13F tracker › Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb 13F holdings, Q2 2026
Ruane, Cunniff & Goldfarb (manager of the Sequoia Fund) reported 54 US-listed positions worth $6.4B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 4 new positions, 6 increased, 29 reduced, and 0 exited.
Reported value$6.4B
Positions54
New / exited4 / 0
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Alphabet Inc (Class A) | $712.7M | 11.1% | 1,994,274 |
| Taiwan Semiconductor Manufac | $560.1M | 8.7% | 1,172,725 |
| Liberty Media Corp Del (Com Lbty One S C) | $497.0M | 7.7% | 5,223,453 |
| Schwab Charles Corp | $421.8M | 6.6% | 4,571,355 |
| Capital One Finl Corp | $392.4M | 6.1% | 1,956,084 |
| Elevance Health Inc Formerly | $378.8M | 5.9% | 979,598 |
| Icon Pub Ltd Co | $355.8M | 5.5% | 2,048,087 |
| Alphabet Inc (Class C) | $326.8M | 5.1% | 924,866 |
| Sunbelt Rentals Holdings Inc | $318.8M | 5.0% | 4,261,163 |
| Intercontinental Exchange In | $315.3M | 4.9% | 2,560,747 |
| Msa Safety Inc | $300.5M | 4.7% | 1,721,415 |
| Unitedhealth Group Inc | $293.2M | 4.6% | 705,554 |
| Bio-Techne Corp | $236.6M | 3.7% | 3,348,841 |
| Roper Technologies Inc | $228.4M | 3.6% | 674,902 |
| Align Technology Inc | $197.6M | 3.1% | 1,171,455 |
| Sap Se | $190.6M | 3.0% | 1,236,546 |
| Zoetis Inc | $169.1M | 2.6% | 2,353,300 |
| Berkshire Hathaway Inc Del (Class B) | $150.5M | 2.3% | 300,672 |
| Accenture Plc Ireland | $112.2M | 1.7% | 901,848 |
| Meta Platforms Inc | $86.9M | 1.4% | 154,291 |
| Berkshire Hathaway Inc Del (Class A) | $77.1M | 1.2% | 103 |
| Liberty Media Corp Del (Com Lbty One S A) | $60.9M | 0.9% | 695,720 |
| Amentum Holdings Inc | $11.1M | 0.2% | 537,213 |
| Liberty Broadband Corp | $10.1M | 0.2% | 303,309 |
| Credit Accep Corp Mich | $3.4M | 0.1% | 5,279 |
New positions in Q2 2026
| Company | Value | Shares |
| Roper Technologies Inc | $228.4M | 674,902 |
| Vanguard Intl Equity Index F | $223,811 | 1,426 |
| Hilton Grand Vacations Inc | $219,378 | 4,189 |
| Bank Of Amer Corp | $206,553 | 3,625 |
Positions increased
| Company | Value | Share change | Shares |
| Icon Pub Ltd Co | $355.8M | +25% | 2,048,087 |
| Sap Se | $190.6M | +65% | 1,236,546 |
| Group 1 Automotive Inc | $1.4M | +22% | 4,884 |
| Vanguard Index Fds | $1.1M | +8% | 2,973 |
| Vanguard Star Fds | $548,846 | +9% | 6,420 |
| Smith Douglas Homes Corp | $423,854 | +88% | 27,275 |
Positions reduced
| Company | Value | Share change | Shares |
| Alphabet Inc (Class A) | $712.7M | -6% | 1,994,274 |
| Taiwan Semiconductor Manufac | $560.1M | -3% | 1,172,725 |
| Liberty Media Corp Del (Com Lbty One S C) | $497.0M | -2% | 5,223,453 |
| Schwab Charles Corp | $421.8M | -3% | 4,571,355 |
| Capital One Finl Corp | $392.4M | -3% | 1,956,084 |
| Elevance Health Inc Formerly | $378.8M | -29% | 979,598 |
| Alphabet Inc (Class C) | $326.8M | -3% | 924,866 |
| Sunbelt Rentals Holdings Inc | $318.8M | -22% | 4,261,163 |
| Intercontinental Exchange In | $315.3M | -3% | 2,560,747 |
| Msa Safety Inc | $300.5M | -3% | 1,721,415 |
| Unitedhealth Group Inc | $293.2M | -3% | 705,554 |
| Bio-Techne Corp | $236.6M | -1% | 3,348,841 |
| Align Technology Inc | $197.6M | -3% | 1,171,455 |
| Zoetis Inc | $169.1M | -3% | 2,353,300 |
| Berkshire Hathaway Inc Del (Class B) | $150.5M | -3% | 300,672 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
