RL

Ruane Cunniff LP

Ruane Cunniff LP Portfelj

Vrijednost portfelja
$6B
Pozicije
50
Razdoblje
Q1 2026
Datum portfelja
30. ožu 2026.
Zadnje ažuriranje:· Q1 2026
Next update expected:≈ 14. kol 2026.· Q2 2026

Portfolio Allocation

Top 5: 38,7%
GOOGL · 10,10%FWONK · 7,56%SCHW · 7,35%ICE · 6,89%TSM · 6,77%ELV · 6,74%COF · 6,11%SUNB · 5,93%Others · 42,51%
50Pozicije
  • Alphabet Inc. DionicaGOOGL10,10%
  • FWONK7,56%
  • Charles Schwab Corp. DionicaSCHW7,35%
  • Intercontinental Exchange Inc. DionicaICE6,89%
  • Taiwan Semiconductor S.A. DionicaTSM6,77%
  • Elevance Health Inc. DionicaELV6,74%
  • Capital One Financial DionicaCOF6,11%
  • Sunbelt Rentals Holdings Inc DionicaSUNB5,93%
  • Others42,51%

Pozicije u portfelju

Dionica
%
undefined Dionica
Alphabet Inc.GOOGL
10,10%
FW
Liberty Media Corp Formula One Series CFWONK
7,56%
undefined Dionica
Charles Schwab Corp.SCHW
7,35%
undefined Dionica
Intercontinental Exchange Inc.ICE
6,89%
undefined Dionica
Taiwan Semiconductor S.A.TSM
6,77%
undefined Dionica
Elevance Health Inc.ELV
6,74%
undefined Dionica
Capital One FinancialCOF
6,11%
undefined Dionica
Sunbelt Rentals Holdings IncSUNB
5,93%
undefined Dionica
MSA Safety Inc.MSA
4,83%
undefined Dionica
Zoetis Inc.ZTS
4,76%
undefined Dionica
Alphabet Inc. CL CGOOG
4,52%
undefined Dionica
Align Technology Inc.ALGN
3,43%
undefined Dionica
United Health Group Inc.UNH
3,27%
undefined Dionica
AccentureACN
3,05%
undefined Dionica
ICON plcICLR
3,00%
undefined Dionica
Bio-Techne Corp.TECH
2,94%
BR
Berkshire Hathaway CL BBRK.B
2,47%
undefined Dionica
SAP SESAP
2,13%
undefined Dionica
Meta Platforms Inc.META
1,91%
undefined Dionica
Berkshire Hathaway CL ABRK.A
1,31%
undefined Dionica
Credit Acceptance Corp.CACC
1,03%
undefined Dionica
Liberty Broadband Corp. CL CLBRDK
0,97%
undefined Dionica
Liberty Media Corp Formula One Series AFWONA
0,94%
undefined Dionica
Amentum Holdings Inc.AMTM
0,70%
undefined Dionica
Charter CommunicationsCHTR
0,55%
undefined Dionica
GCI Liberty Inc. Series CGLIBK
0,31%
undefined Dionica
Liberty Broadband Corp. CL ALBRDA
0,19%
GL
GCI Liberty Inc. Series AGLBAV-OLD
0,08%
undefined Dionica
Equitable Holdings Inc.EQH
0,02%
undefined Dionica
Group 1 AutomotiveGPI
0,02%
undefined Dionica
Globus Medical Inc.GMED
0,01%
undefined Dionica
Jacobs Solutions Inc.J
0,01%
undefined Dionica
Jsc Kaspi.kz ADRKSPI
0,01%
undefined Dionica
Lithia Motors Inc.LAD
0,01%
undefined Dionica
Micron Technology Inc.MU
0,01%
undefined Dionica
Netflix Inc.NFLX
0,01%
VT
Vanguard Total Stock Mkt ETFVTI
0,01%
VX
Vanguard Total Intl StockVXUS
0,01%
undefined Dionica
Dollar GeneralDG
0,00%
undefined Dionica
Ferguson Enterprises Inc.FERG
0,00%
undefined Dionica
Microsoft Corp.MSFT
0,00%
undefined Dionica
Rimini Street Inc.RMNI
0,00%
undefined Dionica
Sinclair Broadcast Group Inc.SBGI
0,00%
undefined Dionica
Smith Douglas Homes CorpSDHC
0,00%
undefined Dionica
S&P Global Inc.SPGI
0,00%
ST
Stellantis N.V.STLA
0,00%
undefined Dionica
Apple Inc.AAPL
0,00%
undefined Dionica
AtaiBeckley Inc.ATAI
0,00%
undefined Dionica
American ExpressAXP
0,00%
undefined Dionica
Copa Holdings SACPA
0,00%

Nedavna aktivnost

Alphabet Inc. Dionica

GOOGL

Alphabet Inc.

Reduce 2.63%
FW

FWONK

Liberty Media Corp Formula One Series C

Reduce 2.44%
Charles Schwab Corp. Dionica

SCHW

Charles Schwab Corp.

