About this page
Holdings reported by large investment funds on SEC Form 13F, shown for one fund, one stock, or a whole quarter.
How to read it
- 13F
- A quarterly list of U.S. stocks held by an investment manager with more than $100 million, filed within 45 days after each quarter ends.
- New, Added, Cut, Sold
- How each holding changed compared with the previous quarter's filing.
- % of portfolio
- How big the holding is compared with everything the fund reported.
- What it leaves out
- Short positions, most bonds, cash and foreign shares. The list is also up to 45 days old when it appears.
A real example
Berkshire Hathaway's 13F filings showed that during the second quarter of 2024 it sold roughly half of its Apple shares. Anyone reading the filing in August 2024 could see the change, but only after the quarter had ended.
Explain it like I'm 13
Imagine the biggest kids in the school trading-card club have to show everyone their card binder four times a year. You get to see which cards they kept, added or traded away, but the binder you see is already a few weeks old.
Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.
Ruane, Cunniff & Goldfarb Portfolio and 13F Holdings
As of Jun 30, 2026, filed Aug 14, 2026. The top 10 positions make up 66.6% of the reported portfolio.
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Holdings
| # | Stock | Value | % of total | vs. Q1 2026 |
|---|---|---|---|---|
| 1 | GOOGL ALPHABET INC | $712.7M | 11.09% | ▼ −5.8% |
| 2 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $560.1M | 8.71% | ▼ −3.0% |
| 3 | FWONK LIBERTY MEDIA CORP DEL | $497.0M | 7.73% | ▼ −2.5% |
| 4 | SCHW SCHWAB CHARLES CORP | $421.8M | 6.56% | ▼ −3.0% |
| 5 | COF CAPITAL ONE FINL CORP | $392.4M | 6.11% | ▼ −3.1% |
| 6 | ELV ELEVANCE HEALTH INC FORMERLY | $378.8M | 5.89% | ▼ −29.4% |
| 7 | ICLR ICON PUB LTD CO | $355.8M | 5.54% | ▲ +25.3% |
| 8 | GOOG ALPHABET INC | $326.8M | 5.08% | ▼ −2.7% |
| 9 | SUNB SUNBELT RENTALS HOLDINGS INC | $318.8M | 4.96% | ▼ −22.4% |
| 10 | ICE INTERCONTINENTAL EXCHANGE IN | $315.3M | 4.90% | ▼ −3.0% |
| 11 | MSA MSA SAFETY INC | $300.5M | 4.68% | ▼ −3.1% |
| 12 | UNH UNITEDHEALTH GROUP INC | $293.2M | 4.56% | ▼ −3.1% |
| 13 | TECH BIO-TECHNE CORP | $236.6M | 3.68% | ▼ −1.3% |
| 14 | ROP ROPER TECHNOLOGIES INC | $228.4M | 3.55% | ▲ New |
| 15 | ALGN ALIGN TECHNOLOGY INC | $197.6M | 3.07% | ▼ −2.9% |
| 16 | SAP SAP SE | $190.6M | 2.96% | ▲ +64.9% |
| 17 | ZTS ZOETIS INC | $169.1M | 2.63% | ▼ −3.0% |
| 18 | BRKB BERKSHIRE HATHAWAY INC DEL | $150.5M | 2.34% | ▼ −3.1% |
| 19 | ACN ACCENTURE PLC IRELAND | $112.2M | 1.75% | ▼ −2.8% |
| 20 | META META PLATFORMS INC | $86.9M | 1.35% | ▼ −23.3% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $77.1M | 1.20% | ▼ −6.4% |
| 22 | FWONA LIBERTY MEDIA CORP DEL | $60.9M | 0.95% | ▼ −3.9% |
| 23 | AMTM AMENTUM HOLDINGS INC | $11.1M | 0.17% | ▼ −66.9% |
| 24 | LBRDK LIBERTY BROADBAND CORP | $10.1M | 0.16% | ▼ −73.9% |
| 25 | CACC CREDIT ACCEP CORP MICH | $3.36M | 0.05% | ▼ −96.4% |
| 26 | MU MICRON TECHNOLOGY INC | $2.50M | 0.04% | No change |
| 27 | LBRDA LIBERTY BROADBAND CORP | $2.46M | 0.04% | ▼ −67.0% |
| 28 | GLIBK LIBERTY CAP CORP | $2.46M | 0.04% | ▼ −77.5% |
| 29 | EQH EQUITABLE HLDGS INC | $1.77M | 0.03% | ▼ −0.4% |
| 30 | GPI GROUP 1 AUTOMOTIVE INC | $1.42M | 0.02% | ▲ +21.7% |
| 31 | VTI VANGUARD INDEX FDS | $1.10M | 0.02% | ▲ +8.2% |
| 32 | LAD LITHIA MTRS INC | $852K | 0.01% | ▼ −1.8% |
| 33 | J JACOBS SOLUTIONS INC | $787K | 0.01% | ▼ −0.7% |
| 34 | GLIBA LIBERTY CAP CORP | $617K | 0.01% | ▼ −77.9% |
| 35 | NFLX NETFLIX INC. | $578K | 0.01% | No change |
| 36 | VXUS VANGUARD STAR FDS | $549K | 0.01% | ▲ +8.6% |
| 37 | GMED GLOBUS MED INC | $475K | 0.01% | No change |
| 38 | SDHC SMITH DOUGLAS HOMES CORP | $424K | 0.01% | ▲ +88.2% |
| 39 | CPA COPA HOLDINGS SA | $397K | 0.01% | No change |
| 40 | KSPI KASPI KZ JSC | $341K | 0.01% | ▼ −3.6% |
| 41 | AXP AMERICAN EXPRESS CO | $315K | 0.00% | No change |
| 42 | AAPL APPLE INC | $278K | 0.00% | No change |
| 43 | MSFT MICROSOFT CORP | $275K | 0.00% | No change |
| 44 | SBGI SINCLAIR INC | $256K | 0.00% | No change |
| 45 | DG DOLLAR GEN CORP | $252K | 0.00% | No change |
| 46 | FERG FERGUSON ENTERPRISES INC | $237K | 0.00% | No change |
| 47 | VT VANGUARD INTL EQUITY INDEX F | $224K | 0.00% | ▲ New |
| 48 | ATAI ATAIBECKLEY INC | $222K | 0.00% | No change |
| 49 | CHTR CHARTER COMMUNICATIONS INC | $221K | 0.00% | ▼ −99.0% |
| 50 | HGV HILTON GRAND VACATIONS INC | $219K | 0.00% | ▲ New |
| 51 | SPGI S&P GLOBAL INC | $216K | 0.00% | No change |
| 52 | BAC BANK OF AMER CORP | $207K | 0.00% | ▲ New |
| 53 | STLA STELLANTIS N.V | $144K | 0.00% | No change |
| 54 | RMNI RIMINI STR INC DEL | $143K | 0.00% | ▼ −4.5% |
A 13F shows long U.S. stock positions at quarter end only. It leaves out shorts, cash, bonds, most non-U.S. holdings and anything bought or sold since. Positions in listed options are not included in this table. What a 13F can't tell you →