Ruane Cunniff LP portfolio — 13F holdings Q2 2026
Ruane Cunniff LP (John Harris) reported 49 long positions worth $6.4 billion as of 2026-06-30. Top holdings: Alphabet Inc., TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD, Liberty Media Corp, SCHWAB CHARLES CORP, CAPITAL ONE FINANCIAL CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Alphabet Inc. | 2026-06-30 | 1039476625.00 USD | 16.17% | reduce | Original filing |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 560058278.00 USD | 8.71% | reduce | Original filing |
| Liberty Media Corp | 2026-06-30 | 557862647.00 USD | 8.68% | reduce | Original filing |
| SCHWAB CHARLES CORP | 2026-06-30 | 421798926.00 USD | 6.56% | reduce | Original filing |
| CAPITAL ONE FINANCIAL CORP | 2026-06-30 | 392429572.00 USD | 6.11% | reduce | Original filing |
| Elevance Health, Inc. | 2026-06-30 | 378839935.00 USD | 5.89% | reduce | Original filing |
| ICON PLC | 2026-06-30 | 355773193.00 USD | 5.54% | add | Original filing |
| Sunbelt Rentals Holdings, Inc. | 2026-06-30 | 318777604.00 USD | 4.96% | reduce | Original filing |
| Intercontinental Exchange, Inc. | 2026-06-30 | 315253563.00 USD | 4.90% | reduce | Original filing |
| MSA Safety Inc | 2026-06-30 | 300524631.00 USD | 4.68% | reduce | Original filing |
| UNITEDHEALTH GROUP INC | 2026-06-30 | 293249409.00 USD | 4.56% | reduce | Original filing |
| BIO-TECHNE Corp | 2026-06-30 | 236595617.00 USD | 3.68% | reduce | Original filing |
| ROPER TECHNOLOGIES INC | 2026-06-30 | 228380088.00 USD | 3.55% | buy | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 227584812.00 USD | 3.54% | reduce | Original filing |
| ALIGN TECHNOLOGY INC | 2026-06-30 | 197577600.00 USD | 3.07% | reduce | Original filing |
| SAP SE | 2026-06-30 | 190564104.00 USD | 2.96% | add | Original filing |
| Zoetis Inc. | 2026-06-30 | 169108138.00 USD | 2.63% | reduce | Original filing |
| Accenture plc | 2026-06-30 | 112225965.00 USD | 1.75% | reduce | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 86910577.00 USD | 1.35% | reduce | Original filing |
| Liberty Broadband Corp | 2026-06-30 | 12548947.00 USD | 0.20% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-13 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.