SEC 13F filing
Ruane Cunniff 13F portfolio — Q2 2026
Ruane Cunniff reported $6.43B across its 54 reported positions in its SEC Form 13F-HR for the quarter ended 2026-06-30, with ALPHABET INC (CUSIP 02079K305) the largest at $712.7M (11.09% of reported value). 13F positions are as of quarter-end and filed up to 45 days later — they are not current positions.
Definition
A 13F filing is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. Source: SEC EDGAR Form 13F-HR.
Ruane Cunniff holdings — Q2 2026
| # | Holding | Ticker | Shares | Value | % of reported | Δ shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC (CUSIP 02079K305) | GOOGL | 1,994,274 | $712.7M | 11.09% | −123,370 |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd | TSM | 1,172,725 | $560.1M | 8.71% | −35,694 |
| 3 | LIBERTY MEDIA CORP DEL (CUSIP 531229755) | FWONK | 5,223,453 | $497.0M | 7.73% | −133,715 |
| 4 | SCHWAB CHARLES CORP | SCHW | 4,571,355 | $421.8M | 6.56% | −143,425 |
| 5 | CAPITAL ONE FINL CORP | COF | 1,956,084 | $392.4M | 6.11% | −61,723 |
| 6 | ELEVANCE HEALTH INC FORMERLY | — | 979,598 | $378.8M | 5.89% | −408,370 |
| 7 | ICON PLC | ICLR | 2,048,087 | $355.8M | 5.54% | +413,476 |
| 8 | ALPHABET INC (CUSIP 02079K107) | GOOG | 924,866 | $326.8M | 5.08% | −25,528 |
| 9 | SUNBELT RENTALS HOLDINGS INC | SUNB | 4,261,163 | $318.8M | 4.96% | −1,227,098 |
| 10 | Intercontinental Exchange Inc | ICE | 2,560,747 | $315.3M | 4.9% | −78,625 |
| 11 | MSA SAFETY INC | MSA | 1,721,415 | $300.5M | 4.68% | −54,867 |
| 12 | UNITEDHEALTH GROUP INC | UNH | 705,554 | $293.2M | 4.56% | −22,853 |
| 13 | BIO-TECHNE CORP | TECH | 3,348,841 | $236.6M | 3.68% | −43,160 |
| 14 | ROPER TECHNOLOGIES INC | ROP | 674,902 | $228.4M | 3.55% | new |
| 15 | Align Technology Inc | ALGN | 1,171,455 | $197.6M | 3.07% | −35,080 |
| 16 | SAP SE | SAP | 1,236,546 | $190.6M | 2.96% | +486,637 |
| 17 | ZOETIS INC | ZTS | 2,353,300 | $169.1M | 2.63% | −71,710 |
| 18 | BERKSHIRE HATHAWAY INC DEL (CUSIP 84670702) | — | 300,672 | $150.5M | 2.34% | −9,716 |
| 19 | ACCENTURE PLC IRELAND | ACN | 901,848 | $112.2M | 1.75% | −26,356 |
| 20 | META PLATFORMS INC | META | 154,291 | $86.9M | 1.35% | −46,856 |
| 21 | BERKSHIRE HATHAWAY INC DEL (CUSIP 84670108) | — | 103 | $77.1M | 1.2% | −7 |
| 22 | LIBERTY MEDIA CORP DEL (CUSIP 531229771) | FWONA | 695,720 | $60.9M | 0.95% | −28,122 |
| 23 | AMENTUM HOLDINGS INC | AMTM | 537,213 | $11.1M | 0.17% | −1,085,769 |
| 24 | LIBERTY BROADBAND CORP (CUSIP 530307305) | LBRDK | 303,309 | $10.1M | 0.16% | −860,139 |
| 25 | CREDIT ACCEP CORP MICH | CACC | 5,279 | $3.4M | 0.05% | −140,924 |
| 26 | MICRON TECHNOLOGY INC | MU | 2,162 | $2.5M | 0.04% | 0 |
| 27 | LIBERTY BROADBAND CORP (CUSIP 530307107) | LBRDA | 73,945 | $2.5M | 0.04% | −149,815 |
| 28 | GCI LIBERTY INC (CUSIP 36164V800) | GLIBK | 114,119 | $2.5M | 0.04% | −392,608 |
| 29 | EQUITABLE HLDGS INC | — | 40,310 | $1.8M | 0.03% | −149 |
| 30 | GROUP 1 AUTOMOTIVE INC | GPI | 4,884 | $1.4M | 0.02% | +871 |
| 31 | VANGUARD INDEX FDS | — | 2,973 | $1.1M | 0.02% | +225 |
| 32 | LITHIA MTRS INC | LAD | 2,933 | $852.0K | 0.01% | −55 |
| 33 | JACOBS SOLUTIONS INC | J | 6,244 | $786.7K | 0.01% | −44 |
| 34 | GCI LIBERTY INC (CUSIP 36164V602) | GLIBA | 28,162 | $616.7K | 0.01% | −99,386 |
| 35 | Netflix Inc | NFLX | 8,091 | $577.7K | 0.01% | 0 |
| 36 | VANGUARD STAR FDS | — | 6,420 | $548.8K | 0.01% | +508 |
| 37 | GLOBUS MED INC | GMED | 6,008 | $474.7K | 0.01% | 0 |
| 38 | SMITH DOUGLAS HOMES CORP | SDHC | 27,275 | $423.9K | 0.01% | +12,785 |
| 39 | COPA HOLDINGS SA | CPA | 2,555 | $397.5K | 0.01% | 0 |
| 40 | Kaspi.KZ JSC | KSPI | 3,934 | $340.8K | 0.01% | −149 |
| 41 | AMERICAN EXPRESS CO | AXP | 932 | $315.2K | 0% | 0 |
| 42 | APPLE INC | AAPL | 961 | $278.1K | 0% | 0 |
| 43 | MICROSOFT CORP | MSFT | 737 | $274.9K | 0% | 0 |
| 44 | SINCLAIR INC | SBGI | 17,959 | $255.9K | 0% | 0 |
| 45 | DOLLAR GEN CORP | DG | 2,188 | $251.9K | 0% | 0 |
| 46 | FERGUSON ENTERPRISES INC | FERG | 1,000 | $237.3K | 0% | 0 |
| 47 | VANGUARD INTL EQUITY INDEX F | — | 1,426 | $223.8K | 0% | new |
| 48 | ATAIBECKLEY INC | ATAI | 42,112 | $221.9K | 0% | 0 |
| 49 | CHARTER COMMUNICATIONS INC | CHTR | 1,556 | $221.3K | 0% | −151,007 |
| 50 | HILTON GRAND VACATIONS INC | HGV | 4,189 | $219.4K | 0% | new |
Showing the top 50 of 54 stored positions by value.
