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Ruane Cunniff LP

Ruane Cunniff LP Portfelj

Vrijednost portfelja
$6,4B
Pozicije
54
Razdoblje
Q2 2026
Datum portfelja
29. lip 2026.
Filed
prije 31 dan
Filed:
As of:· Q2 2026
Next update expected:≈ 14. stu 2026.· Q3 2026

Portfolio Allocation

Top 5: 40,2%

Pozicije u portfelju

Dionica
%
Dionica
Alphabet Inc.GOOGL
11,09%
Dionica
Taiwan Semiconductor S.A.TSM
8,71%
Dionica
Liberty Media Corp Formula One Series CFWONK
7,73%
Dionica
Charles Schwab Corp.SCHW
6,56%
Dionica
Capital One FinancialCOF
6,11%
Dionica
Elevance Health Inc.ELV
5,89%
Dionica
ICON plcICLR
5,54%
Dionica
Alphabet Inc. CL CGOOG
5,08%
Dionica
Sunbelt Rentals Holdings IncSUNB
4,96%
Dionica
Intercontinental Exchange Inc.ICE
4,90%
Dionica
MSA Safety Inc.MSA
4,68%
Dionica
United Health Group Inc.UNH
4,56%
Dionica
Bio-Techne Corp.TECH
3,68%
Dionica
Roper Technologies Inc.ROP
3,55%
Dionica
Align Technology Inc.ALGN
3,07%
Dionica
SAP SESAP
2,96%
Dionica
Zoetis Inc.ZTS
2,63%
Dionica
Berkshire Hathaway CL BBRK.B
2,34%
Dionica
AccentureACN
1,75%
Dionica
Meta Platforms Inc.META
1,35%
Dionica
Berkshire Hathaway CL ABRK.A
1,20%
Dionica
Liberty Media Corp Formula One Series AFWONA
0,95%
Dionica
Amentum Holdings Inc.AMTM
0,17%
LB
Liberty Broadband Corp. CL CLBRDK-OLD
0,16%
Dionica
Credit Acceptance Corp.CACC
0,05%
Dionica
Micron Technology Inc.MU
0,04%
LB
Liberty Broadband Corp. CL ALBRDA-OLD
0,04%
Dionica
GCI Liberty Inc. Series CGLIBK
0,04%
Dionica
Equitable Holdings Inc.EQH
0,03%
Dionica
Group 1 AutomotiveGPI
0,02%
VT
Vanguard Total Stock Mkt ETFVTI
0,02%
Dionica
Copa Holdings SACPA
0,01%
GL
GCI Liberty Inc. Series AGLBAV-OLD
0,01%
Dionica
Globus Medical Inc.GMED
0,01%
Dionica
Jacobs Solutions Inc.J
0,01%
Dionica
Jsc Kaspi.kz ADRKSPI
0,01%
Dionica
Lithia Motors Inc.LAD
0,01%
Dionica
Netflix Inc.NFLX
0,01%
Dionica
Smith Douglas Homes CorpSDHC
0,01%
VX
Vanguard Total Intl StockVXUS
0,01%
Dionica
Charter CommunicationsCHTR
0,00%
Dionica
Dollar GeneralDG
0,00%
Dionica
Ferguson Enterprises Inc.FERG
0,00%
Dionica
Hilton Grand Vacations Inc.HGV
0,00%
Dionica
Microsoft Corp.MSFT
0,00%
Dionica
Rimini Street Inc.RMNI
0,00%
Dionica
Sinclair Broadcast Group Inc.SBGI
0,00%
Dionica
S&P Global Inc.SPGI
0,00%
ST
Stellantis N.V.STLA
0,00%
VT
Vanguard Tot World Stk ETFVT
0,00%
Dionica
Apple Inc.AAPL
0,00%
AT
AtaiBeckley Inc.ATAI-OLD
0,00%
Dionica
American ExpressAXP
0,00%
Dionica
Bank of America Corp.BAC
0,00%

Nedavna aktivnost

Alphabet Inc.

GOOGL

Alphabet Inc.

Reduce 5.83%
Taiwan Semiconductor S.A.

TSM

Taiwan Semiconductor S.A.

Reduce 2.95%
Liberty Media Corp Formula One Series C

FWONK

Liberty Media Corp Formula One Series C

Reduce 2.50%
Charles Schwab Corp.

SCHW

Charles Schwab Corp.

Reduce 3.04%
Capital One Financial

COF

Capital One Financial

Reduce 3.06%
Elevance Health Inc.

ELV

Elevance Health Inc.

