Ruane Cunniff LP
Ruane Cunniff LP Portfolio
- Portfolio Value
- $6B
- Holdings
- 50
- Period
- Q1 2026
- Portfolio Date
- Mar 30, 2026
The edge that pays for itself.
Portfolio Allocation
Top 5: 38.7%GOOGL10.10%
- FWONK7.56%
SCHW7.35%
ICE6.89%
TSM6.77%
ELV6.74%
COF6.11%
SUNB5.93%
- Others42.51%
Portfolio Holdings
Recent Activity
GOOGL
Alphabet Inc.
FWONK
Liberty Media Corp Formula One Series C
SCHW
Charles Schwab Corp.
ICE
Intercontinental Exchange Inc.
TSM
Taiwan Semiconductor S.A.
ELV
Elevance Health Inc.
COF
Capital One Financial
SUNB
Sunbelt Rentals Holdings Inc
MSA
MSA Safety Inc.
ZTS
Zoetis Inc.
GOOG
Alphabet Inc. CL C
ALGN
Align Technology Inc.
UNH
United Health Group Inc.
ACN
Accenture
ICLR
ICON plc
TECH
Bio-Techne Corp.
BRK.B
Berkshire Hathaway CL B
SAP
SAP SE
META
Meta Platforms Inc.
BRK.A
Berkshire Hathaway CL A
CACC
Credit Acceptance Corp.
LBRDK
Liberty Broadband Corp. CL C
FWONA
Liberty Media Corp Formula One Series A
AMTM
Amentum Holdings Inc.
CHTR
Charter Communications
GLIBK
GCI Liberty Inc. Series C
LBRDA
Liberty Broadband Corp. CL A
GLBAV-OLD
GCI Liberty Inc. Series A
EQH
Equitable Holdings Inc.
GPI
Group 1 Automotive
GMED
Globus Medical Inc.
J
Jacobs Solutions Inc.
KSPI
Jsc Kaspi.kz ADR
LAD
Lithia Motors Inc.
NFLX
Netflix Inc.
VTI
Vanguard Total Stock Mkt ETF
VXUS
Vanguard Total Intl Stock
DG
Dollar General
MSFT
Microsoft Corp.
RMNI
Rimini Street Inc.
SDHC
Smith Douglas Homes Corp
STLA
Stellantis N.V.
AAPL
Apple Inc.
ATAI
AtaiBeckley Inc.
About the Ruane Cunniff LP Portfolio
The Ruane Cunniff LP portfolio holds 50 stocks with a total value of $6B, based on the latest SEC 13F filing (Q1 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.
The largest position in the Ruane Cunniff LP portfolio is Alphabet Inc., which accounts for 10.1% of the total portfolio value.
Frequently asked questions
Ruane Cunniff LP holds 50 different stocks according to the latest SEC 13F filing. The largest positions are Alphabet Inc., Liberty Media Corp Formula One Series C, Charles Schwab Corp.. The full list of holdings with weightings and values is shown in the table above.
Ruane Cunniff LP's largest position is Alphabet Inc., which makes up 10.1% of the total portfolio.
The Ruane Cunniff LP portfolio is worth $6B and is spread across 50 stocks, based on the 13F filing as of Mar 30, 2026.
Institutional investors like Ruane Cunniff LP disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.
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