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Changes vs Q1 2026
Share-count changes between the Q1 2026 and Q2 2026 filings, matched position by position. Value deltas include the quarter's price move, so rankings key on share changes first.
New positions
- ROPER TECHNOLOGIES INC+674,902 sh · +$228.4M
- VANGUARD INTL EQUITY INDEX F+1,426 sh · +$223.8K
- HILTON GRAND VACATIONS INC+4,189 sh · +$219.4K
- BANK AMERICA CORP+3,625 sh · +$206.6K
Largest increases
- ICON PLC+413,476 sh · +$174.9M
- SAP SE+486,637 sh · +$62.2M
- SMITH DOUGLAS HOMES CORP+12,785 sh · +$238.4K
- VANGUARD INDEX FDS+225 sh · +$218.5K
- GROUP 1 AUTOMOTIVE INC+871 sh · +$95.3K
- VANGUARD STAR FDS+508 sh · +$93.0K
Largest decreases
- ZOETIS INC−71,710 sh · −$117.6M
- Intercontinental Exchange Inc−78,625 sh · −$99.9M
- ACCENTURE PLC IRELAND−26,356 sh · −$71.8M
- CREDIT ACCEP CORP MICH−140,924 sh · −$58.5M
- LIBERTY BROADBAND CORP (CUSIP 530307305)−860,139 sh · −$48.4M
- SUNBELT RENTALS HOLDINGS INC−1,227,098 sh · −$38.5M
- CHARTER COMMUNICATIONS INC−151,007 sh · −$32.7M
- AMENTUM HOLDINGS INC−1,085,769 sh · −$31.2M
- META PLATFORMS INC−46,856 sh · −$28.2M
- ELEVANCE HEALTH INC FORMERLY−408,370 sh · −$27.5M
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Ruane Cunniff 13F filing history
| Quarter | Quarter end | Positions stored | Reported value |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 54 | $6.43B |
| Q1 2026 | 2026-03-31 | 50 | $6.03B |
| Q4 2025 | 2025-12-31 | 48 | $6.40B |
| Q3 2025 | 2025-09-30 | 47 | $6.04B |
| Q2 2025 | 2025-06-30 | 43 | $5.83B |
| Q4 2017 | 2017-12-31 | 66 | $12.20B |
| Q3 2017 | 2017-09-30 | 69 | $11.42B |
| Q2 2017 | 2017-06-30 | 70 | $10.81B |
Related on Flock
- All tracked 13F filers (browse every fund by name)
- Stocks the most 13F filers added last quarter
- The largest single 13F position increases
- What is a 13F filing? (how the disclosure works, and its limits)
- NSE shareholding patterns (the India equivalent: quarterly ownership filings)
Frequently asked questions
What is Ruane Cunniff's largest 13F holding?
ALPHABET INC (CUSIP 02079K305) was Ruane Cunniff's largest reported position for the quarter ended 2026-06-30, valued at $712.7M — 11.09% of the $6.43B in reported holdings. Figures come from the fund's SEC Form 13F-HR. Not investment advice.
How many positions did Ruane Cunniff report for Q2 2026?
Ruane Cunniff reported 54 US-listed positions worth $6.43B in its 13F filing for the quarter ended 2026-06-30.
Which quarter does Ruane Cunniff's 13F data here cover?
Flock's coverage of Ruane Cunniff runs through the quarter ended 2026-06-30. SEC rules give institutional managers up to 45 days after quarter-end to file Form 13F-HR, so the disclosure became public after that date. Positions are as of the quarter-end, not current positions.
What did Ruane Cunniff add in Q2 2026?
Versus its prior stored quarter (Q1 2026), Ruane Cunniff's Q2 2026 13F shows share-count increases or newly reported positions including ROPER TECHNOLOGIES INC, ICON PLC, SAP SE. The quarter-over-quarter tables on this page list the largest changes with share and value deltas. Not investment advice.
What is a 13F filing?
Form 13F-HR is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. It excludes shorts, most bonds, and non-US listings.
How current is this data?
13F positions are as of quarter-end and filed up to 45 days later, so they are never current positions. Flock's coverage of Ruane Cunniff runs through the quarter ended 2026-06-30. Flock re-checks SEC EDGAR daily and re-stamps this page when a new quarterly filing lands.
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