Reduce 29.42%
ICON plc

ICLR

ICON plc

Add 25.30%
Alphabet Inc. CL C

GOOG

Alphabet Inc. CL C

Reduce 2.69%
Sunbelt Rentals Holdings Inc

SUNB

Sunbelt Rentals Holdings Inc

Reduce 22.36%
Intercontinental Exchange Inc.

ICE

Intercontinental Exchange Inc.

Reduce 2.98%
MSA Safety Inc.

MSA

MSA Safety Inc.

Reduce 3.09%
United Health Group Inc.

UNH

United Health Group Inc.

Reduce 3.14%
Bio-Techne Corp.

TECH

Bio-Techne Corp.

Reduce 1.27%
Roper Technologies Inc.

ROP

Roper Technologies Inc.

Buy
Align Technology Inc.

ALGN

Align Technology Inc.

Reduce 2.91%
SAP SE

SAP

SAP SE

Add 64.89%
Zoetis Inc.

ZTS

Zoetis Inc.

Reduce 2.96%
Berkshire Hathaway CL B

BRK.B

Berkshire Hathaway CL B

Reduce 3.13%
Accenture

ACN

Accenture

Reduce 2.84%
Meta Platforms Inc.

META

Meta Platforms Inc.

Reduce 23.29%
Berkshire Hathaway CL A

BRK.A

Berkshire Hathaway CL A

Reduce 6.36%
Liberty Media Corp Formula One Series A

FWONA

Liberty Media Corp Formula One Series A

Reduce 3.89%
Amentum Holdings Inc.

AMTM

Amentum Holdings Inc.

Reduce 66.90%
LB

LBRDK-OLD

Liberty Broadband Corp. CL C

Reduce 73.93%
Credit Acceptance Corp.

CACC

Credit Acceptance Corp.

Reduce 96.39%
LB

LBRDA-OLD

Liberty Broadband Corp. CL A

Reduce 66.95%
GCI Liberty Inc. Series C

GLIBK

GCI Liberty Inc. Series C

Reduce 77.48%
Equitable Holdings Inc.

EQH

Equitable Holdings Inc.

Reduce 0.37%
Group 1 Automotive

GPI

Group 1 Automotive

Add 21.70%
VT

VTI

Vanguard Total Stock Mkt ETF

Add 8.19%
GL

GLBAV-OLD

GCI Liberty Inc. Series A

Reduce 77.92%
Jacobs Solutions Inc.

J

Jacobs Solutions Inc.

Reduce 0.70%
Jsc Kaspi.kz ADR

KSPI

Jsc Kaspi.kz ADR

Reduce 3.65%
Lithia Motors Inc.

LAD

Lithia Motors Inc.

Reduce 1.84%
Smith Douglas Homes Corp

SDHC

Smith Douglas Homes Corp

Add 88.23%
VX

VXUS

Vanguard Total Intl Stock

Add 8.59%
Charter Communications

CHTR

Charter Communications

Reduce 98.98%
Hilton Grand Vacations Inc.

HGV

Hilton Grand Vacations Inc.

Buy
Rimini Street Inc.

RMNI

Rimini Street Inc.

Reduce 4.53%
VT

VT

Vanguard Tot World Stk ETF

Buy
Bank of America Corp.

BAC

Bank of America Corp.

Buy

O portfelju Ruane Cunniff LP

Portfelj Ruane Cunniff LP drži 54 dionica ukupne vrijednosti $6,4B, prema najnovijem SEC 13F izvješću (Q2 2026). U nastavku možete istražiti svaku poziciju, njezin ponder i najnovije kupnje i prodaje.

Najveća pozicija u portfelju Ruane Cunniff LP je Alphabet Inc., koja čini 11,1% ukupne vrijednosti portfelja.

Često postavljana pitanja

Ruane Cunniff LP prema najnovijem SEC 13F izvješću drži 54 različitih dionica. Najveće pozicije su Alphabet Inc., Taiwan Semiconductor S.A., Liberty Media Corp Formula One Series C. Potpuni popis pozicija s ponderima i vrijednostima prikazan je u tablici iznad.

Najveća pozicija Ruane Cunniff LP je Alphabet Inc., koja čini 11,1% cijelog portfelja.

Portfelj Ruane Cunniff LP vrijedi $6,4B i raspoređen je na 54 dionica, prema 13F izvješću na dan 29. lip 2026..

Institucionalni ulagači poput Ruane Cunniff LP otkrivaju svoje pozicije svako tromjesečje u SEC 13F izvješću, koje se mora podnijeti u roku od 45 dana nakon završetka svakog tromjesečja. Ovu stranicu ažuriramo čim se objavi novo izvješće.

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