$1.65T
$573 Million 10.8% of portfolio
2,356,719
Q3 2025 Reduced 0.41%
$1.46T
$526 Million 9.91% of portfolio
1,881,721
Q3 2025 Reduced 1.88%
$78.2B
$468 Million 8.82% of portfolio
1,448,283
Q3 2025 Added 32.18%
$84.9B
$462 Million 8.71% of portfolio
2,743,291
Q3 2025 Reduced 0.93%
$77.2B
$446 Million 8.41% of portfolio
2,098,124
Q3 2025 Reduced 0.89%
$1.74T
$306 Million 5.76% of portfolio
1,254,571
Q3 2025 Reduced 2.45%
$13.2B
$298 Million 5.61% of portfolio
1,700,994
Q3 2025 Reduced 0.42%
$6.13B
$293 Million 5.53% of portfolio
1,705,286
Q3 2025 Added 79.68%
$5.7B
$270 Million 5.09% of portfolio
578,459
Q3 2025 Reduced 0.95%
$300B
$262 Million 4.94% of portfolio
758,223
Q3 2025 Reduced 0.68%
$1.37T
$179 Million 3.38% of portfolio
244,021
Q3 2025 Reduced 38.62%
$662B
$162 Million 3.06% of portfolio
322,552
Q3 2025 Reduced 1.31%
$6.2B
$119 Million 2.25% of portfolio
1,874,237
Q3 2025 Reduced 0.8%
$32.4B
$103 Million 1.94% of portfolio
373,432
Q3 2025 Reduced 3.41%
$453B
$88.2 Million 1.66% of portfolio
117
Q2 2025 Reduced 7.14%
$926M
$42.4 Million 0.8% of portfolio
669,160
Q3 2025 Added 0.05%
$279B
$12.3 Million 0.23% of portfolio
46,000
Q3 2025 New
$16.8B
$2.06 Million 0.04% of portfolio
40,636
Q3 2025 Reduced 0.23%
$5.71B
$1.58 Million 0.03% of portfolio
3,610
Q3 2025 Added 7.76%
$8.04B
$858,000 0.02% of portfolio
2,716
Q4 2024 Reduced 0.44%
$0
$868,000 0.02% of portfolio
2,647
Q3 2025 Added 3.76%
$3.78T
$356,000 0.01% of portfolio
689
Q2 2025 Added 6.16%
$49.1B
$724,000 0.01% of portfolio
604
Q3 2025 Reduced 0.33%
$0
$389,000 0.01% of portfolio
5,301
Q3 2025 Added 13.71%
$255B
$309,000 0.01% of portfolio
932
Q1 2024 New
$3.59B
$303,000 0.01% of portfolio
2,555
Q4 2024 New
$268B
$361,000 0.01% of portfolio
2,162
Q2 2025 New
$337M
$173,000 0.0% of portfolio
37,141
Q3 2025 Reduced 2.14%
$33.4B
$255,000 0.0% of portfolio
27,313
Q3 2025 Reduced 31.16%
$159B
$258,000 0.0% of portfolio
531
Q1 2024 New
Smith Douglas Homes Corp
-
$0 0.0% of portfolio
-
Q3 2025 New
Sinclair Inc
-
$0 0.0% of portfolio
-
Q2 2023 New
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.75%
$4.3T
$226,000 0.0% of portfolio
891
Q3 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
$664M
$222,000 0.0% of portfolio
42,112
Q1 2023 New
$5.44B
$200,000 0.0% of portfolio
4,469
Q3 2025 Reduced 28.84%
$23.5B
$224,000 0.0% of portfolio
2,170
Q3 2025 Added 1.21%
Gci Liberty Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Gci Liberty Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 99.13%
$13B
$0 0.0% of portfolio
-
Q3 2025 New
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.81%
Amentum Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.74%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $5.3 Billion
  • Prior Value $4.98 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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