Reduce 15.73%
Intercontinental Exchange Inc. Dionica

ICE

Intercontinental Exchange Inc.

Reduce 2.39%
Taiwan Semiconductor S.A. Dionica

TSM

Taiwan Semiconductor S.A.

Reduce 15.00%
Elevance Health Inc. Dionica

ELV

Elevance Health Inc.

Reduce 2.43%
Capital One Financial Dionica

COF

Capital One Financial

Reduce 2.43%
Sunbelt Rentals Holdings Inc Dionica

SUNB

Sunbelt Rentals Holdings Inc

Buy
MSA Safety Inc. Dionica

MSA

MSA Safety Inc.

Reduce 1.95%
Zoetis Inc. Dionica

ZTS

Zoetis Inc.

Buy
Alphabet Inc. CL C Dionica

GOOG

Alphabet Inc. CL C

Reduce 16.80%
Align Technology Inc. Dionica

ALGN

Align Technology Inc.

Reduce 1.31%
United Health Group Inc. Dionica

UNH

United Health Group Inc.

Reduce 2.36%
Accenture Dionica

ACN

Accenture

Reduce 1.61%
ICON plc Dionica

ICLR

ICON plc

Reduce 2.68%
Bio-Techne Corp. Dionica

TECH

Bio-Techne Corp.

Add 131.39%
BR

BRK.B

Berkshire Hathaway CL B

Reduce 1.81%
SAP SE Dionica

SAP

SAP SE

Add 1532.83%
Meta Platforms Inc. Dionica

META

Meta Platforms Inc.

Reduce 15.84%
Berkshire Hathaway CL A Dionica

BRK.A

Berkshire Hathaway CL A

Reduce 4.35%
Credit Acceptance Corp. Dionica

CACC

Credit Acceptance Corp.

Reduce 72.73%
Liberty Broadband Corp. CL C Dionica

LBRDK

Liberty Broadband Corp. CL C

Reduce 36.82%
Liberty Media Corp Formula One Series A Dionica

FWONA

Liberty Media Corp Formula One Series A

Reduce 2.04%
Amentum Holdings Inc. Dionica

AMTM

Amentum Holdings Inc.

Reduce 32.21%
Charter Communications Dionica

CHTR

Charter Communications

Reduce 57.86%
GCI Liberty Inc. Series C Dionica

GLIBK

GCI Liberty Inc. Series C

Reduce 6.00%
Liberty Broadband Corp. CL A Dionica

LBRDA

Liberty Broadband Corp. CL A

Reduce 65.72%
GL

GLBAV-OLD

GCI Liberty Inc. Series A

Buy
Equitable Holdings Inc. Dionica

EQH

Equitable Holdings Inc.

Reduce 0.44%
Group 1 Automotive Dionica

GPI

Group 1 Automotive

Add 11.16%
Globus Medical Inc. Dionica

GMED

Globus Medical Inc.

Buy
Jacobs Solutions Inc. Dionica

J

Jacobs Solutions Inc.

Reduce 3.07%
Jsc Kaspi.kz ADR Dionica

KSPI

Jsc Kaspi.kz ADR

Reduce 0.71%
Lithia Motors Inc. Dionica

LAD

Lithia Motors Inc.

Reduce 2.00%
Netflix Inc. Dionica

NFLX

Netflix Inc.

Add 55.00%
VT

VTI

Vanguard Total Stock Mkt ETF

Add 2.61%
VX

VXUS

Vanguard Total Intl Stock

Add 8.72%
Dollar General Dionica

DG

Dollar General

Add 0.83%
Microsoft Corp. Dionica

MSFT

Microsoft Corp.

Add 6.97%
Rimini Street Inc. Dionica

RMNI

Rimini Street Inc.

Reduce 5.05%
Smith Douglas Homes Corp Dionica

SDHC

Smith Douglas Homes Corp

Add 18.68%
ST

STLA

Stellantis N.V.

Reduce 1.98%
Apple Inc. Dionica

AAPL

Apple Inc.

Add 7.86%
AtaiBeckley Inc. Dionica

ATAI

AtaiBeckley Inc.

Buy

O portfelju Ruane Cunniff LP

Portfelj Ruane Cunniff LP drži 50 dionica ukupne vrijednosti $6B, prema najnovijem SEC 13F izvješću (Q1 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 10,1% ukupne vrijednosti portfelja.

Često postavljana pitanja

Ruane Cunniff LP prema najnovijem SEC 13F izvješću drži 50 različitih dionica. Najveće pozicije su Alphabet Inc., Liberty Media Corp Formula One Series C, Charles Schwab Corp.. Potpuni popis pozicija s ponderima i vrijednostima prikazan je u tablici iznad.

Najveća pozicija Ruane Cunniff LP je Alphabet Inc., koja čini 10,1% cijelog portfelja.

Portfelj Ruane Cunniff LP vrijedi $6B i raspoređen je na 50 dionica, prema 13F izvješću na dan 30. ožu 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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